Arville Cline is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for 12 years. He also owns Cline Business Services, a proprietorship offering full accounting and tax services as well as property and casualty insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on diversified portfolios and access to third-party managers.

Haley Popp is a financial advisor at Edward Jones, holding a Series 66 designation with two years of experience. Prior to joining Edward Jones in 2024, Haley worked at Ohio Valley Bank from 2019 to 2024 and has held various positions in the service and retail industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, with a large nationwide network of financial advisors and branch offices.

Bradley Roberts is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at JPMorgan Chase Bank and its affiliates since 2017. Prior to joining JPMorgan, he worked at DAF Associates and Money Concepts Capital Corp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Christopher Childress is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Music is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services Inc. He is also the owner of Wealthbridge Investments, where he dedicates significant time monthly. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management options and reported assets under management exceeding $256 billion.

Kimberly Kennedy is a financial advisor with Edward Jones in Barboursville, WV, holding a Series 66 designation and 3 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.