Jonathan Berstein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo clearing and advisory entities since 2009. Berstein is also a co-owner of Eagle Oak Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services that address a wide range of client needs, utilizing proprietary research and planning tools to develop tailored recommendations.

Mark Eaton is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SG Americas Securities, LLC and NewEdge USA, LLC. Outside of his advisory role, Eaton owns Home Concierge, LLC, a business that provides home watch and concierge services for vacation homeowners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various managed strategies and investment options, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Steve Kehoe is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

James Bolton is a CFP® professional with 20 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He is based in Eagle, Colorado, and holds Series 66 and Series 65 licenses. Outside of his advisory role, he is involved in life and health insurance sales and has ownership interests in a real estate business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-based planning relationships.

Watson Bailly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cetera since 2019 and previously spent seven years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Lori Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she holds a minority ownership stake in Bluetip Enterprises, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kevin Brubeck is a financial advisor with Edward Jones in Eagle, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.