Bradley Baker is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments in various capacities since 2012, progressing through positions including Financial Consultant, Investment Consultant, Relationship Manager, and Full Trader. Prior to joining Fidelity, he worked as a Financial Representative at John Hancock in 2012. In his current role, Bradley partners with clients to understand their goals and values, helping them build customized financial plans that adapt as their objectives evolve. He holds the Certified Financial Planner™ designation, which supports his approach to making retirement planning less stressful and more focused on clients' priorities. Outside of his professional work, Bradley's personal interests include comedy, football, golf, parenthood, and surfing.

Jackson Mc Donald is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the Series 66 designation and previously worked at Black Crows and Adidas. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

John Geder is the principal of Geder Investment Management, Inc. in Elm Grove, Wisconsin, where he has worked since 1992. He holds a Series 63 designation and has 34 years of industry experience. Geder Investment Management, Inc. provides investment advisory and portfolio management services primarily to individual clients. The firm manages approximately $27 million across about 32 clients, focusing on personalized portfolios aligned with client objectives and risk tolerance, and offers educational seminars and workshops for clients and prospective clients.

Robert Wachendorf is a financial advisor at Black & White Investment Management LLC in Waukesha, WI, holding a Series 65 designation with 20 years of industry experience. He worked at Ursa Major Corporation for 15 years before founding his current firm in 2017. Black & White Investment Management LLC provides portfolio management and related advisory services primarily to individual clients. The firm manages just over $2 million in assets across six clients and employs documented operational policies covering investment strategies, account review, custody, and trading practices.