William Jones is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions at Orchard Rouge LLC and various educational and retail organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Craig Mellenthine is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc., New England Securities, and New England Financial. In addition to his advisory work, he owns and operates a tax preparation business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements using firm-approved analytical tools.