Samantha LaLonde is a Planning Consultant at Fidelity Investments, where she collaborates with clients to understand their unique goals and assist with strategic planning and complex service items. She began her career at Fidelity Investments as a Financial Representative in 2022, progressed to the role of Relationship Manager in 2023, and advanced to her current position in 2025. Her professional experience at Fidelity Investments encompasses working closely with clients to develop tailored financial strategies and managing client relationships. Outside of her professional role, Samantha is interested in family activities, fitness, food, and pets.

Kelly Bambrough Lugar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and with 26 years of industry experience. She has been affiliated with Cambridge entities since 2004. In addition to her advisory role, she is an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, through independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services, utilizing both proprietary model strategies and access to third-party managers across various custody platforms.

Jeanette Evans is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has been with Merrill since 2018. Prior to Merrill, she worked for Measurement Technologies & Supply, Inc. from 2015 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marco Mejia is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 63 and Series 66 licenses and has prior work experience with Affirm and General Motors. Mejia is currently affiliated with several entities within Raymond James Financial and also maintains a connection with R2 Financial Planning, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning and consulting, utilizing analytical tools and models to align with client goals and supports a range of advisory programs and institutional consulting services.

James Macbeth IV is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at PNC Investments from 2015 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management services.

Daniel Dobbins is the principal of Dobbins Capital Management in Taylor, MI, with 14 years of experience in financial advising. He is also an active attorney specializing in estate planning, trusts, and corporate law, and has been an independent insurance agent since 1975. Prior to founding his advisory firm in 2013, he maintained a legal practice and insurance agency. Dobbins Capital Management primarily serves individual clients, trusts, estates, and small retirement plans, focusing on portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control through individualized asset allocation and often works with third-party advisers in a non-discretionary capacity.