Bradley Roberts is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at various J.P. Morgan entities since 2017, as well as at DAF Associates and Money Concepts Capital Corp earlier in his career. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and includes an ESG eligibility framework in its investment recommendations.

Charles Music is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisers and affiliated specialists.

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.

Joseph George is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1981. He has also been associated with Bank of America, N.A. since 2011. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Leigh Villers is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. He previously worked at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers financial planning through a structured process supported by firm-approved tools.

Gary Mcalister is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by proprietary tools and models. The firm manages approximately $2.74 trillion in client assets through both direct and corporate financial planning relationships.

Jonda Lowe is a financial advisor at Jondaknows Financial Group, Inc. in Huntington, WV, with four years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at Federal Benefit Consulting, LLC and Freedom Financial Insurance Group. In addition to her advisory role, she is the managing partner of Federal Benefit Consulting LLC, an education company focused on informing federal employees about their benefits. Jondaknows Financial Group, Inc. operates as an independent firm serving clients individually, with Jonda Lowe as its sole advisor.