Shirley Weber is a financial advisor with Primerica Advisors in Mt Laurel, NJ, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she engages in the sale of investment-related products and also receives compensation for referring home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Walter Schwenk is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and possessing 50 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-trustee for family trusts and acts as a FINRA arbitrator. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory solutions grounded in modern portfolio theory. The firm serves as an ERISA fiduciary and delivers both discretionary and non-discretionary services, including a broader range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Michael Elchoness is a CFP® with 16 years of industry experience and is currently affiliated with LPL Financial. He has held roles at PNC Investments, Shrewsbury River Capital, and Your Choice Home Care, where he serves as Senior Vice President of Community Relations. He is also the owner of Bluma Consulting LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and utilizes research-driven investment strategies supported by both proprietary and third-party resources.

Xinyan Yi is a financial advisor at New Green Capital, LLC with 10 years of industry experience. She holds a Series 65 designation and has worked as a full-time controller for ASPIRA Inc. of Pennsylvania since 2016. She also has prior experience with CrestalGene LLC from 2015 to 2021. New Green Capital provides fee-for-service asset management and financial planning to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages discretionary accounts, primarily using stocks, ETFs, and mutual funds, and emphasizes asset-class analysis and international securities, serving a limited and partly non-U.S. client base.