Lizet Constanza Mueller is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include working at the U.S. Census Bureau and tutoring in Aristotle and critical thinking. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jacob Gorr is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC between 2016 and 2022. Outside of his advisory role, he serves as an arbitrator in the finance and banking sector. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and delivers planning services largely in an advisory capacity.

Timothy Campisano is a financial advisor with Raymond James & Associates in Louisville, KY, holding CFP® and Series 66 credentials and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he owns a rental property used to house his son and his son's college lacrosse teammates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services while supporting a range of portfolio management styles and research resources.

Patrick Yates is a financial advisor with Raymond James & Associates in Louisville, KY, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Brandon Wolf is a financial advisor at Edward Jones in Louisville, KY, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.