Paul Schwartz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He is the owner and president of The Logan Agency, a fixed insurance business operating since 1998, and serves as president of the North Hampton Condominium Association. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining affiliated and third-party managers across various program structures.

Abigail Davis is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Raymond James, she worked at D.A. Davidson and Fidelity Investments, among other roles. Outside of her advisory work, she is involved in a small-scale dog breeding venture with her husband and holds a passive ownership interest in a plumbing business started by her spouse. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports clients through a wide range of advisory programs and specialized services.

Jakob Mohr is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He has progressed through various roles within the company since 2021, including Investment Solution Representative III, Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Customer Relationship Advocate. Jakob focuses on helping individuals and families with their financial planning by understanding their lives and co-creating plans to pursue their financial goals. He aims to help clients feel confident and comfortable with their financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jakob enjoys family activities, golf, skiing, and traveling.

Whitney Hyer is a financial advisor with Edward Jones in Logan, UT, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Whitney worked in insurance and mortgage loan processing and has also operated a sewing and apparel design business. She occasionally processes home loans as an independent contractor outside her advisory role. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.