Matt Arthur is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Michael Niles is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior roles include founding Mike Niles Consulting LLC and a long tenure at Crown Capital Securities, Lp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a wide range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Tina Effinger is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 66 designations and has nine years of industry experience. Tina has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and access to alternative investments through a centralized, integrated platform.

Zach Couch is a financial advisor at Equitable Advisors with 15 years of industry experience and holds a Series 66 designation. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models.

Michelle Johnson is a Financial Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans aimed at providing clarity and supporting informed decision-making. She emphasizes maintaining alignment between clients' plans and their goals while navigating life changes, utilizing tools and research available through Fidelity. Michelle has been with Fidelity Investments since 2020. Prior to that, she gained experience at J.P. Morgan Asset Management, holding roles including Internal Client Advisor from 2017 to 2020, Financial Advisor Services from 2016 to 2017, and Client Solutions Specialist from 2014 to 2016.

BJ Scott is Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2004. In his current role, he partners with clients to help them work toward their financial goals. His approach involves creating customized, comprehensive plans that address retirement, tax-efficient investing strategies, estate planning considerations, and cash flow management. BJ has over 20 years of experience in the financial services industry, with a career that includes positions as Financial Representative, Investment Representative, Senior Investment Representative, and Financial Consultant at Fidelity Investments. He focuses on assisting clients in maintaining and growing their wealth by leveraging Fidelity's investment resources and cost-effective strategies.

Jason Brenneman is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edward Jones since 2023. Prior to this, he was employed with American Funds and Capital Group, and he operated a business, Boombozz Taphouse, for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Bailey Walker is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, Bailey worked briefly at Charles Schwab and has held roles outside of finance including positions at Holiday Inn Express and Sycamore Drive In. Bailey also attended Purdue University from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Nichole Green is a financial advisor at Fidelity with 12 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and its affiliated entities since 2017, as well as previously at Signator Investors, Inc. from 2012 to 2016. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.