Saundra Benjamin is a Series 65-licensed financial advisor with seven years of industry experience, currently serving at Bruce McIndoe & Associates, Inc. She has worked at the firm since 1995 in various capacities. Outside of advisory work, she owns a professional organizing business called Benjamin Un-Limited. Bruce McIndoe & Associates, Inc. primarily provides investment management services for pooled investment vehicles and institutional clients. The firm combines advisory services with insurance broker activities and uses an hourly fee structure rather than a percentage-of-assets model.

Douglas Neyland is the sole advisor at Douglas Brian Neyland, an independent registered investment adviser based in San Diego, CA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. He also has long-standing academic roles at the University of California and the University of Minnesota, where he has been involved for over 35 years. The firm manages approximately $7.48 million in client assets, serving a small number of clients with a focus on individualized portfolio management. It caters primarily to higher-net-worth or institution-size clients, providing tailored investment strategies and personal service through a solo-advisor model.

Craig Mellon is a financial advisor with Economic Research and Insurance Solutions, LLC, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Economic Research and Insurance Solutions since 2007. The firm primarily advises pooled investment vehicles and institutional clients, using fundamental and technical analysis alongside a mix of long- and short-term trading strategies. Economic Research and Insurance Solutions is notable for its affiliations with a law firm and an insurance company, which are uncommon among investment managers.