Megan Reeves is a financial advisor at Edward Jones with 20 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Outside of her advisory role, she owns a rental home business in Winnabow, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Floyd Johnson III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Johnson operates his advisory business through ONIPA'A Enterprises, LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security strategies, and tax-efficient withdrawals. The firm delivers these services through a centralized consulting team using research, modeling, and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Christopher Vasques is a financial advisor with LPL Financial who holds Series 63, 65, and 66 credentials and has 34 years of industry experience. His prior work includes roles at Lincoln Financial Securities Corporation and Osaic FS, Inc. He is also involved with United Community Advisors, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services.