Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities, LLC. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, retirement plan sponsors, and high-net-worth individuals. The firm offers services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, emphasizing recommendation-based, non-discretionary relationships.

Margaret Collins is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She worked at Edward Jones for two years before joining LPL Financial in 2009. Outside of her advisory role, she provides bookkeeping and tax preparation services primarily for family members. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Sam Vise is a financial advisor with Edward Jones, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 operates a nationwide network of over 23,000 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.