Todd Reno is a financial advisor with Kestra Advisory Services and Kestra Investment Services, LLC, holding Series 63 and Series 65 credentials and nearly three decades of industry experience. He previously worked at LPL Financial for nine years before joining Kestra in 2017. Reno also owns and operates Houghton Lake Financial, providing investment services from an office building he owns. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Shannon Schiebel is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2017, Schiebel worked at Waddell & Reed Inc and MMB Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lori Born is a financial advisor with Edward Jones in Prudenville, MI, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory and investment services supported by a national network of over 23,700 financial advisors.