Christa Helma is a financial advisor at Priority Investment Services, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Priority Investment Services since 2017. In addition to her advisory work, she is a licensed real estate broker and operates a separate real estate business, Priority Real Estate & Development, focusing on residential sales. Priority Investment Services serves individuals, households, retirement plans, trusts, and small businesses, managing approximately $19.6 million across around 44 client accounts. The firm emphasizes investment strategies that include exchange-traded funds, individual stocks, and bonds, utilizing fundamental analysis and a long-term holding approach.

Chase Abell is a financial advisor with Cedar Cove Wealth Partners in Freeman, SD, holding a Series 65 designation and two years of industry experience. Prior to joining Cedar Cove Wealth Partners, he worked at Thrivent Advisor Network and THRIVENT Financial. In addition to his advisory role, he is licensed as an insurance agent and provides insurance services to clients. Cedar Cove Wealth Partners serves individual and institutional clients with discretionary investment management and financial planning, managing over $455 million in assets. The firm utilizes a combination of active and passive strategies, tactical asset allocation, options, alternative investments, and ESG factors, and offers estate planning coordination and a wrap fee program among its services.