Glenda Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2017. She previously worked at National Planning Corp for 17 years and has operated her own accounting firm, Long and Associates PC, since 1981. Additionally, she is president of an independent insurance agency, Benefit Resource Group Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of portfolio management and model-based strategies.

William Looney is a CFP® professional with 20 years of industry experience, currently serving with Raymond James Financial Services Advisors, Inc. He has held roles at notable firms including Wells Fargo Clearing, Morgan Stanley, and Investment Professionals, Inc. In addition to his advisory work, Looney operates as an Independent Contractor financial advisor with Redrock Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical and modeling tools, and is distinguished by its municipal advisory affiliations and specialized retirement plan consulting programs.

Monica Park is a Series 66 licensed financial advisor with Edward Jones in Calumet, Oklahoma, and has 12 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as Board Clerk for the Maple School District Board of Education in Calumet. Edward Jones is a wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a nationwide network of approximately 23,700 financial advisors. The firm offers a range of advisory programs and investment options under a fiduciary standard.

Brian Baker is a CFP® with 30 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2021. His prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of advising, he is an author, distributing a financial book to clients and prospects. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a municipal advisor affiliation.