Clayton James is a financial advisor at Stephens Group Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens Inc. from 2000 to 2019 before joining his current firm in 2019. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to individuals, retirement accounts, trusts, estates, charitable organizations, and corporations. The firm uses proprietary ETF model strategies and a fixed-income approach focused on duration management, managing approximately $1.41 billion in assets across four advisors.

Jeffrey Mumma is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and SII Investments, Inc. He also has experience in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 both proprietary and third-party investment strategies.

William Yousey is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes six years at BOK Financial Securities, Inc. and Avantax Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.