Kenneth Mitchell is the sole advisor at Mitchell Group Delaware LLC, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has led the firm since 2010. Mitchell Group Delaware LLC provides discretionary portfolio management and investment supervisory services primarily to individual and high-net-worth clients, using a combination of charting, fundamental, and technical analysis across long- and short-term trading strategies. The firm prepares Investment Policy Statements for clients, facilitates access to third-party money managers, and offers insurance products as part of portfolio solutions.

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been involved with AE Wealth Management since 2024 and has prior experience at Institutional Securities Corp and TEAM Retirement Solutions LLC, where he serves as a managing partner. Outside of his advisory work, Bludau is a part owner of Bludau Ranches LP and acts as trustee for family trusts established for his sons. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various analytical methods and supports advisors through sub-advisory and model-licensing arrangements.

Michael Scardino is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 credentials. He has 32 years of experience in the industry, with prior roles at Lion Street Financial and as owner of Scardino Insurance and Financial Services Inc. He also owns Generations Wealth Advisors, LLC, where he serves as a financial advisor. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm serves individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party manager platforms.

Kurt Scardino is a financial advisor with Integrity Alliance, LLC and holds a Series 66 designation. He has seven years of industry experience, including roles at Lion Street Advisors and Cardinal Health. Outside of advising, he owns Generations Wealth Advisors, which offers insurance and financial planning services, and serves as a member of the Weimar City Council. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm provides portfolio management and financial planning through a network of over 300 advisors managing approximately $5.4 billion in assets, offering a range of discretionary and non-discretionary investment solutions.

Freeman James is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. His prior roles include positions at ICA Group Wealth Management, LLC and LPL Financial LLC. He also serves as a notary public in addition to his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Robert Lundy is a financial advisor with Edward Jones in Hallettsville, TX, holding Series 63 and Series 66 credentials and having 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Lundy serves as Vice President of the Turtleback Corporation, a family-owned oil and natural gas production business, and is Vice President of the Hallettsville Independent School District Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Nathan Matusek is a financial advisor with Cetera, holding a Series 66 designation and beginning his career in 2023. His prior experience includes roles at LPL Financial and Crossroads Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.