Ryan Snow is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 15 years of industry experience. He has owned and operated Burdick Paving since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions while providing back-office and compliance support to affiliated advisors.

Shad Spurgin is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.

Jake Packham is a financial advisor with LPL Financial, holding a Series 66 designation and possessing one year of industry experience. His prior roles include positions at Mountain America Credit Union and Simplify Home Loans. Outside of advisory work, he is involved with two business entities, PACKHAM GROUP, LLC and The Social Side Collective, LLC, which are maintained for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and provides model portfolios and research from multiple sources.