Robert Lawton is the sole advisor at Catoosa Fund Management LLC and holds a Series 63 designation. He has 15 years of industry experience and has managed portfolios at Catoosa since 2010. Catoosa Fund Management LLC is a state-registered investment adviser offering discretionary portfolio management through separately managed accounts. The firm employs an active, equity-focused, and event-driven investment approach that includes long and short positions, technical analysis, and strategies involving derivatives, leverage, and risk-arbitrage across various market capitalizations.

Travis Trettin is a financial advisor at Yosemite Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Principal Securities Inc., and Principal Life Insurance Company. Yosemite Wealth provides investment management and financial planning to individuals, corporations, and charitable organizations, with a focus on passive strategies using index funds and ETFs. The firm also offers employee benefit plan services and serves a diverse client base including high-net-worth individuals and employer-sponsored retirement plans.

Donald Debernardi Jr. is a CFP® professional with 21 years of experience in financial advising. He has been with Sierra Asset Management since 2001, where he operates as the firm's sole advisor. Sierra Asset Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, pension and profit-sharing plans, charities, corporations, and trusts. The firm emphasizes a long-term, asset-allocation investment approach combining fundamental, technical, and qualitative analysis, and manages most client assets on a discretionary basis.

Andrew Ketchum Jr. is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo and Harris Mazda & Volvo. He is also involved with Golden 1 Credit Union alongside his role at LPL Financial. 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, including model portfolios and retirement plan consulting.

Ronald Obernolte is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and The Summit Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by LPL Research, third-party subadvisors, and various technology platforms.

Sydney Regert is a financial advisor with Ameriprise and holds a Series 66 designation. Regert has six years of experience at Ameriprise and previously worked in vacation home rentals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Shawna Petrushkin is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is a contractor advisor for Double K Group LLC. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. The firm combines research and modeling with tax-efficient strategies to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.