Athena Webster is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. She has nine years of industry experience, including roles at NYLIFE Securities LLC and Bankers Life and Casualty. Webster operates under the DBA SierraEdge Strategic Wealth and Insurance Solutions, where she engages in brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis, with a focus on fiduciary responsibilities to retirement investors.

Jessie Queniart Ingram is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, she was affiliated with Quell Financial Group and held various roles in insurance agencies and financial services. Outside of her advisory work, she has experience as a life coach and as a Holy Fire Reiki III Level I & II practitioner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios to support discretionary and non-discretionary management approaches.

Michael Steinbach is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones since 2003. He holds Series 63 and Series 66 licenses and is based in Pollock Pines, California. Edward Jones is a full-service wealth management firm servicing over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Price is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he is an author of non-investment-related books and is also involved in life insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services along with access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools and automated portfolio management strategies to serve diverse client needs.