George Steer is the sole advisor at Sedona Asset Management Services, LLC, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sedona since 2004. Sedona Asset Management Services provides discretionary asset management primarily to individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm employs a long-term global macro-economic approach supplemented by trend-following and offers personalized portfolio management and financial planning services without a stated account minimum.

Kimberly Dunn McGrath is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at several firms, including ValMark Securities, Wells Fargo Advisors, Guardian Life Insurance Company, and Park Avenue Securities, before joining PNC Investments. Outside of her advisory role, she owns a short-term rental business called Tortuga Turquesa-The Turquois Turtle. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online, discretionary model account offered as an invitation-only employee pilot that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

Elizabeth Tyler is a CFP® professional with 11 years of industry experience, currently affiliated with Edward Jones since 2022. She previously worked at Merrill for nine years and owns an event rental business specializing in antique church pews and wooden crosses for wedding ceremonies. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Lillian Stinson is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterling Capital Management, Ally Invest Securities, and Thrivent Financial. Prior to her financial career, she spent time as a real estate agent in North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses and planning without discretionary trading authority. The firm allows clients to integrate planning with managed accounts through a consolidated billing option while maintaining separate services.

Bryan Fenn is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior experience includes 30 years at Signator Investors, Inc. and eight years at Osaic Wealth, Inc. He also serves as a financial consultant and wealth manager with Innovative Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plans, banks, and institutions. The firm offers comprehensive financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jonathan Nuzzaci is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and manages JPN, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning areas, using proprietary research and tools to develop tailored client recommendations.