Benjamin Otte is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Commonwealth Financial Network since 2015, with additional experience at Kestra Financial, Inc. and Reliant Missions. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, supported by operations, technology, and compliance resources.

Elizabeth Gamez is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Securities America Advisors, Inc. for 14 years. Outside of her advisory role, she is president of Dream Force Investments, Inc., a corporation established for tax purposes. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms.

Yerel Morales is a financial advisor with J.P. Morgan Securities and holds Series 65 and Series 66 licenses. Morales has 13 years of industry experience and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Outside of advisory services, Morales is an owner and partner of North Star Procurement Group, LLC, a business specializing in government procurement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.