Jason Berry is a Series 66-licensed financial advisor with LPL Financial in Salem, KY, and has 11 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2020. Outside of his advisory role, he is a co-owner of a family cattle farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial and credit services.

Grant Rogers is a financial advisor with Edward Jones in Marion, Kentucky, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Woodmen Financial Services and Woodmen of the World Life Insurance Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a network of approximately 23,701 financial advisors. The firm offers a range of investment strategies and advisory services while operating under a fiduciary standard.

Cullen Pope is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Robert Baird & Co., Jjb Hilliard Wl Lyons LLC, and LPL Financial. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.