James Lamb is a financial advisor at Lamb Retirement Solutions LLC in Elizabethtown, NY, with 11 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Lamb serves part-time in the U.S. Army as a property book officer, responsible for inventorying and maintaining military equipment. Lamb Retirement Solutions primarily serves individual clients, managing approximately $3.07 million across about 42 accounts. The firm provides non-discretionary asset management, comprehensive financial planning, and access to insurance products, tailoring investment programs using both fundamental and technical analysis based on each client's goals and risk tolerance.

Russell Gilfix is a financial advisor with Wind & Rose, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Wind & Rose since 2007 and has prior experience at SPC, Sammons Securities Company, LLC, and UBS Financial Services. Wind & Rose, LLC provides wealth management, financial planning, and portfolio management services to individuals and various institutional clients. The firm manages tailored portfolios using a broad, global investment approach that includes public equities, ETFs, fixed income, private investments, and alternative exposures, and also serves as the general partner and adviser to a private pooled investment fund.

Kjell Christiansen is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise or its affiliated entities since 2003. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing, tax-aware retirement planning focused on dependable income and incorporates proprietary research and third-party data in its recommendations.