Benjamin Harrison is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients gain clarity and confidence in their financial future. Prior to joining Fidelity Investments, Benjamin worked as a Financial Representative at Equitable Advisors from 2023 to 2024. He holds a California Insurance License, which supports his work in providing financial planning and insurance solutions. Benjamin's professional experience centers on assisting clients with their financial planning needs.

Jon Hunt is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing for 11 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.