Robert Huett III is a ChFC® and holds a Series 66 license, with 10 years of experience in the financial industry. He currently works at Portside Wealth Group, LLC and previously spent 11 years at Edward Jones. Outside of his financial advisory role, he has been involved in property management since 2013. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, employing a blend of investment approaches and offering related legal and accounting services through affiliated professionals.

Jacob Collins is a financial advisor with LPL Financial who holds a Series 66 designation and has 14 years of industry experience. His prior work experience includes roles at Ameriprise Financial Services Inc and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jack Hester is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Aspen Ridge Inn and AT&T. Outside of finance, he is involved in the local music scene as a guitarist, singer, and songwriter for the band Ellie & The Echoes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.