Robert Adams Jr.

Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 credential and two years of industry experience. She has worked at the Institute of Applied Actuarial Science since 2022 and previously at Actuarial Management Corporation from 2020 to 2022. Actuarial Direct LLC provides discretionary portfolio management and investment advice to individuals and institutions, using quantitative methods such as mean-variance optimization and the Black–Litterman model. The firm manages approximately $7 million in assets and primarily utilizes ETFs in its model-driven portfolio construction.

Douglas Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at M Stevens Wealth Advisors, Chalice Capital Partners, and Waddell & Reed Inc. He also owns a business entity called On Target Planning, which is unrelated to investment activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.