Zachary Daly

Michael Skinner is a financial advisor with 17 years of industry experience, currently serving as Senior Managing Director at 1834 Investment Advisors Co. He holds a Series 66 designation and has worked previously at T. Rowe Price Investment Services, LPL Financial, and Old National Bank. Outside of his advisory roles, he is a writer and content director for the nonprofit organization Gratia Reflections. 1834 Investment Advisors Co. is an SEC-registered firm and a wholly owned subsidiary of Old National Bancorp, managing approximately $1.03 billion across individuals, retirement plans, institutions, and banking clients. The firm emphasizes asset-allocation driven strategies implemented through discretionary portfolio management and supports clients with ongoing financial planning and proprietary research.

Amy De Haai is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting using a combination of passive and active investment strategies guided by an internal Investment Committee.

Deborah Jackson is a financial advisor with OSAIC in West Des Moines, IA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Royal Alliance Associates since 2016 and is involved in volunteer leadership roles with the Lutheran Women Mission League, where she organizes fundraisers and coordinates funeral planning for members. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset-allocation software, and portfolio optimization tools to support discretionary and non-discretionary account management across a wide range of investment products.

Mitch Seiberling is a financial advisor at Edward Jones with six years of industry experience, including seven years at Edward Jones and nine years at Estes Express Lines. He holds a Series 66 designation. Outside of his advisory role, he is involved in managing and auditing the books for Seiberling Real Estate Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on providing a range of advisory services through a large network of financial advisors and branch offices nationwide.

Kevin Fitzpatrick is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. He has been associated with Raymond James and Fitzpatrick Financial Services, Inc., where he is also an associate and financial advisor. Prior to his current roles, Fitzpatrick worked for Championship Productions for nine years. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting through various advisory and managed account programs, emphasizing a collaborative approach tailored to clients' risk profiles and goals.

George Wells is a financial advisor at Charles Schwab with eight years of industry experience. He has held roles at Charles Schwab since 2020 and previously worked at USAA Investment Management Company and affiliated USAA financial planning and advisory entities. Outside of his advisory work, he creates and posts videos on TikTok discussing religious and political topics unrelated to finance. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.