Christa Helma is the sole advisor at Priority Investment Services, LLC, an independent registered investment advisory firm. She holds a Series 66 designation and has 14 years of industry experience. Outside of advising, she is the owner and broker of a real estate firm, Priority Real Estate & Development, where she spends a significant portion of her time. Priority Investment Services LLC provides investment management, financial planning, and consulting services to individuals, businesses, retirement plans, estates, and trusts. The firm focuses on long-term, tax-aware investing using primarily exchange-traded funds, individual stocks, and bonds, employing fundamental analysis to select securities.

Chase Abell is a financial advisor at Cedar Cove Wealth Partners with two years of industry experience. He holds a Series 65 designation and has worked with Cedar Cove and its predecessor entities since 2020. Outside of advisory services, he is also licensed as an insurance agent, providing insurance sales and client servicing. Cedar Cove Wealth Partners manages approximately $431.7 million across individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a wrap-fee program with diversified asset allocation and a combination of passive and active investment strategies.

Shane Vetch is a financial advisor at MWA Financial Services Inc. with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Vetch has been with MWA Financial Services since 2012 and is also affiliated with Modern Woodmen of America since 2009. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.