Tammy Beaver is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 26 years of industry experience. She has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis.

Jonathon Schenk is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and was with Pruco Securities, LLC for 23 years. Outside of his advisory role, he owns Lynn & Jon Sales LLC, a truck sales business. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory services with brokerage and insurance product offerings.