Ashley Driggers is a financial advisor at M Capital Wealth Management, LLC with 16 years of industry experience. She holds the Series 66 designation and has been with M Capital Wealth Management since 2010. M Capital Wealth Management provides discretionary portfolio management, financial consulting, and retirement-plan advisory services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm serves both individual and institutional clients and employs a combination of fundamental, technical, charting, and cyclical analysis in managing accounts, often acting as an ERISA fiduciary for plan sponsors.

Susan Malloy is a financial advisor with M Capital Wealth Management, LLC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. She has been with M Capital Wealth Management since 2010. Outside of her advisory role, she serves as corporate secretary for Malloy & Company, attending quarterly board meetings. M Capital Wealth Management provides discretionary portfolio management and financial consulting services to individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm manages approximately $44.7 million in discretionary assets and offers retirement-plan advisory services, including acting as an ERISA fiduciary when retained.

Joshua Tanata is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Financial Engines Advisors, L.L.C., Bank of America, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large participant base through both advisor-led and online platforms.