Michael Williams is a CFP® professional with 27 years of industry experience, currently serving at Altius Financial, Inc. since 2000. He also has a longstanding association with Linsco/Private Ledger Corp. outside of his primary role. Altius Financial provides discretionary investment management, financial planning, and consulting services to individuals, estates, trusts, charitable organizations, foundations, and institutions, overseeing approximately $168 million in discretionary client assets. The firm employs an active, fundamentally driven investment approach combined with diversification and regular rebalancing, supported by third-party platforms for reporting and administration.

Barbara Beckner is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has 10 years of industry experience. Prior to joining Raymond James in 2020, she worked at Edward Jones and LPL Financial. Beckner is also the owner of Peaks Integrity Wealth Management LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting supported by outside managers and its Institutional Fiduciary Solutions division.

Ronald Beckner is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 11 years of industry experience. He previously worked at Edward Jones for seven years and has owned businesses in video production and wealth management. Outside of advising, he is an author and an independent agent providing Medicare education and insurance solutions, including indexed universal life policies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, charitable organizations, and institutional entities. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support across brokerage and advisory accounts.