Lillian Green is a financial advisor at Thrivent Investment Management with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Sterling Capital Management, Sterling Capital Distributors, and Ally Invest Securities. Prior to her financial services career, she was involved in real estate in North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services while keeping these functions separate.

Bryan Fenn is a financial advisor with OSAIC in Concord, NH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He worked at Signator Investors, Inc. for 30 years before joining OSAIC in 2018. Fenn also operates Innovative Financial Group, LLC, a financial services practice focused on insurance and investment products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a range of investment options and advisory programs through a large network of financial advisers.

Jonathan Nuzzaci is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he owns and manages JPN, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized niche planning areas, using proprietary research and tools to develop tailored client recommendations.