Jacqueline Maria Jacobsen

Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and having two years of industry experience. She previously worked at FG Advisory Services, LLC and The Financial Gym. Connective Wealth Partners is an SEC-registered advisory providing discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally based investment approach with a long-term orientation and manages diversified portfolios including ETFs, equities, bonds, mutual funds, and alternative investments.

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Erin Schneider is a financial advisor at Benefit Financial Services Group with a Series 65 credential and three years of industry experience. Prior to joining the firm in 2021, she worked at Aon and was involved with Bentley University Undergraduate Admissions and the Ridgefield Operation for Animal Rescue. Benefit Financial Services Group serves individual investors, families, corporations, trusts, charitable organizations, and retirement plan sponsors by providing wealth management, institutional pension consulting, and tax preparation services. The firm emphasizes diversified, outcome-oriented portfolios and offers specialized services including ESG portfolios, cryptocurrency options, and ERISA fiduciary roles for retirement plans.

Laura Connors is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and four years of industry experience. She has held roles at Members Trust Company, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. She is also a manager of Connacht, LLC, a family business. Credit Union Investment Services serves individual investors and trust clients in North Carolina, providing non-discretionary portfolio management and financial planning with a focus on low-cost, index-based mutual funds and ETFs. The firm’s advisers are salaried employees of the parent credit union, and clients retain final decision-making authority over their accounts.

Roy Atallah is a financial advisor with Compass Financial Management LLC and holds a Series 65 designation. He has one year of industry experience, previously serving ten years in the US Navy. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm manages approximately $894 million and employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and both internal and third-party managed portfolios.

Joshua Mudse is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at ATFS Advisers LLC, OneAscent Financial Services, FF Advisors, and Carnegie Investment Counsel. He is also Associate Vice President of Client Services at Synergy Private in Sneads Ferry, NC, where he manages family office services including tax coordination and professional advisor collaboration. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs a tailored investment approach using proprietary quantitative screens alongside third-party managers and offers access to private-market investments and affiliated pension consulting services.