Jacqueline Maria Jacobsen

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 12 years of industry experience. He holds a Series 65 designation and also serves as a church music director at Harvest Presbyterian Church PCA. Liedstrand is a Marine Corps Reserve member and acts as a Marine for Life representative. Selective Wealth Management provides comprehensive wealth management services to individuals, family offices, trusts, estates, charitable organizations, and institutional clients. The firm emphasizes discretionary portfolio management, focusing on transparent, low-cost, tax-efficient investments across U.S. stocks, fixed income, and income-producing assets.

Erin Schullery is a financial advisor at Benefit Financial Services Group with a Series 65 designation and three years of industry experience. She previously worked at Aon and held roles in undergraduate admissions and animal rescue operations. Benefit Financial Services Group advises individuals, trusts, family entities, corporations, and employer-sponsored retirement plans through its wealth management and institutional services divisions, managing $1.53 billion in discretionary assets and consulting on approximately $18.0 billion in retirement plan assets. The firm uses a diversified, model-based investment approach incorporating various asset types and options strategies, and it operates within a network of affiliated service providers.

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® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Charles Schwab, Carnegie Investment Counsel, and several other firms. Outside of advisory work, he is Associate Vice President of Client Services at Synergy Private, where he manages client projects related to accounting, tax preparation, and business filings. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm provides customized wealth management services combining proprietary quantitative methods, third-party strategies, and direct security selection, with access to alternative and private market solutions for qualified clients.

Rachel Carter is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She previously worked at Bank of America N.A. and Merrill for a decade before joining Sanctuary Advisors. Outside of her advisory role, she is involved in photography through Rachel Carter Images LLC and participates in nonprofit activities including communications management for Ocean Fest, Inc., serving on the board of Coastal Carolina Riverwatch, and membership in professional retirement organizations. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through a network of over 400 independent advisors. The firm offers a range of portfolio management options and retirement plan consulting, operating under a fiduciary standard when advisory agreements are in place.

Ashley Lindsay is a financial advisor at Edward Jones with five years of industry experience. She has been with Edward Jones since 2018 and previously worked at Cannon Auto Collision from 2012 to 2018. Lindsay holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a national network of over 23,000 financial advisors.