Jeffrey D Spitz

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.

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.

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.

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.

Jacqueline Jacobsen is a CFP® and ChFC® with 31 years of industry experience. She is currently with Independent Financial Group, LLC, where she has worked since 2018. Prior to that, she spent nearly a decade at Morgan Stanley Smith Barney and three years at Morgan Stanley Private Bank. Jacobsen is an officer and sole owner of Sycamore Wealth Management, a DBA used for marketing purposes, and volunteers on the Government Relations Committee of the Investment and Wealth Institute. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and utilizes multiple advisory platforms and third-party asset managers.

Brian Fernander Jr. is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America/Merrill Lynch before joining J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.