Jeffrey Spitz

Joy Liu is a financial advisor with Connective Wealth Partners, LLC, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, The Financial Gym, and Burns Group. She has also worked as a freelancer. Connective Wealth Partners provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm uses a fundamentally based investment approach with a long-term orientation, constructing portfolios with ETFs, equities, bonds, and alternative investments while offering both full-service and stand-alone planning options.

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 22 years of industry experience, currently serving as an advisor at Atlas. His prior roles include positions at OneAscent Financial Services, FF Advisors, Running Point Capital Advisors, Carnegie Investment Counsel, and Munn Wealth Management. He is also Associate Vice President of Client Services at Synergy Private, where he manages family office services such as accounting, tax preparation, and coordination of professional advisors. Atlas (ATFS Advisers LLC) provides wealth management and financial planning to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a longer-term, index-based investment approach supplemented by concentrated strategies, ETFs, and direct equities, and manages both discretionary and non-discretionary portfolios alongside a private credit fund.

Rachel Carter is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Bank of America and Merrill for a decade before joining Sanctuary Advisors in 2024. Outside of her advisory role, she is active in nonprofit and community organizations, serving as communications manager for Ocean Fest, Inc., a board member of Coastal Carolina Riverwatch, and participating in various retirement industry groups. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through Advisor-Directed accounts, SMAs, UMAs, and both wrap and non-wrap solutions, utilizing a broad network of independent advisors and affiliated broker-dealer services.

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.