Joshua Darrin Mudse

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 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.

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 financial advisor with Independent Financial Group, LLC, holding the CFP® and ChFC® designations and over 31 years of industry experience. She previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Jacobsen is also involved as a volunteer board member on the Government Relations Committee of the Investment and Wealth Institute. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through various platforms and uses a combination of strategic asset allocation and multi-manager approaches across passive and active investments.

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.