Jill Schum is a financial advisor at Third Eye Associates, Ltd with a Series 65 designation and four years of industry experience. Prior to joining the firm, she worked at Perfectress US and WE Consulting Group. Third Eye Associates provides financial life-planning and advisory services primarily to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning using values-based and transition-oriented approaches, referring clients to third-party money managers for investment execution.

Robert Alonso is a financial advisor with Third Eye Associates, Ltd, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is a licensed life insurance agent and sells items on eBay. Third Eye Associates provides financial life-planning and advisory services to individuals and families, including affluent and high-net-worth clients. The firm focuses on comprehensive planning engagements and refers clients to third-party money managers for ongoing asset management.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd in Red Hook, NY. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Jones has been with Third Eye Associates since 2005. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management when appropriate.