Anne Ertel Sawasky is a financial advisor with Unique Investment Advisors, LLC and holds the ChFC®, Series 63, and Series 65 designations. She has 10 years of industry experience and has worked at Unique Investment Advisors since 2025. She is also the owner and attorney of Sawasky Law LLC, a law practice established in 1997, and is involved with Quo Vadis Solutions LLC, a business consulting and insurance services firm. Unique Investment Advisors provides co-advisory investment advice and retirement-plan services to individuals, corporations, business entities, and plan sponsors. The firm collaborates with a third-party platform to implement investment strategies based on Modern Portfolio and Efficient Market principles, while supporting clients through education, policy development, and account reviews.

Angela Valentine is a financial advisor at Unique Investment Advisors, LLC in Phoenix, AZ, holding a Series 65 designation with 14 years of industry experience. She has worked with multiple firms, including LifeTyme Financial Group and Allstar Financial Group, and maintains roles in Unique Business Planning, LLC and Sonoran Sky 1103 LLC. Unique Investment Advisors acts as a co-advisor on a third-party platform, providing ERISA 3(21) advisory services and hosting public seminars. The firm uses a fund-of-funds approach focused on asset allocation and periodic rebalancing, supporting clients through onboarding and ongoing reviews rather than discretionary trading.