Lorelle Farber is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Hornor Townsend & Kent. Farber also operates a sole proprietorship offering fixed and variable insurance products and is a member of New Thought Financial Group LLC, which provides administrative and bookkeeping services. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset-allocation tools, and portfolio optimization, offering a range of investment options through a large network of advisors.

Cynthia Robinson Schmidt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with LPL Financial since 2006. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Miles Longenbaugh is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Barbara Greatwood is a CFP® professional with 28 years of experience in the financial services industry. She is currently a partner emeritus at Northwest Planning & Investments, LLC and has held advisory roles at Cetera and its affiliated entities since 2017. Her prior experience includes over 18 years at First Allied Securities, INC. Greatwood also manages a holding company, Greatwood Wealth Management, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.