Bradley Larson is a CFP® with 10 years of industry experience and is currently with Bailard, Inc., where he has worked since 2014. He holds a Series 65 license and is based in Townsend, MT. Bailard, Inc. provides wealth management and asset management services to high-net-worth individuals, institutions, and investment companies. The firm employs a multi-asset investment process that combines quantitative models, fundamental research, and qualitative judgment, and offers sustainable, responsible, and impact investing strategies alongside specialized portfolio management and trading capabilities.

Julie Lucas is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.