Nazinina Azwoir is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. She has previously worked at Wintrust Investments LLC, PNC Investments, Wells Fargo Clearing, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services incorporating financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of over 22,800 advisors.

Julie Mcfalls is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has spent fifteen years in the financial industry, beginning her career in banking and lending before transitioning to investments in 2008. Her primary focus is on wealth planning and assisting clients through life transitions. Julie holds Series 7, 65, and 63 FINRA registrations, along with Variable Annuities, Life, and Health licenses. She also holds the Personal Investment Advisor (PIA) designation. Born and raised in Naples, Florida, Julie earned a Bachelor's Degree in Business Administration and Economics from Hodges University. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, retirement income, socially responsible and ESG investing, small business strategies, and women and wealth. Julie is involved in her community through activities such as the Estates Show Series, Off the Track Thoroughbred Rehab and Training, special needs equestrian therapy, and teen mentorship programs. Outside of work, she enjoys fishing, horseback riding, traveling, yoga, and spending time with her family.