Richard Peterson is a financial advisor with Northern Trust Securities, Inc. in Boca Raton, FL, holding Series 63 and Series 66 licenses and possessing 38 years of industry experience. He has been with Northern Trust Securities since 2012. Northern Trust Securities, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients through discretionary portfolio management via a wrap fee program. The firm offers model-driven investment solutions using proprietary and third-party products, combining advisory, brokerage, and custody services.

Brandon Kaletkowski is a financial advisor at Northern Trust Securities, Inc. with 12 years of industry experience. He previously worked at Oceanfirst Bank for ten years, followed by roles at Addison Capital LLC and Truist Advisory Services, Inc. He holds Series 65 and Series 63 licenses. Northern Trust Securities, Inc. is a wholly owned subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program. The firm serves high-net-worth individuals, other retail investors, and institutional clients, offering tailored portfolios including Separately Managed Accounts and Strategist UMAs delivered via the Fidelity Managed Account Xchange platform.