Kathryn Jones is a financial advisor with Northern Trust Securities, Inc. who holds Series 63, Series 65, and Series 66 licenses and has 23 years of industry experience. Prior to joining Northern Trust Securities in 2023, she worked at Fidelity Investments and Charles Schwab for several years. Northern Trust Securities, Inc. is a subsidiary of Northern Trust Corporation that provides discretionary portfolio management through a model-driven wrap fee program, serving high-net-worth individuals, retail investors, and institutional clients with a range of managed account solutions.

Russell Andersen is a financial advisor at Northern Trust Securities, Inc. in Naples, FL, holding Series 63, 65, and 66 licenses with 33 years of industry experience. He has been with Northern Trust Securities since 1999. Northern Trust Securities, Inc. is a multi-team SEC-registered investment adviser and FINRA-registered broker-dealer serving high-net-worth individuals, retail investors, and institutional clients. The firm offers discretionary portfolio management through model-driven strategies, including Separately Managed Accounts and Fund Strategist Portfolios, with a combination of advisory, brokerage, and custody services.