Leah Schwarz is a CFP® and holds a Series 66 license with 16 years of industry experience. She is currently with Steward Partners Investment Advisory, LLC, where she has worked since 2022. Prior to this, she was with Raymond James & Associates from 2018 to 2022 and Edward Jones from 2010 to 2018. Outside of her advisory role, she is involved in property management, including serving as a director of a rental real estate business. Steward Partners Investment Advisory, LLC is an SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory and portfolio management services, including discretionary and non-discretionary management, utilizing both proprietary and third-party strategies.

Gregory Trost is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services, as well as founding Trost Financial Consulting. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, high-net-worth clients, pension plans, and various institutions. The firm offers discretionary and non-discretionary portfolio management through proprietary and third-party solutions, along with comprehensive financial planning and consulting services.