Jessica Lapollo is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Steward Partners in various capacities since 2016, and prior to that, she was with Raymond James Financial Services and Wells Fargo Advisors. Lapollo serves as a board member for Big Brothers Big Sisters of Franklin County. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services, including proprietary Steward Partners solutions and third-party money manager selections.

Carl Gravina is a CFP® with 24 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. His prior work includes roles at Raymond James Financial Services and Wells Fargo Advisors. Outside of his advisory duties, he is the owner of Monadnock Capital Group and holds fractional ownership in Stowe Mountain Lodge. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individual and institutional clients through a range of advisory and portfolio management programs, including personalized and discretionary solutions, leveraging due diligence coordinated with major custodial partners.