Joshua Jaffe is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at Ameriprise Financial Services LLC and J.P. Morgan Securities, among others. Outside of his advisory work, he is the managing member of 3J&E, LLC, a business involved in property management and general oversight. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account programs with both discretionary and non-discretionary portfolio management options.

John Elgin is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise and Mid Atlantic Capital Corporation. Outside of his advisory role, he is involved in managing business entities including JENZ, LLC. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party investment solutions.