Daniel Lockwood is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James & Associates, Waddell & Reed, and Ameriprise. Outside of his advisory work, he is a board member of the Foundation for Heating and Speech Resources, a nonprofit organization based in Chicago. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory, financial planning, and managed account programs, employing both discretionary and non-discretionary portfolio management through various Steward Partners-branded and third-party solutions.

Iain Purdom is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 65 credential and entering his first year in the industry. His prior work experience includes roles at Waverly Advisors, Old Second National Bank, and various positions outside finance, including at Aldi, Vinyard Vines, and Elmhurst University. He has been involved with Black Sheep Golf Club for six years. 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 investment advisory and financial planning services through both discretionary and non-discretionary portfolio management solutions.

Seth Lesondak is a CFP® with six years of industry experience, currently serving as an advisor at Steward Partners Investment Advisory, LLC. Prior to joining Steward Partners in 2024, he worked at Raymond James & Associates from 2020 to 2024 and held various positions in investment and service roles dating back to 2014. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.

Thomas Sabatini is a financial advisor at Steward Partners Investment Advisory, LLC with two years of industry experience. He holds the Series 66 designation and previously worked at Alliance Bernstein and Raymond James & Associates. Sabatini is based in Winnetka, Illinois. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, providing a range of investment advisory, financial planning, and managed account solutions.