Cabell Birdsong is a financial advisor at OSAIC with 61 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for 12 years prior to joining OSAIC. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Whitney Sigler is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2025, Sigler worked at Cetera Investment Advisors, LLC and Cetera Investment Services LLC, and has concurrent experience at Langley Federal Credit Union in a sales assistant role supporting financial advisors. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Ahmad Bahrami is a Financial Advisor at Merrill Lynch Wealth Management, specializing in customized retirement planning and investment management. He works with executives, business owners, and their families to develop comprehensive wealth management strategies, integrating areas such as wealth accumulation, retirement income, tax efficiency, estate and legacy planning, and business succession. Ahmad's approach begins with understanding each client's unique circumstances and goals before recommending tailored financial solutions. Ahmad's expertise covers a range of client focus areas including corporate executive services, divorce transition planning, services for endowments, foundations, and non-profits, as well as investment consulting for defined contribution and defined benefit plans. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Ahmad earned an Associates in Business Management from Thomas Nelson Community College and is proficient in English and Farsi. Beyond his professional responsibilities, Ahmad is involved with Rotary International and St. Jude's Cancer Research Hospital. In his personal time, he enjoys cooking, hiking, soccer, traveling, and spending time with his family.

Theodore Eckert is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. He receives trail commissions from Allianz Life Insurance unrelated to his advisory duties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related products and bank deposit sweep programs.

Michael Liby is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he served in the U.S. Military from 2016 to 2022 and has held roles in economic development and academia. He also serves as Co-Adjutant for the Sons of the American Legion, providing data analysis and computer support on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients. The firm offers advisory programs through a network of representatives and leverages third-party asset managers and program sponsors for investment solutions.