Carroll Klotz is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC, LPL Financial LLC, and Wayne Hummer Investments L.L.C. In addition to his advisory work, he operates a tax preparation business. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Michael Hullinger is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at BMO Bank NA, JP Morgan Chase Bank NA, JP Morgan Securities LLC, PNC Bank, and Capital One Auto Finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Lawrence Lehman is a financial advisor with Cetera, holding the PFS™ designation and Series 65 and 63 licenses, and has 19 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services. He serves as a board member of the Alpine Heights Homeowners Association and the Daniel Strada Foundation, a nonprofit charitable organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of investment management and financial planning services with multiple program structures and a multi-manager platform.

David Bucciferro is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Service for 23 years prior to joining Osaic in 2024. Bucciferro is also the owner of DFB United Financial, LLC, where he sells fixed annuities and traditional life insurance products as an independent insurance agent. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a variety of portfolio management tools and third-party solutions.