Sheila Volrath is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Outside of her advisory role, she is involved with several community organizations, including serving as chairperson of the Rotary Club of North Scott Education Foundation and as a board member of the Free Enterprise Foundation and the Figge Art Museum Finance Committee. She is also a partner in a restaurant/bar business in DeWitt, Iowa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Adam Finstein is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at DoorDash and various educational institutions. He also has ongoing involvement with St. Ambrose University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephanie Kern is a Series 66 licensed financial advisor at Merrill with two years of industry experience. She previously worked at Ameriprise and Branderhorst, PLC, and spent five years at Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Brady is a CFP® professional with 20 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2005. Brady was also the owner of Brady Innovations LLC for 11 years. Outside of his advisory role, he is an owner and partner in a real estate business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.