Andrea Trice Bird is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has been with Cetera and its affiliates since 2017, following prior roles at Foresters Advisory Services and Foresters Financial Services. Outside her advisory work, she is an independent beauty consultant for Mary Kay Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Sean Lawrence is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds the Series 66 designation and has worked previously at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. Sean is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a variety of portfolio management strategies, including separately managed accounts and tax-management tools, supported by internal research and ongoing manager monitoring.

Timothy Matthew is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He previously worked at Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he is involved in insurance activities offering fixed annuities, life, health, and long-term care insurance, and manages a business entity for expense management. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan participants, charities, and corporate clients, providing a range of brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by multiple proprietary and third-party tools and strategies.

Alexander Petrovich is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments and PNC Wealth Management. Petrovich leads the Innovative Wealth Team, LLC, an investment-related business focused on sales and marketing of securities, advisory, and insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based approach to asset allocation and portfolio management, supporting various strategies and third-party money manager programs.

Robert Kerber is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Hefren Tillotson, Inc. for 17 years before joining Baird in 2022. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management through various separately managed account programs, and utilizes internal research and technology such as artificial intelligence in client advice.