Andrea Trice Bird is a financial advisor with Cetera Investment Services LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Cetera since 2019 and previously at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory work, she is an independent beauty consultant with Mary Kay Inc. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Sean Lawrence is a financial advisor with Robert Baird & Co. holding a Series 66 designation and five years of industry experience. He has worked at Robert Baird & Co. since 2022 and previously held positions at Hefren-Tillotson, Inc., Brian Patten & Associates, and Aflac. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services, utilizing a mix of SMA strategies, overlay management, tax management, and internal research including artificial intelligence.

Timothy Matthew is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and worked for Lincoln Financial Advisors Corp. for 24 years before joining OSAIC in 2025. Outside of his advisory role, he operates Mosaic Wealth Consulting, offering fixed annuities and traditional life insurance, and is involved in insurance services related to accident, health, and long-term care coverage. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging multiple platforms and tools for portfolio construction and management that include a wide range of investment options and third-party solutions.

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 from 2016 to 2019. Outside of his primary role, Petrovich leads the Innovative Wealth Team, LLC, which focuses on sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a wide range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and portfolio management strategies.

Robert Kerber is a financial advisor at Robert Baird & Co. with 20 years of industry experience. He holds the Series 66 designation and has worked at Robert Baird & Co. since 2022, following a long tenure at Hefren-Tillotson, Inc. beginning in 2005. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing a combination of manager-traded and model-traded strategies, overlay management, tax management, and direct indexing, supported by ongoing manager selection and internal research.