Sedric Audas is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors for 21 years. Outside of his advisory role, he is involved in several business ventures including ownership and partnerships in hospitality and real estate enterprises such as pubs and commercial property. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, utilizing both internally managed and third-party investment solutions.

William Stoskopf is a financial advisor with OSAIC based in East Lansing, MI, holding CFP® and ChFC® designations and possessing 31 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 24 years with Signator Investors, Inc. In addition to his advisory role, he is a musician and music teacher in Bath, MI. He is also the owner and managing member of Comprehensive Financial Solutions, LLC, which focuses on employee benefits and insurance services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and efficient-frontier analysis to construct diversified portfolios and supports multiple advisory platforms and legacy program transitions.

Cole Frageman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, Charles Schwab, and Morgan Stanley. Frageman is based in Okemos, Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.