Carl Petersen is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Andrew Adam Taggart is the sole advisor at Thoughtful Money LLC in Reno, NV, holding Series 63 and Series 65 credentials with two years of industry experience. He has previously worked at Wealthion and has been involved with Electrum LLC and Greylock Peak Investments, LLC for over a decade. Outside of his advisory work, he provides occasional media consulting services through Electrum LLC. Thoughtful Money serves individual and organizational clients by matching them to pre-screened, unaffiliated registered investment advisers via an online platform. The firm also publishes a subscription periodical and hosts periodic online conferences, operating on a model that emphasizes client choice and scalability rather than managing assets directly.