Bryce Vanderwoude is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Montana Campus Rec Facilities and Pine Tree Lumber Co. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Jason Franklin is a financial advisor with Osaic Wealth Inc., holding Series 63, 65, and 66 credentials and bringing 30 years of industry experience. He previously worked for Wells Fargo Advisors Financial Network LLC for 14 years before joining Osaic in 2023. Outside of his advisory role, he is a co-owner of ICG Real Estate LLC and owns JCF RE LLC, which manages real estate properties. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to provide customizable portfolio management options.

George Sawyer is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities and MassMutual Life Insurance Company. He is also involved in outside insurance business activities focused on group life and health benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to provide detailed analyses and written recommendations.