Brad Schneider is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has worked at LPL Financial since 2012 and previously at Ameriprise from 2005 to 2012. Schneider also operated Good Life Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Sherri Stansbury is a financial advisor at Osaic with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Osaic since 2012, following prior roles at Next Financial Group, Inc. and Mutual Service Corporation. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a variety of strategies and third-party manager selections.

Anet Shakenov is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to his current role, he operated a business called One Hobby Shop, LLC for ten years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Omar Warren Sr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he is involved in several business activities including partnerships in a youth training and consulting company and a spoken word poetry promotion firm, as well as serving as Regional Director for a regional entertainment company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Carey Stansbury is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2012, following prior roles at Next Financial Group, Inc. and Mutual Service Corporation. Carey is also involved in selling life insurance through a separate business he owns. OSAIC Wealth serves a diverse client base, including retail, institutional, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and third-party manager programs.

Kristin Akin is a CFP®-certified financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2017. Prior to joining Edward Jones, she worked at Williams-Sonoma Inc. from 2015 to 2017. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Calley Evans is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. She also has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence, utilizes forward-looking capital market assumptions, and includes an ESG eligibility framework.