Faiz Khoja is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Outside of his advisory role, Khoja volunteers as a Technical Steward performing technical inspections for motor racing events with the SCCA South Bend Region. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Taylor Fervida is a financial advisor with OSAIC, holding a Series 66 designation and over 11 years of industry experience. Prior to joining OSAIC in 2018, he worked at Signator Investors, Inc. and has maintained roles in insurance and investment advisory through Fervida Financial Strategies LLC since 2012. Outside of his financial career, he owns Narrow Road Adventures, a sole proprietorship focused on creating travel-related content and product recommendations via YouTube and social media. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment platforms and third-party solutions. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset classes and investment restrictions.

Amanda Hilton is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities LLC since 2012. Outside of her advisory role, she is also a musician who occasionally performs in a band several times a year. 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 an ESG eligibility framework in its investment approach.