Bradley Schrock is a financial advisor with Edward Jones in Goshen, Indiana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Lippert Components for five years and Lexington LLC for six years. He serves as president of the Northern Indiana chapter of Business Networking International. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

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 Series 66-licensed financial advisor with 12 years of industry experience, currently affiliated with OSAIC since 2018. He previously worked at Signator Investors, Inc. and has been involved with Fervida Financial Strategies LLC, where he provides sales and marketing for securities, investment advisory services, and insurance products. Outside of advising, he operates Narrow Road Adventures, a sole proprietorship focused on creating travel-related content and product recommendations through social media. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment strategies.

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.