Phyllis Anderson is a financial advisor with Cetera and holds a Series 63 designation. She has 35 years of industry experience and also manages Anderson Tax & Accounting, P.A., where she oversees all company operations and provides tax and payroll services. Anderson has a long career history including significant roles at Avantax and its affiliates. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment platforms and third-party managers.

Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed by I AM G LLC and is a Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing tax-aware retirement income planning advice.

Ellen Schriver is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2011, with prior roles at VOYA Financial Advisors, Kestra Investment Services, LLC, and Citigroup Global Markets. Outside of her advisory work, she is involved in a non-investment-related business named Bayside Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive non-advisory financial activities with oversight of over $819 billion in discretionary assets.