Chelsea Jez is a Series 66-licensed financial advisor at TLG Advisors, Inc. with 14 years of industry experience. She previously worked at Lincoln Financial Advisors for eight years and Lincoln Financial for two years. Jez also serves as a retirement consultant focusing on the education of retirement products. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm uses fundamental analysis and Modern Portfolio Theory in its investment process and offers both managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Theresa Boyd is a financial advisor at Robert W. Baird & Co. with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 1999. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.