Adam Larson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with affiliated entities for recordkeeping and investment products.

Susan Benedict is a financial advisor at Osaic with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has held positions at Woodbury Financial Services Inc, Colliers Securities LLC, and Legacy Wealth Management. Benedict also operates a sole proprietorship, Hart Financial Group, through which she provides financial advising and insurance product services to clients. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with a broad range of brokerage and advisory services, supported by a complex network of affiliates and proprietary platforms.