Lorelle Farber is a financial advisor at OSAIC with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. In addition to her advisory role, she is involved in fixed insurance products and is a member of New Thought Financial Group LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm offers a range of integrated brokerage and investment services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include various asset classes and investment vehicles.

Cynthia Robinson Schmidt is a financial advisor with LPL Financial in Ocean Shores, WA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with LPL Financial since 2006. She also operates a separate business under the name Clear Investment Strategies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Miles Longenbaugh is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Barbara Greatwood is a financial advisor with Cetera, holding a Series 66 license and 28 years of industry experience. She has worked at Cetera since 2016 in various capacities and previously spent 18 years with First Allied Securities, INC. Greatwood is a partner emeritus at Northwest Planning & Investments, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.