Gary Everts is a financial advisor at OSAIC with 36 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and INVEST Financial Corp. Outside of his advisory role, he is involved with Future Financial Group, where he engages in the sale of fixed life insurance, fixed annuities, long-term care, and disability income products. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a range of investment options and advisory programs.

James Scott is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. Outside of finance, he works as a bus driver for the Clarence Central School District. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access, supporting thousands of advisors and managing approximately $200 billion in assets.

Autumn Smith is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at M&T Securities and M&T Bank since 2003. Outside of her advisory role, she is the owner of Six on the Beach LLC, a real estate rental business in Emerald Isle, NC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

Alyssa Fox is a Series 66-licensed financial advisor with Ameriprise in Bliss, NY, and has three years of industry experience. Her prior work includes roles at Manufacturers and Traders Trust Company and Rochester Wealth Management Group, LLC. Outside of her advisory work, she assists as an assistant coach for a 14U travel volleyball team. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.