Carla Nadine Souther

Kathleen Shepherd is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Capital Analysts and Lincoln Investment. Outside of her advisory work, she consults on protective clothing product development for Worldwide Protective Products. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary advice supported by analytical tools and supports a broad network of advisors and affiliated firms.

Philip Jefferson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. His prior experience includes roles at Truist Investment Services, NCF Financial Services, and Invest Financial Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Sam Morrison is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Bbtis for one year. 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 broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Les Dyer is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Triad Advisors, Inc. for 25 years. Outside of his advisory role, he co-owns a small farm where cattle are raised and hay is grown, and he serves as a board member for the Wilkes Heritage Museum. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Thomas Ren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. His previous professional roles include positions at LPL Financial, Crown Capital Securities LP, and Westside Swarm RFC. Outside of advisory work, he leads the finance committee at his local church and has entrepreneurial experience as president of Tommy's Bodacious Foods. Cambridge Investment Research Advisors serves a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers tailored portfolio management solutions through independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple custody and platform arrangements.

Makayla Lemly is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at First Horizon Advisors, First Horizon Bank, Woodforest National Bank, and Ingles Markets. 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 portfolios, and institutional platforms, supported by research and technology tools.