Jason Sutherland

Justin Jolly is a financial advisor with PFG Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at LPL Financial, Securities America, Mutual Securities, and United Planners. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm combines top-down macroeconomic allocation with fundamental and technical analysis, primarily using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.

Alberto Torres is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Randal Cokeley is a financial advisor with Ameriprise in Lansing, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients holding assets in Ameriprise Managed Accounts.

Christopher Finney is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Cetera Investment Advisors, First National Bank of Pennsylvania, Yadkin Valley Bank and Trust, and Securities America Advisors. Outside of his advisory work, he is involved in insurance-related businesses offering annuities, Medicare supplement life, final expense health, and long-term care products. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and combines advisory services with insurance and annuity product offerings.

David Lyall is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2006 to 2020. Outside of his advisory role, he serves on the Board of Directors of Sunalei Preserve. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research and modeling with personalized recommendations delivered by a centralized consulting team, focusing on tax efficiency and adaptive withdrawal strategies.

Wiley Mock is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.