Thomas Herlong Sr. is a financial advisor with Eagle Strategies (New York Life) who holds the ChFC® designation and has 32 years of industry experience. He has been with Eagle Strategies since 2011 and has experience with The Herlong Financial Group LLC and Herlong & Doran Financial Group, LLC. Outside of his advisory work, he serves as Chairman of the Finance Committee at Harmony United Methodist Church, chairs the Planned Giving Committee at Piedmont Technical College, and is a board member of the Aiken Symphony Orchestra and Ridge Healthcare Foundation. He is also a partner in a family cattle farm. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating within a network of over 2,000 investment adviser representatives.

Gina Rogers is a financial advisor with First Citizens Investor Services, Inc. She holds Series 63 and Series 65 licenses and has experience in the financial sector dating back to 2016, including roles at First Citizens Bank and SunTrust Bank. Prior to her current position, she worked in education with Saluda County School District One. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and business entities. The firm’s approach combines risk- and outcomes-based asset allocation with discretionary management and utilizes both fundamental and quantitative analysis, supported by its affiliation with a bank holding company.

Joseph Mclaughlin is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he owns and operates Sand Rooster Ranch, an agricultural business in Monetta, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning services.

Dana Fletcher is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, Fletcher worked at Rodan+Fields and Benefitfocus. Outside of financial advising, Fletcher co-owns a small horse sanctuary and provides one-to-one and group tutoring for CFP applicants. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment solutions and operates under a fiduciary standard.

Robert Davis Jr. is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he owns a cattle ranch. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a platform that accommodates various investment strategies and product offerings.