Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Dixie Morgan is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 designations and three years of industry experience. She has roles at Members Trust Company and SECU Life Insurance Company, and has been associated with State Employees' Credit Union since 2013. Outside of financial services, she owns a beekeeping business where she maintains bee health and produces honey. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management and financial planning focused on low-cost, index-based mutual funds and ETFs. The firm emphasizes client decision-making authority and employs salaried advisers within a credit union structure.

Gabriel Piche is a financial advisor with LPL Enterprise, holding a Series 66 designation and less than one year of industry experience. His prior work includes roles outside of financial services, including positions with the West Virginia Black Bears. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance offerings.