James Engelman Sr. is a financial advisor with Edward Jones in Hudson, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is the president and owner of Little Gunpowder Creek Farm, a farming business he started in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment programs and affiliated services, supported by a large network of financial advisors and branch offices nationwide.

Tory Haas is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He has been working in the financial services industry since 2022, including experience with his own financial coaching business, Tory Haas Financial Coaching, and a decade of running Tory Haas Yard & Maintenance LLC. He joined Cambridge Investment Research Advisors in 2026. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio strategies.

Cole Setzer is a Series 65 licensed advisor at XYPN Sapphire with one year of industry experience. He has held roles at XYPN Invest and Setzer Financial since 2025 and serves as a Major in the United States Army. Outside of advising, he is treasurer of Setzer Construction, a construction company. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation approach with diversified portfolios and is piloting digital-asset management services.