Garrett Haney is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Thornton is a financial advisor with OSAIC Wealth, Inc. based in Wilmington, NC, holding Series 63, 65, and 66 licenses with 30 years of industry experience. He has worked at Stifel Independent Advisors, LLC since 2002 and joined OSAIC Wealth in 2026. Outside of his advisory work, he is a member-manager of Masonboro Water Taxi LLC, which operates boat and harbor tours. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a variety of investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Michael Jurgensen is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Kestra Advisory and Cetera Financial Specialists. Outside of his advisory role, he serves as an internal auditor for a local church in Wilmington, NC. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management options supported by asset-allocation tools and third-party platforms.