John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. His prior roles include positions at Allstate and Penn Mutual Life Insurance Company. Lynch is also an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, providing structured, collaborative planning engagements using firm-approved analytical tools.

Garrett Bailey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

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.