Dinah Pate is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2000 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Andrew Wilson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has prior work experience in the banking and hospitality sectors, including roles at Regions Bank, Cool Springs Wine and Spirits, Gerards 1907 Tavern, and Papa Johns. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Terrence Wittman is a Series 66 licensed financial advisor with LPL Financial, based in Franklin, TN, where he has worked since 2003. He has 26 years of industry experience, including prior work at Equitable Advisors from 2000 to 2003. Wittman is also an outside agent for non-variable insurance products with several firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

David Mitchell Jr. is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds the Series 66 designation and has worked with Raymond James Financial Services Advisors since 2013. His career also includes roles at FB Investment Partners, FB Wealth Partners, and FirstBank since 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides non-discretionary planning tailored to client goals, supported by analytical tools and risk profiling, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.