Cara Murray is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She works closely with clients to develop financial plans that align with their individual goals and life circumstances, aiming to support their confidence in making informed decisions regarding retirement strategies. Cara has experience across multiple roles within Fidelity Investments, including Relationship Manager (2025-2026), Financial Representative (2025), and Financial Service Representative (2024-2025). Prior to joining Fidelity, she worked as a College Financial Representative at Northwestern Mutual from 2022 to 2023. Outside of her professional work, Cara has interests in cooking and baking, fitness, exploring food, gardening, hiking, and reading.

Carleen Harbin is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her work history includes positions at R W Baird and Wood Construction & Remodeling. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Elizabeth Dye is a financial advisor with LPL Financial in Kingsport, TN, holding a Series 66 designation and 12 years of industry experience. She previously worked at Robert Baird & Co., JJB Hilliard W.L. Lyons LLC, and Edward Jones. Outside of advising, she is the owner of the Tri Cities Dance Company. 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 and third-party asset management, and supports advisors with research and operational tools.

Mary Raymer is a financial advisor with Edward Jones in Johnson City, TN, holding Series 63 and Series 66 designations and eight years of industry experience. Her prior roles include positions at Eastman Credit Union, LPL Financial, and Franklin Templeton. Outside of advisory work, she manages rental property activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed strategies, separately managed accounts, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Casey Sheffield is a Planning Consultant at Fidelity Investments, a position held since 2024. In this role, Casey works closely with clients to understand their individual needs and goals, assisting in the co-creation of personalized retirement plans. Casey has accumulated experience in the financial services industry through previous roles including Registered Wealth Management Client Associate at Merrill Lynch from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Relationship Senior Consultant - Team Lead at Regions Bank from 2017 to 2019. Outside of work, Casey's interests include baseball, cars, concerts, family activities, parenthood, and traveling.