Terry Haines is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Cambridge since 2019 and previously held roles with H.D. Vest Advisory Services and other financial firms. Haines also owns and operates TLH Financial Services, Inc., doing business as Haines Financial Services, Inc. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, ongoing investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. 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 manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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, corporations, and charitable organizations.

Gregg Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has led Nelsen Financial since 2002. In addition to advisory work, he dedicates a significant portion of his time to insurance sales, including life, long-term care, disability, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning and institutional platforms.

Kyle Worthy is a financial advisor at Osaic Wealth in Charlotte, NC, with 21 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors Inc for 13 years. Outside of his advisory work, Worthy owns and operates a photography business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party money managers.

Sarah Reames is a PFS™ professional with 25 years of experience in the financial services industry. She is currently with Cambridge Investment Research Advisors and has prior experience with Avantax and her own CPA practice, Sarah N Reames CPA, PLLC, which she has operated since 1988. She holds fiduciary appointments and serves as a board member of the Plantation Professional Center Condo Association. Cambridge Investment Research Advisors serves a diverse client base including individual investors, institutions, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Maxim Biruk is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and US Tech Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a structured investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alissa Ilacqua is a Planning Consultant at Fidelity Investments, where she works with individuals and families to help them plan and manage their financial resources. Since joining Fidelity in 2023, she has held several roles including Financial Representative and Investment Consultant before assuming her current position in 2026. In her role as a Planning Consultant, Alissa focuses on empowering clients to take control of their financial future, aiming to enable them to spend their time on what matters most to them. Her experience spans financial representation, investment consultation, and comprehensive financial planning. Outside of her professional responsibilities, Alissa enjoys activities such as art, spending time at the beach, social events with friends, Pilates, reading, and playing softball.