Ryan Plentzas is a financial advisor at LPL Financial holding a Series 66 designation, with one year of industry experience. Prior to joining LPL Financial in 2025, he served three years in the United States Army and worked in roles at the University of Tampa, Derryfield Country Club, Bridgton Academy, and Manchester High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology-driven approaches across discretionary and non-discretionary management.

Hailey Garcia is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2021 and previously worked at Sam's Club and Walmart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Philip Bailey is a financial advisor with Charles Schwab in Southern Pines, NC, holding a Series 66 designation and 21 years of industry experience. He previously worked for Pottle Financial Services for 10 years before joining Charles Schwab in 2018. Outside of his advisory role, he is the owner of Tomwin Ventures LLC, a business involved in financial services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

James Tucker is a CFP® professional with 25 years of industry experience, currently associated with Cetera. He has held roles at Commonwealth Financial Network and co-owns Tucker Bria Wealth Strategies, LLC. Outside of his advisory work, he is an author of a book titled *Family, Legacy, Wealth: How to Nurture and Grow your Family Orchard* and is involved as a deal finder for college athletes. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with options spanning from automated allocations to bespoke strategies, supporting both discretionary and non-discretionary account management.

Nathan Cherry is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 66 credential and has previously worked at OneAscent Financial Solutions, Fidelis Financial, Hicks & Associates WealthManagement, WealthShield Partners, Ameriprise Financial Services, and M&T Securities. Outside of advising, he maintains a personal blog unrelated to investment matters. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research from in-house and third-party sources.

Justin Bradford is a financial advisor at LPL Financial with 26 years of industry experience. He has previously worked at Prudential Securities, First Allied Advisory Services, and Sigma Financial Corporation. Bradford operates an independent advisory business alongside his role at LPL Financial. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by LPL Research and third-party subadvisors.

Jonathan Collins is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served in the Army National Guard and held roles at Campbell Soup Company and Pilkington North America. He is also the Chief Financial Officer of Zero Drag LLC, a manufacturing business in Laurinburg, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.