Katie Stogner is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Founders Federal Credit Union. Outside of her advisory role, she is involved with the Center for Student Leadership & Engagement and the YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolio and third-party asset management programs.

James Mullis III is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax advisory and insurance services from 2021 to 2025. Outside of his advisory role, he has experience assisting with tax return processing and serves as a poll manager during elections in Lancaster County, SC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a wide range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with more than 10,000 advisors managing over $256 billion in assets.

Garry Milbrod is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Zenith Marketing Group, and currently manages GIM Financial Solutions LLC. Milbrod also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures and custodial relationships.

Elliott Wall is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Meadow Wood Farms, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

John Shinas is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses. Although he is new to the industry with less than a year of experience, he has a longstanding background in business through his role at Insulating Services, Inc. since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

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.

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.