Lisa Rarick is a financial advisor at Morgan Stanley with 30 years of industry experience. She previously worked at Merrill Lynch Pierce, Fenner & Smith, Inc. for 12 years before joining Morgan Stanley in 2016. Outside of her advisory role, she is a part-time independent distributor of health and wellness products through at-home parties. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved tools and strategies.

Tyler Corpora is currently an Investment Consultant at Fidelity Investments, where he specializes in developing personalized financial plans that align with clients' specific needs, risk tolerance, and financial goals. His approach focuses on creating transparent and approachable experiences to help clients feel confident throughout their financial journeys. Tyler's professional experience includes roles as an Associate Financial Advisor and Paraplanner at Ameriprise Financial from 2025 to 2026, a Retirement Services Sales Representative at ADP Broker Dealer from 2023 to 2025, and a Financial Representative Intern at Northwestern Mutual in 2021. These positions have contributed to his expertise in investment consulting and retirement services. Outside of his professional work, Tyler enjoys activities such as going to the beach, cooking and baking, football, social events with friends, golf, and traveling.

Terry Dorrity is a financial advisor with Fidelity Capital Management Corp, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has worked at Fidelity Capital Management since 2000 and Integrity Investments since 2022. Outside of finance, Mr. Dorrity owns and operates KelsBuds Inc., which includes Bone's Pizza and Bone's Twisted Sister yogurt and smoothie shop, where he is actively involved. Fidelity Capital Management Corp provides investment advisory and portfolio management services primarily on a non-discretionary basis to individual clients. The firm focuses on investment analysis and account reviews and manages a small client base with approximately $150,000 in regulatory assets under management.

James Mohamdein is a financial advisor at Social Justice Capital LLC in Bethlehem, PA, with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fidelity Personal and Workplace Advisors, The Vanguard Group, and other firms. Outside of finance, he is involved in performing arts as an actor and musician and also works in the sales of solar panel systems. Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning, and public educational seminars. The firm serves individuals, high-net-worth clients, trusts, charitable organizations, and business entities, offering customized portfolios based on client goals and risk tolerance, using methods such as fundamental and technical analysis, Modern Portfolio Theory, and Monte Carlo planning.