Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, MML Investors Services LLC, and CUNA Mutual Group. Outside his advisory work, Stein is the owner and game designer of Dynamic Sports Sims, LLC. LPL Financial is a nationally registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Corey Harding is a financial advisor with Wells Fargo Clearing in Raleigh, NC, holding a Series 66 designation and two years of industry experience. He previously worked at Edward Jones for three years and spent nine years at State Employees' Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

James Lassiter is a financial advisor at Merrill with Series 63 and Series 66 credentials and 54 years of industry experience. He has been associated with Merrill since 1971 and has worked at Bank of America, NA since 2009. Outside of his advisory role, he consults for a retail surf shop called Aussie Island Surf Shop. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.