Debra Jones is a financial advisor with Jones & Co Wealth Management, Inc, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Jones & Co Wealth Management since 2004 and also teaches business and economics courses at Orangeburg-Calhoun Technical College and Northern Virginia Community College. Jones & Co Wealth Management is an independent, state-registered investment adviser serving primarily individual clients and occasionally companies. The firm provides financial planning and consulting on a flat-fee hourly basis, focusing on non-discretionary portfolio management with investment strategies ranging from long-term holdings to short-term trading.

Richard Carver is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He previously worked at Cetera Advisors LLC before joining IFG Advisory and LPL Financial in 2020. Outside his advisory work, he is involved with Bytescribe, a non-investment related business based in Atlanta, GA. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm employs a multifaceted investment approach combining fundamental, technical, and cyclical analysis, and offers portfolio management, financial planning, and retirement plan consulting services.

Charles Spence is a financial advisor at Edward Jones in Murphy, NC, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Spence serves as a volunteer firefighter with the Murphy Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of advisors and branch offices.

Daniel Tumba is a financial advisor at Merrill with 19 years of industry experience. He holds CFP®, CFA®, and Series 66 designations and has worked at firms including JP Morgan Chase, J.P. Morgan Securities, and First Republic Investment Management. He serves on the board of directors for the JDRF Greater Palm Beach County Chapter, a charitable organization focused on type 1 diabetes. 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, and institutional accounts.

Carmen Lance is a Series 66-licensed financial advisor with Ameriprise in Blairsville, GA, and has 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, Lance serves on several nonprofit boards including as President of the Cherokee County Community Foundation and Secretary of the Cherokee County Chamber of Commerce. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing personalized Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement income advice through a centralized consulting team.

Jodi Sullivan is a financial advisor with Edward Jones in Hayesville, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Holly Price is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with Raymond James & Associates since 1986 and has also been affiliated with the University of South Florida since 1981. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and advisory services supported by comprehensive research and multiple portfolio management styles.

Gabriel Piche is a financial advisor at LPL Enterprise with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Taymar Sales U and intermittent employment with the West Virginia Black Bears. Additionally, he is involved in a non-variable insurance business related to his advisory role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios from LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance services.

David Edwards is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a wide range of financial topics without including implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separation between planning and asset management services.

Sheila Engleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at INVEST Financial Corp. and United Community Bank, where she has been employed for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Jaime Futch is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and previously worked at PNC Bank, N.A. from 2017 to 2021. Outside of his advisory role, he owns an auto detailing business in Murphy, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Christie Standish is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017, following a year at Branch Banking and Trust Company. Outside of her advisory role, she is an owner of a powder coating business in Murphy, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a nationwide network of financial advisors and branch offices.

Deanna Edwards is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Barbara Horton is a financial advisor with Ameriprise in Murphy, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor entity since 2014. Outside of her advisory role, she serves on the board and council of a local church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice through a collaborative, non-discretionary approach using firm research and proprietary tools.