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.

Jennifer Cramer is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior work includes roles at Imagine Financial, LLC, Madison Avenue Securities, LLC, and Principal Life Insurance Company. She manages business operations and processing for fixed insurance and annuity sales at Imagine Financial, LLC and oversees insurance, investment, and death consulting services at Illumination Financial Services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, supporting both advisor-managed and third-party models across a large client base.

Charles Spence is a Series 66 licensed financial advisor with Edward Jones in Murphy, North Carolina. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he volunteers as a firefighter with the Murphy Volunteer Fire Department. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

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.

Holly Price is a financial advisor with Raymond James & Associates in Murphy, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She has been with Raymond James since 1986 and has also been affiliated with the University of South Florida since 1981. Raymond James & Associates provides financial planning and investment consulting to a diverse clientele, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Sheila Engleman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2018, she worked at INVEST Financial Corp. for nine years and has been associated with United Community Bank for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

Michael Prioletti is a financial advisor with Robert Baird & Co. in Naples, FL, holding a Series 63 designation and over 34 years of industry experience. He has been with Robert Baird & Co. since 1991. Outside of his advisory role, he serves as a board member of the Rotary Club of Bonita Naples and is a member of the Collier County Housing Finance Authority. He is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pensions, corporations, charitable organizations, and institutional clients through a combination of in-house and third-party managers.

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.

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.