Thomas Phy is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Regions Bank since 2012, where he provides guidance and customer service related to deposit accounts, loans, credit card products, and fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Jeremy Doll is a financial advisor with Merrill, holding a Series 66 designation and 18 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he leads a youth group at Jacob's Tent, a charitable church organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Thomas Herndon is a financial advisor with LPL Financial in Dover, TN, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Next Financial Group Inc for 13 years. He is also employed part-time at Stewart County High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and both discretionary and non-discretionary portfolio management.