Thomas Lawrence is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and four years of industry experience. Before joining Prospera in 2025, he worked at Jackson National Life Distributors, LLC for three years and has held positions in various other industries including logistics and hospitality. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Daniel Mossakowski is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 license and 15 years of industry experience. He has worked at Prospera since 2014 and previously at Edward Jones from 2011 to 2014. Outside of his advisory role, he is a general partner in FiveFourThree 1, LLC, a business that provides baseball and softball training services for youth and professional athletes. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Layla Slater is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of experience at the firm. She also operates Saving Abigail Grace, LLC, a for-profit business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management services through a large network of advisors.

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.