Carlisle Mott is a financial advisor at Cornerstone Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Cornerstone since 2015, also maintaining a relationship with LPL Financial since 2012. Outside of his advisory work, Mott owns and operates Mott Cattle Company, a home-based business. Cornerstone Wealth Management serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers asset management and financial planning services, utilizing a combination of advisor-led discretionary management, wrap-fee programs, and LPL-sponsored investment platforms to tailor advice according to client goals.

Kelly Perry is a financial advisor with Thrivent Investment Management in Greensburg, PA, holding Series 63 and Series 66 credentials and 25 years of industry experience. Perry has been with Thrivent and its predecessor entities since 2002. Outside of financial advising, Perry serves occasionally as a guest worship leader at local community churches and is an advisory board member for the Christian Family and Children's Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority. The firm’s approach integrates broad financial topics and allows clients to combine planning with managed-account programs under a consolidated billing option.

David Lashley is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ and Series 63 designations and has held roles at Avantax Investment Services and Avantax Insurance Services prior to joining Cetera. He also operates D. Kent Lashley CPA PC, a CPA firm. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets.