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.

Kenneth Dunlap is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 63 designation and 40 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC. Outside of his advisory role, he operates as an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services using a combination of in-house and third-party strategies, focusing on investment policy statements and model allocations, and operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer.

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.

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.

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.

Michael Prioletti is a financial advisor with Robert Baird & Co., holding a Series 63 designation and 35 years of industry experience. He has been with Robert Baird since 1991. Outside of his advisory role, he serves on the Collier County Housing Finance Authority and is a board member of the Rotary Club of Bonita Naples. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and a range of advisory services, utilizing internal research, manager selection, and a combination of managed account strategies.

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.