Cathryn Pierce is a financial advisor with LPL Financial. She holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2023, she worked at Neuberger Berman from 2019 to 2023 and previously was involved with NYC Elite Gymnastics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Thomas Charmley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Derek Batz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has worked at LPL Financial since 2004 and previously spent five years at Waddell & Reed. Outside of advising, he sells motorcycle parts online and provides tax preparation and bookkeeping services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.