Thomas Ford is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Merrill. Ford also operates a separate business under the name Tribury Investment Management LLC. 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 variety of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Shelly Hall is a financial advisor with Cambridge Investment Research Advisors, holding the Series 66 designation and bringing 24 years of industry experience. Prior to joining Cambridge in 2024, she spent 18 years with Symphonic Securities and affiliated firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, with multiple custody and platform options and proprietary as well as third-party strategies.

Joseph Emily is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2011 to 2022. Outside of his advisory role, he serves as president of the Georgia Museum of Art Board of Advisors and is involved in various real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to tailor financial plans. The firm offers a broad range of wealth management solutions alongside institutional trading capabilities and capital markets services.