Laura Goodman

James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.

Melinda Lassiter is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has 24 years of industry experience and has been with Principal Life Insurance Company and Princor Financial Services Corporation since 2001. Lassiter also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple service platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel residing overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Helen Carneal is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 24 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and with SunTrust Investment Services, Inc. since 2010. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions, combining model portfolios, third-party managers, and advisor-led asset allocation, supported by proprietary research and multiple investment platforms.

David Evans is a financial advisor at Integrity Alliance, LLC, holding a Series 65 designation. He has been with Integrity Alliance since 2026 and has 18 years of experience in the insurance industry through Evans Insurance. He also owns Evans Advisory Group, which operates as the securities arm of his practice, keeping his investment and insurance services separate. Integrity Alliance, LLC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisors. The firm offers a range of investment management and consulting services, utilizing both advisor-managed and model-based portfolios with various asset allocation strategies.

Lisa Braden is a financial advisor at &Partners with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and First Clearing. Outside of her advisory role, she is involved in managing a rental property jointly owned with her spouse. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of services such as portfolio management, financial and tax planning, estate consulting, and retirement plan education, combining technology platforms with proprietary and third-party strategy models to provide customized investment solutions.

Michael Martin is a financial advisor at Principal Financial Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Northwestern Mutual and Principal in various capacities. In addition to his advisory role, he is involved in writing multiple lines of insurance, including group and individual life, health, disability, long-term care, annuities, medical, and dental products. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s services include financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory arrangements.