Zacherly Sheets

Trisha Fountain is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for seven years. Outside of her advisory role, she participates in a family-owned food vending business selling funnel cakes at seasonal events. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through its Rockefeller Global Family Office platform and offers access to alternative and private investments.

Gary Gray is a financial advisor at TLG Advisors, Inc. with 42 years of industry experience. He holds a Series 66 designation and has worked at Nationwide Securities, LLC and Nationwide Insurance Company for a combined 40 years. Gray also operates Gray Consulting Services, where he provides financial services consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including investment supervisory and portfolio management, financial and estate planning, and ERISA fiduciary services, with a distinctive mix of institutional and nontraditional client relationships.

Dechristopher Curtin is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and bringing 15 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed, INC., and he is involved in coaching positions with Anderson County Schools and FC Alliance. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across a broad client base, including individuals, trusts, estates, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

James Oneill is a financial advisor with LPL Financial, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fifth Third Bank and Arthur Lea Investments. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Erica Corbin is a financial advisor at Cetera with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including NYLIFE Securities LLC and New York Life Insurance Co. Outside of her advisory roles, she has experience with Vipkid HK Limited and the Center for Sight. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, and combines retirement and fiduciary capabilities with a broad institutional network.

Amy Allen is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise and Ameriprise Financial Services, Inc. Outside of her advisory role, she is involved in real estate ownership unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored advice supported by extensive research and a broad affiliate network.