Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Benjamin Smith is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Truist Advisory Services, United Capital, Regions, and Bank of America. In 2019, he was involved with 5 Star Nutrition LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stephanie Diaz is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Advisory Services and LPL Financial LLC. Outside of her advisory role, she is involved in sales of medical grade alkaline water ionization solutions through ENAGIC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jean Metayer Jr. is a financial professional based in Charlotte, NC, affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Edward Jones, Cetera, The Prudential Insurance Company of America, and Waddell & Reed Inc. Outside of his advisory work, he is involved in financial services through ownership and professional roles at Convergent Financial Partners, LLC and Selwyn Strategic Capital LLC, as well as in fixed insurance sales and service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and provides proprietary model strategies under the Founders Gate Capital brand.

Dennis Mumford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at MSI Financial Services and Mass Mutual Investors Services. Outside of his primary advisory role, he is involved as an independent insurance agent and holds managing member positions in several financial-related firms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Amy Longfellow is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has been with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2025. Prior to that, she was involved with Outlaw Enterprise from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm uses an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Samuel Zobel is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Merrill Lynch, Bank of America, and Charles Schwab. Outside of his advisory roles, he co-founded Money Made Easy Financial Coaching LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Joe Jaspers is a financial advisor with LPL Financial in Charlotte, NC, holding CFP®, Series 63, Series 65, and Series 66 credentials and with 36 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Carolinas Telco Federal Credit Union in an advisory role since 2007. Prior to that, he spent over 30 years at CUNA Brokerage Services, Inc. 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 and access to third-party asset managers, supporting a broad spectrum of investment strategies through a large network of advisors.

Justin Coton is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Dorman Financial Management from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alyssa Wasmund is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with less than one year of industry experience. Her prior roles include positions at Bank of America, Daniel's Jewelers, and various educational and community organizations such as the Arizona Historical Society and Dysart Unified School District. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jack Lynam is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience, including prior roles at PMA Securities, PMA Asset Management, PMA Financial Network, and PRUCO Securities. His background also includes multiple positions at James Madison University and other diverse work experiences. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

James Sherrill III is a financial advisor with Edward Jones in Dallas, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is an owner of a rental property in Lewisburg, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Nicholas Drake is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and with five years of industry experience. His prior work includes roles at Us Tech Solutions and Anderson Merchandisers. Outside of his advisory work, he has been a delivery driver for Uber Eats since 2020 and an Instacart shopper since late 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, Bragg worked at Ameriprise Financial and is also involved with Bluestone Financial Advisors, where he assists with client service and business efficiencies. Outside of advisory work, he serves as assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer games in the Carolinas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor recommendations and supports its offering with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Goins is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TIAA and TIAA-CREF for over a decade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Douglas Smith is a financial advisor with LPL Financial in Mount Holly, NC, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been affiliated with LPL Financial, North Carolina Bank and Trust, and SC Bank and Trust since 2008. Prior to that, he worked at Uvest Financial Services Group, Inc. from 2002 to 2008. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Cameron Church is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. He has worked at Cambridge Investment Research Advisors and North Star Resource Group, among other firms. Outside of his advisory role, Church is involved in fitness as a part-time employee at a CrossFit facility and owns businesses focused on wealth management and tax planning. 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 model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of advisors.