Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Wachovia Securities. Webber serves as a trustee for his father’s trust in Hickory, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

De Wayne Venzen is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves in the U.S. Army Reserve and is also involved in music. 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, supported by a large national network of financial advisors and branch offices.

Brent Bowman is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Osaic and has previously worked with LPL Financial, Woodbury Financial Services, and Valic Financial Advisors. Bowman also holds a license as a non-variable insurance agent, selling fixed annuities. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.

Christopher Bice is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at SagePoint Financial, OSAIC, UBS Financial Services, and other firms. Outside of his advisory work, he serves as a head coach for middle school sports. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Klenck is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Retirement Income Advisors, Inc. He also operates REH Wealth, a financial services business, and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform supporting various investment strategies and program structures.

Jonathan Malcolm is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Daly Seven, Inc. and Vincent Valuations. Outside of his advisory role, he is involved with Elmore Financial Group, Inc., a support company based in Denver, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Vachel Pennebaker is a financial advisor with J.P. Morgan Securities in Mooresville, NC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and Florida Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a forward-looking investment approach.

Ryan Hillary is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2020, he worked at FS2 Investment Solutions, LLC for four years. He also serves as CEO of RTH Wealth Management LLC, a financial advisory support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, with unique offerings in municipal advisory and SIMPLE IRA employer consulting services.

Kaleb Covington is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked previously at Voya Financial Advisors, Inc. Covington also sells life insurance, fixed annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Monika Moore is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2013 in various roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of investment strategies and affiliated products under a fiduciary standard.

Kelsey Neal is a Series 66-licensed financial advisor with LPL Financial, based in Sherrills Ford, NC, and has two years of industry experience. Prior to joining LPL Financial, Neal worked at Commonwealth Financial Network and BDS Financial Network. Neal also serves in the Army National Guard and has military experience dating back to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, combining scale with diverse non-advisory financial services.

Jeffrey Kerr is a financial advisor with Thrivent Investment Management in Troutman, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2017, he worked at NC Farm Bureau Insurance and was involved with JTG Daughtery Racing. Outside of financial advising, he operates a leadership training business that leverages his background in athletics and NASCAR pit crew experience to provide team-building training for police, fire, medic, and SWAT personnel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across various planning topics and maintains a separation between planning and managed-account services.

William Dixon is a ChFC® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, he worked at Advisors Financial Group and ProEquities. 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, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Maxwell Fontaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked previously at The Vanguard Group and Genworth Financial, and is involved with the Fontane Foundation Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Ryan Milem is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and five years of industry experience. His prior roles include positions at South State Bank, Dropoff, and Family Trust Credit Union. Outside of advising, he has worked in maintenance at Home Depot. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by delivering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies along with access to third-party advisers and multiple custodial platforms.

Zachary Tussel is a Series 66-licensed financial advisor with eight years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked previously at Elmore Financial Group and New York Life. Outside of advisory work, he is a partner in non-investment businesses including Boats & Tows LLC and Clean Supreme Ventures LLC, and he is also involved in insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Kyle Lambeth is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He is based in Davidson, NC, and serves as a firefighter for the Town of Davidson in addition to his advisory role. Lambeth has been involved with the North Mecklenburg Rescue Squad since 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs extensive research and analytics in its investment approach and operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she has a minority ownership interest in a business related to auto sales. Wells Fargo Advisors provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers a range of financial products through affiliated bank and insurance entities.

Travis Mull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Bank of America. He serves as treasurer for the Morganton Downtown Development Association. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.