Jackson Webber is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he worked at The Vanguard Group for four years and held brief roles at New York Life and as a self-employed advisor. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Harder is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and United Federal Credit Union, having also worked at firms including The Vanguard Group, Wells Fargo Clearing Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Brennan Settle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held positions at Fidelity Investments since 2022. Outside of finance, he has experience working with the Boys and Girls Club of America and has been involved in hospitality and recreation businesses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Phillip Contacos is a financial advisor with Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

Matthew Short is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including positions at Cove Church and Cellulose Solutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by extensive research and model portfolios.

Nicolas Gilliam is a financial advisor with Ameriprise in Mooresville, NC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Outside of his advisory work, he is involved in managing practice operations as COO of Brightstead Management LLC and pursues art as an artist with Creative Dimensions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendations and annual reviews focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Jesse Burns is a Financial Consultant currently working at Fidelity, a position he has held since 2026. He has accumulated extensive experience in financial advisory and investment management roles, including previous positions as an Investment Management Consultant I, II, and III at Fidelity Investments from 2021 to 2026. Prior to that, Jesse worked as a Financial Advisor at PNC from 2019 to 2021 and as a Private Client Banker at Chase from 2017 to 2019. He began his career in the financial services industry as a Retirement Service Representative at Charles Schwab from 2016 to 2017. Jesse's approach to financial planning emphasizes tailoring strategies to meet individual client needs and fostering understanding and comfort throughout the process. Outside of his professional work, he enjoys boating, camping, football, golf, and traveling.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Webber serves as a trustee for a family trust. 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 combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory in its investment approach.

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 financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation alongside Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked five years at LPL Financial and ten years at Woodbury Financial Services. Bowman also sells fixed annuities as part of his other business activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, with options for discretionary or non-discretionary management.

Christopher Bice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and one year at OSAIC. He is also a head coach at Brawley IB Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management strategies.

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 with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he held roles at firms including Daly Seven, Inc. and Vincent Valuations, and was involved with the YMCA of the Triangle. He is also associated 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, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals through risk profiling and analytical tools, supporting a large network of advisors and affiliated firms.

Vachel Pennebaker is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and Florida Financial Advisors, along with several positions outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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 Series 66 licensed financial advisor with nine years of industry experience. He is currently with Cetera, having worked there and its affiliate entities since 2016. Prior to his advisory career, he spent nine years working at Rusty Rudder. Additionally, Covington is an insurance agent selling life insurance, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

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.

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.