Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Glenn Slezak is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. His previous roles include positions at Homepoint Financial, ResiCentral, Oxford Solutions, and Allen & Newman, PLLC. He is based in Stanley, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Garrett Williams is a financial advisor with Edward Jones in Lake Wylie, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Enterprise Holdings and O'Reilly Auto Parts. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Andrew Howard is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he also owns and manages a rental property in Stanley, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Kenneth Stupski is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and LPL Enterprise. He is also the owner of Pelham Financial Group, LLC, and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and focuses on collaborative, annual planning relationships.

Asif Akand is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo and the Royal Bank of Canada. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Dominique Vercaemert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and has also been associated with Strategic Financial Solutions, Inc. since 1997. Outside of his advisory roles, Vercaemert serves as President and CEO of Valta, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Antonius Hendrix is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His prior experience includes seven years at Edward Jones and roles at Charlotte Business Advisors LLC and SPGPrints. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and third-party managers.

Christopher Leazer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including over 17 years at Raymond James Financial Services Advisors and two years at Uvest Financial Services Group. Outside of advisory services, he is the president of CBL Financial Services, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Dawn Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. She previously worked at Raymond James Financial Services and Gunnallen Financial before joining Cambridge in 2010. Outside of her advisory role, she serves as a FINRA arbitrator and is president of an independent insurance group focused on insurance and benefits. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, 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 includes proprietary model strategies under the Founders Gate Capital brand.

Jesse Rankins Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Lincoln Financial Advisors Corporation for 32 years. In addition to his advisory role, he is licensed as an insurance agent offering disability, annuities, long-term care, life insurance, and commission-based group health insurance products. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services with a model-based investment approach that incorporates portfolio optimization and a range of managed account options.

James Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 25 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Young serves as a Board Commissioner for the South Carolina Education Lottery Commission. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. Its investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional services such as financial planning and access to third-party asset managers.

Nathaniel Humes is a financial advisor with Edward Jones in Gastonia, NC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. His prior positions include roles at The Vanguard Group Inc and LPL Financial, as well as a five-year period at Living Word Tabernacle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Cory Mc Cleaf is a financial advisor with LPL Financial holding a Series 66 designation and no prior industry experience. Before joining LPL Financial in 2026, he was with Cambridge Investment Research, Inc. for one year. He is also involved with CrossFit Pineville, where he has been active since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive advisor tools and partnerships.

Jay Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 22 years before joining Raymond James in 2024. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with an emphasis on tailored, non-discretionary consulting supported by extensive research and multiple portfolio management styles.

Christopher Pridnia is a CFP®-designated financial advisor with 38 years of industry experience, currently with Raymond James Financial in Gastonia, NC. He has been associated with Raymond James and its affiliates since 2004 and is also an owner of Bluestone Financial Advisors Inc. Outside of his advisory work, he has a 50% ownership stake in VP Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting a broad client base through an extensive network of advisors.

Richard Sheehan is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 27 years of industry experience. His prior work includes roles at LPL Financial, RBC Capital Markets, and American Enterprise Investment Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written reports and annual advice. The firm’s approach integrates investment research, third-party data, and algorithmic tools within a defined investment universe influenced by affiliated products and fee arrangements.

Nathaniel Peoples is a CFP® with four years of industry experience, currently affiliated with LPL Financial and Harbor Financial Group. He previously worked at Edward Jones for four years and has served as a student pastor at City Church, where he taught and mentored students while overseeing the ministry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management solutions through a large network of advisers and utilizes various strategic and tactical investment options.

Siddharth Patel is a financial advisor with Merrill in Pineville, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he is a co-owner of a Subway franchise operated through MahiSagar LLC. 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, and institutional investors.

Austin Mistry is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. Their process integrates centralized due diligence with quantitative and qualitative research and includes a broader derivatives and commodities capability compared to many institutional advisory programs.