Robert Pawlowski is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill from 2009 to 2022, before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques such as Monte Carlo simulations.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Tim Bryson is a financial advisor at Edward Jones in Claremont, NC, holding ChFC® and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Samuel Edwards is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including SagePoint Financial and WFG Advisors. Outside of his advisory role, he is involved with Southeast Tax & Consulting Services LLC, focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas North II is a CFP® professional with 31 years of experience currently serving at Ameriprise. He has been with Ameriprise and its related entities since 2005 and has also operated T.M. North & Nco. since 1994. He serves on the board of directors for Invest in Others, a nonprofit organization. Ameriprise provides retirement-income planning services for clients generally holding at least $1,000,000 in investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Amy Matthews is a financial advisor at Edward Jones in Lincolnton, NC. She holds a Series 66 designation and previously worked for Lincoln County Schools for 12 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Geoghegan is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at SunTrust Advisory Services, SUNTRUST INVESTMENT SERVICES, Inc., and Wells Fargo Clearing. Geoghegan also operates an insurance agency as part of his business activities. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with multiple firms, including Signature Wealth Group and Stonestreet Wealth Management. Outside of his advisory work, he is a partner at Signature Wealth Group and serves as CEO of 4 Life Investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Michael Woods is a financial advisor at Thrivent Investment Management in Conover, NC, holding a Series 66 designation. He has prior experience at Catawba Valley Health System and Iredell Health System, as well as community involvement through a decade of work at Newton Recreation Center. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without portfolio management or institutional advisory services.

Christopher Cannon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at MassMutual Investors Services and MassMutual Life Insurance Company before joining Raymond James in 2019. Cannon serves on the board and investment task force of the Hickory Museum of Art. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to support non-discretionary consulting and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Szeghy is a financial advisor with Primerica Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 1999. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

William Bell is a financial advisor at Edward Jones in Hickory, NC, with 32 years of industry experience. He has been with Edward Jones since 1994. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Carl Rodgers is a CFP®-designated financial advisor with Raymond James Financial, based in Denver, NC, and has 34 years of industry experience. He has been with Raymond James since 2011 and also serves as a financial advisor at Peoples Bank/Peoples Investment Services. Outside of his advisory work, he acts as a power of attorney for personal matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance activities through its unique affiliations.

Jarred West is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Janney Montgomery Scott LLC and Wells Fargo Clearing. He is also an associate at Williamson Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, institutions, and charitable organizations, offering tailored non-discretionary planning supported by analytical tools and a network of affiliated advisory firms.

Laura Healey is a financial advisor with Merrill in Huntersville, NC, holding a Series 63 designation and 29 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008. Outside of her advisory role, she provides notarial services to Merrill clients. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm employs model-based and discretionary investment strategies for a broad client base, including individuals, high-net-worth clients, and institutional entities.

Ryan Sochacki is a financial advisor with Morgan Stanley in Cornelius, NC, holding a Series 63 designation and having 21 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory and financial planning services. The firm employs structured planning tools and offers a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Leslie Stewart is a financial advisor with LPL Financial in Hickory, NC, holding a Series 66 credential and 21 years of industry experience. Her prior experience includes roles at SagePoint Financial, WFG Advisors, UBS Financial Services, A. G. Edwards & Sons, and Carolina Investment Advisors. She is also co-owner of Southeast Tax & Consulting Services LLC, which provides tax preparation and accounting services. 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 and access to third-party asset management, with a platform that supports both discretionary and non-discretionary account management.