Mark Arigo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2023. Outside of his advisory role, he works as a part-time coach and trainer at Lake Norman Athletic Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and delivers personalized advice through a centralized consulting team.

Michael Pfeffer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 operates on a large scale with approximately $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Noah Allmaras is a CFP® professional with eight years of industry experience. He is currently with Edward Jones, where he has worked for four years. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, The Vanguard Group, and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

John Tan is a financial advisor with LPL Financial based in Statesville, NC. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Gradient Securities, LLC for ten years and has been involved with Tkachyk Finance & Insurance Services, Inc. since 2011. Outside of his advisory work, Tan is a business owner of Bluesky Distillery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Rocky Ward is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and is also a partner at Guru Products, LLC, a company that sells baseball software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and its fiduciary standard in providing advisory services.

Jean Rene Pelletier is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems since 2021, as well as previous positions at The Home Depot and Pelma LLC. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Debra Schneider is a CFP® with 27 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Troutman, North Carolina. 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.

Bill Izykowski is a Financial Consultant with experience in providing tailored financial planning services. Currently, he works with clients to develop customized financial plans aimed at achieving their unique short- and long-term financial goals. He served as Vice President and Financial Consultant at Charles Schwab from 2017 to 2024, where he gained experience in financial consulting and advising. Outside of his professional work, Bill has personal interests that include baseball, boating, fitness, football, golf, and outdoor adventures.

Roy Boone is a financial advisor at Edward Jones in Mooresville, North Carolina, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as a trustee managing family tree farms in Mooresville. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions and tax-efficient services.

Tracee Schraeder is a CFP® professional at Stifel with 26 years of industry experience. She previously worked at Wells Fargo Clearing for eight years and Prudential Equity Group, LLC for three years. Schraeder is based in Mooresville, NC. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Dennis Lehman is a CFP® with 36 years of industry experience, currently serving at OSAIC since 1991. He previously worked with Financial Planners Of Cleveland, Inc. dba NCA Financial Planners for 30 years. Lehman is also the owner of Heritage Financial Planners, an S Corporation involved in security sales, and holds a life insurance license. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with various strategies and maintains multiple custodial and affiliate arrangements.

Alan Morgan is a financial advisor with LPL Financial in Mooresville, NC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at IFG Advisory, LLC and Carolina Planning Consultants, LLP. Outside of advising, he serves as a FINRA arbitrator and works as an ice hockey official. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

Charles Moore III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His previous roles include positions at Nationwide Securities and Nationwide Advisory Services, and he has been involved with Charles Moore Jr Insurance Agency since 1991. 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 various advisory and brokerage services, including financial planning and model portfolios, delivered through a large network of investment adviser representatives.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 65, Series 63, and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Allstate Financial Services, and Hornor, Townsend & Kent. He also serves as an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements that utilize firm-approved software tools to analyze client goals and deliver written recommendations.

Robert Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2001 to 2009. Outside of his advisory role, he is the owner and principal of a company that creates and licenses a college basketball pool for national distribution. 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 range of advisory services including financial planning and portfolio management, utilizing LPL Research model portfolios and third-party subadvisors, supported by advanced operational tools.

Garrett Bailey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked with FSC Securities Corporation, Uwharrie Investment Advisors, Inc., and Uvest Financial Services Group, Inc. prior to her current role. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, charitable organizations, and institutional clients. The firm uses a macro-driven “core vision thesis” investment process that emphasizes asset-class diversification and correlation strategies, primarily employing mutual funds and ETFs in portfolio management.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.