John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms including Signature Wealth Group, Wdsworth Group-First Financial Resources, and IFG/Russell Advisors. He is also CEO of 4 Life Investments, a real estate brokerage, and is a partner at Signature Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary services that incorporate risk profiling and scenario modeling. The firm supports a broad advisor network and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

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.

Adam Davey is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on legacy planning, personal retirement planning, and tax minimization. Adam works with clients to develop strategies that address their short-, mid-, and long-term financial goals and provides ongoing advice tailored to changing needs. He facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Before transitioning to financial advising, Adam spent ten years in the golf industry as a member of the PGA. His passion for investing motivated a career change that continues to emphasize helping clients in meaningful ways. He describes his approach as transparent, honest, and focused on simplification and stress reduction in the financial planning process. Adam holds a Bachelor's Degree from Pfeiffer University, an Associate's Degree from Loughborough University, and a High School Diploma from Spalding Grammar School. He has earned the Personal Investment Advisor (PIA) designation. Outside of work, Adam enjoys golfing, soccer, and spending time with his family.

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, North Carolina, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with Edward Jones and its affiliated entity since 1994. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large 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 with Raymond James Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Janney Montgomery Scott and Wells Fargo Advisors. He currently works with Williamson Wealth Group in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, institutions, and organizations using tailored, non-discretionary planning and investment consulting supported by advanced analytical tools. The firm offers specialized municipal and public-finance services and employer advisory programs.

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 at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley and its affiliates since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning arrangements.

Leslie Stewart is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. Stewart previously worked at SagePoint Financial for six years before joining LPL Financial in 2019. He is co-owner of Southeast Tax & Consulting Services LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Nikkita Gibson is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Her prior roles include positions at Deal Financial Group, Inc. and Heritage Planning Associates. Outside of finance, Gibson is an artist with over 20 years of experience and serves on the audience engagement committee at the Hickory Museum of Art, as well as on the board of the nonprofit Outright Youth. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to third-party managers across multiple program structures and custodial relationships.

Steven Reese is a financial advisor at Edward Jones in Hickory, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Reese is involved in commercial real estate as a partner and serves as vice president of the owners association for a local property. 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 and affiliated products, supported by a large national network of financial advisors and branches.

Nicholas St George is a CFP® with 20 years of industry experience, currently with LPL Financial since 2023. His prior experience includes roles at Woodbury Financial Services, Raymond James Financial Services, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Amy Lowe is a financial advisor with Morgan Stanley, holding a Series 66 credential and 14 years of industry experience. She worked at UBS Financial Services from 2011 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she has been since 2021. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Zoran Smiljanic serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2004, beginning his career at HSBC before joining Merrill and the Utz Keller Wealth Management Group in 2017. In his current role, Zoran works closely with clients and their families to provide integrated financial advice and both short- and long-term wealth planning. His approach emphasizes understanding each client’s goals to develop tailored strategies that offer clarity and control over their financial lives. He leverages the investment insights of Merrill and the banking services of Bank of America to address various financial needs. Zoran’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He employs a holistic wealth management process that considers seven key life priorities: family, finances, health, home, leisure, work, and giving. This goal-based approach helps clients navigate changing life circumstances and evolving priorities. Zoran earned a Bachelor’s degree in Applied Economics and Management from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Serbo-Croatian. Originally from upstate New York, he now resides in Huntersville, where he enjoys spending time with his wife and children and exploring the Lake Norman and Charlotte areas. His personal interests include basketball, boating, cooking, golfing, hiking, skiing, and tennis.

Henry Thompson IV is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Cambridge since 2016 and also has a longstanding affiliation with Capital Concepts dating back to 2004. Outside his advisory work, he serves on multiple nonprofit boards, including as president of the SALT Block board and a member of the YMCA of Catawba Valley Soccer Club board. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement plan services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies.

Thomas Bumgarner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at VOYA Financial Advisors and has operated his own firm, Stan Bumgarner Incorporated, since 2010. He is also the owner of Stan Bumgarner Wealth Management and works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Rebecca Foret is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include working at Hope Academy for six years and operating a personal business for one year. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Steven Johnson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his work at Raymond James, he is the CEO of The Johnson Financial Group LLC. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.