Matthew Fortenberry is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Prudential-related firms, Wells Fargo Clearing Services, and AXA Advisors. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party asset managers and proprietary advisory models.

Caleb Wyckoff is a financial advisor with Merrill in Huntersville, NC, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. and Merrill since 2023 and previously spent seven years at Harris Teeter. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Laura Spivey is a financial advisor with Edward Jones in Cornelius, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes two years at Movement Mortgage before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

David Hahl is a financial advisor at Edward Jones in Cornelius, NC, with 16 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2010. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Sigmon is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been with Wells Fargo since 2016 and previously worked at Omnistar Financial Group and Thrivent Investment Management. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Mitchell Harris is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with LPL Financial since 2013. His prior roles include positions at Uvest Financial Services Group, Inc. and Ameriprise Advisor Services, Inc. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning and institutional investment platforms.

Amy Murray is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Holston Medical Group, and Novant Health. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Koppenhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2012. Koppenhofer also works as an associate at Williamson Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using detailed analytical tools and supports municipal and public-finance work through unique affiliations.

Raymond Halstead is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He is also the managing partner of REH CPA, PLLC, an accounting firm, and serves as managing partner of Halstead Real Estate Investments. Outside of his advisory role, he is an executive board member and treasurer for FeedNC, a local food bank, and president of the Morrison Executive Suites Owners Association. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures.

David Vespoli is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, LPL Financial, and Stratos Wealth Partners, Ltd. Since 2009, he has also been involved with Stratos Wealth Partners, providing investment advisory services and managing fixed insurance products. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with access to third-party money managers and alternative investments.

Sydney Kimball is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Alex Beilin. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Connor Lacz is a financial advisor with Fidelity Investments, holding a Series 66 credential. He began his advisory career in 2025 and is based in Huntersville, NC. Prior to joining Fidelity, his work experience includes various roles in education, hospitality, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Bruce Lau is a financial advisor with Edward Jones in Mooresville, North Carolina, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a certified independent contract pilot and has served as a first officer for American Airlines. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Matthew Clauss is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. Prior to that, he was with Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and research.

David Weidmayer is a CFP® professional with 32 years of industry experience. He is currently with LPL Financial and previously worked at Weidmayer Wealth Solutions, Commonwealth Financial Network, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is the owner of Sun Towels of Indiana, LLC, a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. Its platform offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional solutions.

Jon Rothenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with various entities within the Cetera network since 2004, including Cetera Wealth Services and Cetera Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored 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, managing over $256 billion in assets through a network of more than 10,000 advisors.

Zachery Adams is a financial advisor at Edward Jones in Cornelius, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and New Western Acquisitions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Kinyon Vinson is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016. Vinson is also a strategic advisor for a recovery center through his involvement with VBR 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, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Kevin Nervegna is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including OSAIC, Sagepoint Financial, Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management Inc. He is also involved with the Financial Independence Group, selling fixed universal life and term insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms.

Samuel Schaefer is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Securities LLC since 2018. Prior to that, he was employed at Global Value Investment Corp. from 2014 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary services, with a broader range of financial product offerings than typical institutional advisers.