Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

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 Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. 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.

Candance Heavner is a financial advisor at Edward Jones in Lincolnton, NC, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2020, following a decade at Lineberger's Cattle Company. Outside of finance, she is involved with Copper Hill Entertainment in Culver City, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Mitchell Harris is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial in Denver, NC. He has been with LPL Financial since 2013. In addition to his advisory role, he is a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Matthew Foster is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC since 2020. Prior roles include positions at Mass Mutual Life Insurance Co, Advantage Waypoint, and Cabarrus County Schools. He is also the owner of Elite Equity LLC, an entity used for pass-through compensation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, along with various specialized planning programs.

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.

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, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Lau works as an independent contract pilot and has served as a first officer for American Airlines. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a network of over 23,000 financial advisors nationwide.

Matthew Clauss is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Morgan Stanley since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling to support client financial plans, offering services primarily in an advisory capacity.

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, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a strategic business advisor for a recovery center through his involvement with VBR LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Kevin Nervegna is a financial advisor at LPL Financial with 18 years of industry experience. His prior roles include positions at OSAIC, Sagepoint Financial, Questar Asset Management, Questar Capital Corporation, and GCG Wealth Management. He holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

Nicholas Caropreso is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior professional experience at Lowe's Companies Inc., Johnson & Johnson, Unilever, and Pinnacle Foods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Wilson is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mutual of Omaha, The Prudential Insurance Company of America, and OneAmerica Securities. Outside of his advisory role, Wilson serves as a board member and trustee for a local church and is involved in several related business activities including founding a firm focused on insurance and benefits. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base ranging from individuals to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management and investment strategies.

James Tapp II is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 66 and Series 63 designations and has been with Wells Fargo firms since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Patrick Nielsen is a financial advisor with Edward Jones in Mooresville, NC, holding CFP® and Series 66 credentials and seven years of industry experience. Before joining Edward Jones in 2018, he worked for twelve years at Lowe's Companies, Inc. Outside of his advisory work, he owns and operates a self-publishing business through which he writes fiction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.