John Shaffer is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Corpay and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Paul Jackson is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2009. He holds the Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Edie Kijesky is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. Her work history includes multiple roles at Primerica Advisors since 2018 and prior experience at Sourcepoint/ISGN and Ocwen. She is involved in part-time activities related to sales of loan products, home security referrals, and other home services outside her advisory role. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and focuses on discretionary portfolio management without serving institutional pension or profit-sharing plans.

Christine Sowell is currently the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In this role, she engages with clients to develop, support, and advise them throughout their financial journeys, aiming to provide confidence, insight, and direction to their financial health. Prior to her current role, Christine served as a Financial Consultant at Fidelity Investments from 2019 to 2024. She also has experience as a Senior Manager in Assurance at Ernst & Young LLP from 2005 to 2013. Outside of her professional responsibilities, Christine's interests include family activities, hiking, military service, parenthood, soccer, and traveling.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at LPL Financial since 2005 and previously held roles at Mony Securities Corporation and Trusted Securities Advisors Corp. He also operates Karp Financial Strategies, Inc., a DBA through which he sells fixed annuities and various types of non-variable 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Boone is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Panera Bread and was a student at the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Carrington II is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020. Prior to this, he was employed at Medi Weightloss and ECPI University, among other roles. Outside of advising, 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, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional portfolio management.

Charles Thompson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been affiliated with Raymond James Financial and its services since 2000. Thompson also owns and operates a real estate brokerage license in North Carolina. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional clients through a broad network of advisors.

Bruce Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor since 2001. In addition, he operates a fixed insurance business through F&M Insurance Agency in Granite Quarry, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and various proprietary and third-party resources.

Warren Williams is a financial advisor with LPL Financial in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2008. 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 portfolios, third-party asset management, and institutional platforms.

Mason Hardy is a Financial Consultant currently working at Fidelity Investments. He focuses on collaborating with clients to develop personalized financial plans that align with their individual goals. Mason's approach involves understanding each client's unique situation to create effective and manageable strategies for pursuing their financial objectives. He has accumulated experience through various roles at Fidelity Investments, including Planning Consultant, Investment Consultant, Relationship Manager, and High Net Worth Associate, covering the period from 2022 to the present. Prior to joining Fidelity, Mason worked as a Financial Professional at Equitable Advisors in 2021.

Michael Bird is a financial advisor with Merrill in Cornelius, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Merrill and Bank of America since 2014. Outside of his advisory role, he maintains a rental property where he manages tenant relations. 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, and institutional investors.

Charles Utz is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he leads the Lake Norman office. He has been with Merrill Lynch Wealth Management since 2000, bringing over 20 years of experience in financial services and wealth management. Prior to joining Merrill Lynch, he spent two years with The Hartford. Charles manages a team of six professionals dedicated to providing tailored financial advice and service to high-net-worth individuals and business owners. Charles holds a Bachelor's Degree in Finance from the University of North Carolina at Charlotte. He has earned the Certified Financial Planner (CFP) certification and holds the Personal Investment Advisor (PIA) designation. His approach involves thoroughly understanding his clients' financial priorities and crafting customized portfolio strategies based on their investment goals, time horizon, cost considerations, liquidity needs, and risk tolerance. He follows a disciplined wealth management process built on time-tested investment principles while maintaining flexibility to adapt to changing economic conditions. Residing in the Lake Norman area with his wife and three children, Charles leads an active lifestyle. He and his family enjoy triathlons, golf, running, tennis, and various activities on the lake.

Dianne Eller is a financial advisor at Merrill based in Mooresville, NC, holding a Series 66 designation with four years of industry experience. She has a long tenure at Bank of America, having worked there from 2000 to 2021 before joining Merrill in 2021. Outside of her advisory role, she owns a small rental business. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Euchner Jr. is a financial advisor with Mass Mutual Investors Services in Salisbury, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including over two decades at Metlife Securities Inc. and has been with Mass Mutual and its affiliates since 2016. Outside of advisory work, he owns and manages a tax entity that handles 1099 income. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations with financial planning and asset management. The firm offers collaborative, annual financial planning using firm-approved analytical tools and provides a range of investment and planning services including recent additions like standalone Divorce Planning.

Benjamin Boaz is a Series 66-licensed financial advisor with Wells Fargo Clearing in Davidson, NC, and has 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Boaz serves as the Chairperson of the Board of Commissioners for the Lenoir Housing Authority, which provides housing to low-income families and individuals. 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 across more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Anna Williams is a financial advisor at Edward Jones with 28 years of industry experience. She has previously worked at Wells Fargo Clearing and Scottrade, Inc. Outside of her advisory role, Williams is involved in mentoring youth as a Resident Advisor at New Hope Carolinas, a mental health facility, and also works as a shopper and grocery deliverer for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Aaron Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Kestra Financial Services and Kestra Investment Services. In addition to his advisory work, Anderson teaches online courses at Hillsborough Community College. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Burt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Intl Advisory Consultants Inc. and Synergy Investment Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.