Kelly Richardson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2026, Richardson worked at Atrium Health and Advocate Health from 2022 to 2026, and was a full-time student from 2016 to 2019. 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 and offers a range of discretionary and non-discretionary investment strategies, with a large network of financial advisors and branch offices nationwide.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. In addition to his role at Cetera, he is a senior advisor at Rosso Financial Group, where he focuses on sales and account management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through multiple program structures and access to third-party money managers.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior firms include Morgan Stanley and Citigroup Global Markets. He serves as a member of the Parks & Recreation Committee for the Township of Ferguson in Pennsylvania. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 advisors.

Damion Carufe is a financial advisor with Morgan Stanley in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and prior experience at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2020. He also serves as a trustee in a trust-related role. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Matthew Leonard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Cambridge Investment Research Advisors since 2018 and also runs Leonard & Associates, CPA PLLC. Leonard is involved in consulting related to insurance, benefits, and human resources through MBL Consulting LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of strategies including proprietary models and third-party solutions tailored to client objectives.

Raymond Mones is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2008, previously working at Merrill and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with both discretionary and non-discretionary strategies.

Christopher Borras is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its clients with a nationwide network of advisors and branch offices.

Lauren Chandler is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at F&M Investment Services and has a background that includes roles in education and child development. 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 and third-party asset management, supported by a network of more than 22,800 advisors and a variety of institutional platforms.

Eric Dean is a financial advisor with Equitable Advisors in Mooresville, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Outside of his advisory role, he serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering diversified investment options without sponsoring its own wrap fee program.

Brian Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory approaches with technological tools and oversight of over $819 billion in discretionary assets.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. 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 operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Tyler Ervin is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has held various roles including work at The University of North Carolina at Charlotte and several service-related positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

David Baucom is a financial advisor at LPL Financial with over 21 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2007, following two years at A. G. Edwards & Sons, Inc. Baucom is involved with SAGE Insurance Partners, a non-variable insurance business. 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.

Joelle Walker is a financial advisor with Merrill in Mooresville, NC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Bank of America and Wells Fargo Clearing Services. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Chad Epting is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He worked at ProEquities, Inc. and Protective Life from 2003 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, offering fiduciary advisory services and affiliated investment capabilities.

Lincoln Miller is a financial advisor with MassMutual Investors Services in Salisbury, NC, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His work history includes 11 years at MetLife Securities and over a decade at MassMutual Life Insurance Co before joining MassMutual Investors Services in 2017. He is also involved with Hickory Tree Holdings for tax reporting purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with services structured as annual collaborative engagements.

Michael Wright is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Gary Mcpherson II is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2013. Outside of his advisory role, Mcpherson serves on several nonprofit boards, including the American Financial Education Alliance and the Spirit Club Foundation, and volunteers as a financial literacy teacher. He is also a co-author of "Remarkable Retirement, Volume 2" and participates in advisory groups and community education initiatives. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions—including proprietary and third-party model strategies—with both discretionary and non-discretionary implementations tailored to client objectives.