Raymond Yackel Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has previously worked with Commonwealth Financial Network and operates his own insurance agency, Raymond A. Yackel Agency, Inc., which he has owned since 1977. 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.

Joseph Haney is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked with Thompson Wealth Group and at Raymond James Financial Services, Inc. Outside of his advisory role, Haney is associated with Thompson Wealth Group as a non-investment related support advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Weimer II is a CFA® charterholder with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously spent a decade at THE Vanguard Group, Inc. in various roles. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Donald Osborne is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and has also worked with Alan F. Burke, CPA, PA during his career. Outside of advising, Osborne is involved as a partner in a tax preparation business and holds a power of attorney role for family investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports a broad advisor network with specialized municipal and public finance capabilities.

Michael Barbero is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has been associated with PFS Investments, Inc. since 2011 and with Primerica Financial Services since 1992. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a firm serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via a large network of advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.

Ryan Likowski is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors. 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 combines fundamental research with quantitative and algorithmic methods to construct model portfolios, and it serves a variety of clients through discretionary and non-discretionary advisory services.

Laura Grasso is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Glen Archer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and has led Archer Wealth Group since 2010. Outside of his advisory roles, he owns ArcherWealthGroup, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Patrick Smith is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC, US Tech Solutions, Target, and the University of North Carolina at Charlotte. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC since 2026. His background includes roles in hospitality and retail, including positions at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm employs a model-based investment approach with various portfolio management options and operates a complex affiliate network.

Isaac Velez Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including at Green Valley Grill and the David Omari Social Media Academy LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions for both retail and institutional investors.

Hannah Lee is a financial advisor at Merrill in Concord, NC, holding a Series 66 designation with five years of industry experience. She previously worked at Wells Fargo & Co. for 14 years before joining Merrill Lynch, Pierce, Fenner & Smith Incorporated, where she has been since 2019. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marsha Carver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Sally King is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Valic Financial Advisors, Edward Jones, Charles Schwab, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its investment approach.

Douglas Weltz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC, where Weltz is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation.

Ronald Ceccarini is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward Jones since 2014. Based in Mooresville, NC, he serves clients through the firm’s extensive wealth management platform. 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 supported by a nationwide network of approximately 23,700 financial advisors. The firm manages over $1 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Adam Bloom is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 26 years at Edward Jones. Bloom is president of ASB Endeavors, LLC, his personal operating entity, and serves as a board member of the Associate Reformed Presbyterian Church Board of Benefits, overseeing health insurance and pension plans. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also offers specialized municipal advisory and SIMPLE IRA employer consulting services.

Andrew Ricciarelli is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at American Cedar & Millwork and Pella Carolina Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.