Thomas Fogarty is a Series 66 licensed financial advisor with Edward Jones, based in Mt Holly, NC. He has 14 years of industry experience and has been with Edward Jones since 2011. 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 strategies, separately managed accounts, and affiliated mutual funds.

Amber Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she is a co-owner of RGAA, LLC, which supports her practice operations. Ameriprise serves individuals approaching or in retirement, primarily those with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Rubin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Huntersville, NC, and holds a Series 66 license. Outside of his advisory role, Rubin is a part owner of an e-commerce business focused on wholesale product research and sales on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

John Misle is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 14 years at Lincoln Financial Securities Corporation and over four decades at Pilot Life Insurance Co. Misle serves as a board member of the Sportsmans Club of Charlotte and volunteers on a high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, institutional plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through proprietary and third-party strategies, delivered by a nationwide network of independent financial professionals.

Adrian Nagy is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual and Steinhafels. In addition to his advisory role, he serves as an officer in the Army Reserves and owns a consulting business that helps veterans navigate the VA benefits system. 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 planning engagements and various programs including wrap and money-manager options.

Elizabeth Hobson is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2025, and Guardian Life from 2015 to 2016. She also teaches through the National Business Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Combs is a financial advisor at LPL Financial in Cornelius, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Raymond James Financial Services, Edward Jones, and United Community Bank. Outside of advising, he serves as a board member for Williams Lodge 176, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives and integrates advanced operational tools to support client strategies.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Charles Stoner is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held previous positions at UBS Financial Services from 2011 to 2021 and has been with Morgan Stanley Smith Barney LLC since 2021. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Scott Stimson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he works with families and individuals to develop personalized financial strategies aimed at securing a better financial future. He began his financial services career in 2010 and focuses on delivering a comprehensive approach to managing wealth by listening carefully to clients and assisting them in making informed decisions tailored to their individual needs. Scott holds a Bachelor's Degree from the University of North Carolina System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has expertise in family wealth management strategies, liquidity management, personal retirement planning, and portfolio management services. Scott is committed to building trusted relationships and providing customized wealth management strategies to his clients. Beyond his professional work, Scott has been actively involved in his community as a member of Leadership Lake Norman and having served on the Board of Directors for Corvian Community School from 2017 to 2020. He has also held leadership roles including Vice President of Sigma Chi Charlotte Alumni Associates and participates in community initiatives such as the Jimmy Murphey Christmas Community Fundraiser. Scott calls Lake Norman, North Carolina home and integrates community involvement into his work philosophy.

Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.

Charles Stoner is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling as part of its financial planning process.

Linda O Loughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and external sub-advisers.

Christopher George is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He holds a Bachelor's degree in Business Administration from Kent State University. Christopher has over 27 years of experience as a registered Wealth Management Advisor and possesses the Sports & Entertainment Accredited Wealth Management Advisor™ designation, among other professional certifications such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Before his financial advisory career, Christopher was a professional baseball player, selected in the 7th round of the 1988 Major League Baseball draft. He competed for both the Milwaukee Brewers and the Florida Marlins over eight years, earning recognition as a three-time All Star and receiving the Ray Scarborough Minor League Player of the Year Award. His background in professional sports has shaped his approach to business through qualities like motivation, competitiveness, and strong work ethic. Christopher's client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. Outside of his professional work, he is involved with Ronald McDonald House Charities and enjoys spending time with his wife Katie and their two children at their home in Lake Norman. His personal interests include boating, fishing, baseball, and football, and he also coaches his children's sports teams.