Gina Burnett is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She has been with Thrivent and its affiliated firm since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account services while maintaining separation between these offerings.

William Andrews is a financial advisor with Fidelity in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in the hospitality industry through his role at Mr. Bowl Fusion and Sushi Mooresville LLC, where he handles food orders and general hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Humana, Inc. and NBCUniversal, as well as work related to UNC Kenan-Flagler Business School. 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 a range of brokerage and advisory solutions supported by research and analytics.

Megan Hinson is a financial advisor with Edward Jones in Mooresville, NC. She holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, she spent 19 years at Lowe's Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Curtis Hurren is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA and TIAA-CREF. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis in constructing model portfolios. The firm is noted for its use of algorithmic methods, AI-driven research, and its advisory role to multiple registered investment companies.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL in 2024, she worked at Eight Eleven Group and Brooksource from 2021 to 2024 and held a position at DHFS Wealth Management in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Robert Aiken is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has prior experience at Raymond James Financial Services and operates Arco Capital Partners, which he founded and manages. He is also involved with REA Systems, an LLC he owns for accounting purposes, and acts as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Brenda White is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC prior to her current role. Outside of her advisory work, she serves as vice president, secretary, and bookkeeper for a family-owned automobile dealership. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Jonee Powell is a financial advisor at Fidelity with 14 years of industry experience. Her prior roles include positions at Independent Financial Group and First Allied Securities. Outside of her advisory work, she also works as an independent contractor driving for Uber in Kannapolis, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.

Davidson Sidden is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. His career includes prior roles at Wells Fargo Clearing Services, Bank of America, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and charitable organizations—and offers financial planning, non-discretionary investment consulting, and institutional advisory services.

Benton Pruitt is a financial advisor with Cetera in Davidson, NC, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Deloitte Consulting LLP and several asset management firms. He is a partner and LLC member at DBK Ventures LLC, where he advises on property management and real estate decisions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad network of affiliated and unaffiliated money managers through various program structures.

Roderick Barnes is a financial advisor with Ameriprise in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Barnes serves on the board of the Gilead Commons Owners Association and is a member of the Lake Norman Advisory Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jerathen Tillman is a CFP® professional with 19 years of experience in the financial services industry. He currently works at LPL Financial and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Jonathan Lentz is a CFP®-designated financial advisor with Edward Jones in Huntersville, NC, where he has worked since 2007. He has 18 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Huang is a financial advisor at UBS Financial Services with five years of industry experience. He has previously worked at Credit Suisse AG and Cathay United Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to align investment plans with clients’ goals and risk tolerances.

Loretta Gifford is a financial advisor with Edward Jones in Concord, NC, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Gifford is listed as a part-time adjunct instructor in the medical billing and coding department at Rowan Cabarrus Community College, though she is not currently teaching. 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 investment and advisory services supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Coble is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as an assistant basketball coach for high school and travel basketball teams. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by in-depth research and analytics.

Zachary Riggan is a financial advisor at Fisher Investments with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Brighthouse Securities, LLC and METLIFE. Fisher Investments provides discretionary portfolio management and sub-advisory services to a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm uses a centralized investment approach combining quantitative and qualitative research to manage globally diversified portfolios and employs various risk management and tax-aware strategies.

Patrick Schaffer is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones and PricewaterhouseCoopers LLP. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Brandon Mainz is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His work history includes roles at PFS Investments Inc., Axio Financial, and multiple positions outside finance such as automotive sales and ride-sharing. He also continues part-time work as an Uber driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies from unaffiliated asset managers and providing custody and trade execution through Pershing. The firm has approximately 3,698 advisors, 1,829 offices, and $15.5 billion in assets under management.