Margaret Suite Arnold is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 14 years. In addition to her advisory work, she operates Victory Wealth Management, providing tax preparation and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Delvin Joyce is a CFP® and ChFC® with 20 years of experience in financial services. He currently works with LPL Enterprise and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is an ESPN broadcaster for college football games and hosts a related podcast. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, and it offers access to financial planning, asset management, and affiliated insurance and trust services.

Cathy Foster is a financial advisor at OSAIC with 24 years of industry experience. She holds the CFP® designation and Securities Series 63 and 66 licenses. Foster has worked at multiple firms including FSC Securities Corporation and Victory Wealth Management Inc., where she has also been involved in insurance services and office management. She is a commissioned notary public. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessments and rebalancing tools.

Kathryn Nusbaum is a CFP® professional at Robert Baird & Co. with 17 years of industry experience. She has been with Robert Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary portfolio management and separately managed accounts.

Leonard Yarnovich is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his financial advisory role, he has a long-standing career in healthcare with Novant Health and Alliance Imaging Healthcare Services. Yarnovich is also involved in sales related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Lesia Marino Brolinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Whelan is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Lockheed Martin and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm offers investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Beverly Granberry is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. She is also a commissioned Notary Public for North Carolina. 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.

Cody Bussell is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. He previously worked at Thompson Private Wealth and Allied Millennial Partners. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment approach that combines quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services alongside managing separate accounts and pooled investment vehicles.

Cole Blankenship is a Financial Consultant at Fidelity Investments. In this role, he draws on Fidelity's resources to develop personalized financial plans tailored to clients' goals, values, and future visions. Cole encourages open communication and partnership with clients to create thoughtful financial strategies. He has been with Fidelity Investments since 2019, gaining experience from various roles including Investment Consultant, Financial Representative, and Investor Center Intern. Prior to joining Fidelity, Cole interned at TMDL LLC, CPA's Consultant in 2018. Outside of his professional career, Cole enjoys outdoor activities such as camping, hiking, scuba diving, skiing, and playing soccer.

Orlando DiBacco is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them and their families achieve their goals. Orlando has held multiple positions at Fidelity Investments, starting as an Intern in 2023, and progressing through roles including Financial Services Representative, Financial Representative, Investment Consultant, before assuming his current position in 2026. His professional experience at Fidelity Investments spans various aspects of financial planning and consulting, providing him with a comprehensive understanding of the financial services industry. Outside of his professional work, Orlando enjoys spending time at the beach, attending concerts, and participating in sports such as football, golf, and tennis.

David Heiligenthaler is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Securities America Advisors, DHFS Wealth Management, and First Allied Advisory Services. He also provides tax preparation and accounting services through a separate business entity. 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, supported by advanced technology tools for advisors.

Wendy Weant is a financial advisor with OSAIC in Salisbury, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with OSAIC since 2018 and previously with Signator Investors and Insight Financial Partners, where she has also maintained a role since 2005. In addition to her financial career, she has been a self-employed singer and performer since 1981. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, and is notable for its scale, affiliate network, and recent consolidation activity.

William Dana II is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, Western & Southern Life, and SagePoint Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and is notable for its large retail advisor and branch network as well as affiliated investment capabilities.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Madison Turner is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Turner was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Turner has held various roles in the food service industry and has experience working at the University of North Carolina at Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

William Dagit Jr. is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked previously at Royal Alliance Associates, Inc. and Lakeside Financial Services, LLC, where he also serves as a managing member. In addition to his advisory roles, he operates a sole proprietorship providing tax consultation and preparation services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of programs including comprehensive financial planning, advisor-managed portfolios, and third-party money manager options.

Zachary Walker is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UNC Charlotte. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily utilizes model-driven investment strategies and provides access to third-party asset managers, financial planning, and a range of affiliated financial services.

Tammy Gilley is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing annual advice.