Leslie Cocking is a financial advisor with Raymond James & Associates in Midland, NC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to joining Raymond James, Leslie worked at firms including PNC Investments, Truist Investment Services, and LPL Financial. Outside of advisory work, Leslie owns a jewelry reselling business on eBay and serves as an officer of The Green Side Inc., a company involved in industrial machinery. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and multiple portfolio management strategies.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jack Fischer is a Planning Consultant at Fidelity Investments, where he develops personalized financial plans and investment strategies tailored to clients' life goals. He has been with Fidelity Investments since 2021, progressing through roles including Benefits and Planning Consultant, Investment Solutions Representative in various capacities, and Customer Relationship Advocate. Prior to joining Fidelity, Jack worked as a Research Analyst at Fischer Investment Group in 2018 and 2020. His experience spans financial planning, investment solutions, and client relationship management. Outside of his professional work, Jack has interests in fitness, golf, and reading.

Stefanie Moxham is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Oriental Bank and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing, tax-aware advice for clients approaching or in retirement.

David Smith is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked since 2009. He has 27 years of industry experience. Outside of his advisory role, he serves as a council member for CHS Union Advisory Council and is on the board of directors for Union Power Cooperative, both located in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated financial services.

Mark Walker is a financial advisor with Ameriprise in Matthews, 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. Walker serves on the Board of Directors for the British American Business Council. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, point-in-time recommendations delivered in partnership with client advisors.

Amber Mccormick is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked with Strategic Advisers, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios delivered to intermediary platforms.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. 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 more than 23,700 advisors nationwide.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Mathias Rick is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously with Metlife Securities. Outside of his advisory work, he serves as Treasurer on the board for the Charlotte St. Patrick’s Day Parade Committee, helping coordinate parade logistics and financial duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning such as divorce and estate settlement.

Stephen Repak Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at OSAIC and SagePoint Financial, Inc. Repak is also an author through Repak Enterprises, a non-investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and both discretionary and non-discretionary management options.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Metlife Investors Distribution Company, Equitable Advisors, and Osaic Institutions. Outside of his advisory work, he serves as head coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national 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.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Keyton Elmore is a financial advisor at Edward Jones in Indian Trail, NC, with two years of industry experience. He holds a Series 66 designation and has held positions at Principal Securities Inc, Principal Life Insurance Company, and several other firms. Prior to his financial career, he spent six years at the University of Alabama and three years at Shoal Creek Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and 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.

Stanley Worrell Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristin Laxton is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with four years of industry experience. She has been with Ameriprise since 2017 and previously worked at Hickory Mechanical, Inc. and Lenoir Rhyne. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written 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 tailored recommendations through a centralized consulting team.