Edie Kijesky is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with Primerica and its affiliates since 2018, with prior roles at Sourcepoint/ISGN and Ocwen. Outside of her advisory work, she is involved as a VIP Ambassador with Plexus, a non-investment related activity. Primerica Advisors sponsors 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 entities. The firm offers advisory services using model-based strategies managed by unaffiliated asset managers, supported by discretionary separately managed accounts and third-party trade execution and custody providers.

Christine Sowell is currently the Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In this role, she engages with clients to develop, support, and advise them throughout their financial journeys, aiming to provide confidence, insight, and direction to their financial health. Prior to her current role, Christine served as a Financial Consultant at Fidelity Investments from 2019 to 2024. She also has experience as a Senior Manager in Assurance at Ernst & Young LLP from 2005 to 2013. Outside of her professional responsibilities, Christine's interests include family activities, hiking, military service, parenthood, soccer, and traveling.

Krista Thurmond is a financial advisor at Robert W. Baird & Co. with Series 66 credentials and one year of industry experience. Prior to joining Baird, she worked at Hopewell Academy and Charlotte Mecklenburg Schools. She has also been involved with Soccer Shots of Greater Charlotte. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. Baird employs a range of strategies including SMA programs, tax management, and unified fee arrangements, supported by internal research and investment professional oversight.

Toni Clarke is a financial advisor with Merrill in Huntersville, NC, holding a Series 66 designation and 12 years of industry experience. She previously worked at Michelle Heide & Associates and Ameriprise Financial Services, Inc. Clarke is involved as a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization focused on cultural and community support. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Karp Financial Strategies, Inc., and sells fixed annuities and various types of non-variable insurance products including long-term care, term life, disability, and universal life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Jonathan Boone is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Panera Bread and was a student at the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Caleb Cheyney is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as retirement planning, portfolio management, tax minimization, and special needs planning strategies. Caleb leverages the resources of Merrill and Bank of America to assist federal employees, medical professionals, and business leaders in preparing for well-structured retirements. Caleb holds a Bachelor's Degree from the University of North Carolina System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). His approach emphasizes understanding clients' individual circumstances and providing clear, disciplined guidance to help them manage their financial futures confidently. Outside of his professional work, Caleb enjoys basketball, football, music, pickleball, and spending time with his family. He is also involved in the community through his participation with Niner United at UNC Charlotte.

Robert Carrington II is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020. Prior to this, he was employed at Medi Weightloss and ECPI University, among other roles. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional portfolio management.

Charles Thompson is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and has been affiliated with Raymond James Financial and its services since 2000. Thompson also owns and operates a real estate brokerage license in North Carolina. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both retail and institutional clients through a broad network of advisors.

Warren Williams is a financial advisor with LPL Financial in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with LPL Financial for 18 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Mason Hardy is a Financial Consultant currently working at Fidelity Investments. He focuses on collaborating with clients to develop personalized financial plans that align with their individual goals. Mason's approach involves understanding each client's unique situation to create effective and manageable strategies for pursuing their financial objectives. He has accumulated experience through various roles at Fidelity Investments, including Planning Consultant, Investment Consultant, Relationship Manager, and High Net Worth Associate, covering the period from 2022 to the present. Prior to joining Fidelity, Mason worked as a Financial Professional at Equitable Advisors in 2021.

Karen Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2004, bringing over 20 years of executive sales, marketing, and business development experience from her previous roles at a major consumer products company and a start-up. Karen works closely with a select group of clients, often including multiple generations of the same family, to coordinate all aspects of their financial lives. She focuses on preparing clients for future uncertainties as well as financial opportunities, offering services ranging from income planning strategies to transferring wealth and financial education for the next generations. Karen's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from the University of Michigan and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Karen is also affiliated with professional organizations such as NextUp and Procter & Gamble Alumni. Outside of her professional duties, Karen is involved in community organizations including The First Tee of Greater Charlotte, the University of Michigan Alumni Association - Charlotte, and the Women's Impact Fund in Charlotte. She lives in Lake Norman with her husband and two daughters, and her personal interests include golf, health and wellness, and community service.

Michael Bird is a financial advisor with Merrill in Cornelius, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Merrill and Bank of America since 2014. Outside of his advisory role, he maintains a rental property where he manages tenant relations. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Nicole Mccoy is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes nearly two decades at Wachovia Bank, N.A. and Wells Fargo Clearing. She works with Pinnacle Asset Management in a non-investment capacity, referring clients and collaborating with partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and tailored advisory programs, with notable offerings in municipal finance and SIMPLE IRA employer advisory services.

Patricia Moore is a financial advisor at Merrill with a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1999. Outside of her advisory role, she holds power of attorney for a family trust. 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 for individuals, high-net-worth clients, and various institutional accounts.

Maxwell Clauss is a financial advisor with Morgan Stanley in Cornelius, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held roles at River Valley Co-op and various organizations including The Libby Museum of Natural History and the University of Massachusetts Amherst. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and the use of firm-approved planning tools to model financial outcomes.

Charles Utz is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch, leading the Lake Norman office since 2006. He has more than 20 years of experience in financial services and wealth management, having started his career at Merrill Lynch Wealth Management in 2000 after two years with The Hartford. Charles and his team of six professionals focus on delivering tailored financial advice and comprehensive service to high-net-worth individuals and business owners. He holds a Bachelor's Degree in Finance from the University of North Carolina at Charlotte and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Personal Investment Advisor (PIA). Charles emphasizes understanding his clients’ financial priorities by listening closely to their current situations, future objectives, and concerns, then designing customized portfolio strategies. His approach is based on disciplined wealth management principles that are adaptable to changing economic conditions, enabling clients to focus on their priorities throughout different stages of life. Residing in the Lake Norman area with his wife and three children, Charles enjoys an active lifestyle that includes triathlons, golf, running, tennis, and lake activities.

Dianne Eller is a financial advisor at Merrill based in Mooresville, NC, holding a Series 66 designation with four years of industry experience. She has a long tenure at Bank of America, having worked there from 2000 to 2021 before joining Merrill in 2021. Outside of her advisory role, she owns a small rental business. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Bishop is a financial advisor with Ameriprise in Davidson, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Reimels is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. He worked at Lincoln Financial Advisors Corp for 16 years before joining LPL Financial in 2024. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research, model portfolios, and various investment technologies.