Trudy Mullins is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014 and previously worked at Vision Capital & Management and FSC Securities Corporation. In addition to her advisory role, she is an associate at Elmore Financial Group, where she supports administrative and financial advisor functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports various advisory programs and institutional portfolio management.

David Byrne II is a CFP® professional with 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Cornelius, NC. Outside of his advisory work, he is involved in managing rental properties through several entities in the Cornelius and Charlotte areas. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dean Williamson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of advising, he is the owner of Eagles Nest Winery, a winery and wine bar in North Carolina, and he has authored a book. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and consulting services.

Dyron Trotman is a Senior Financial Advisor specializing in building and preserving generational wealth. His practice focuses on assisting executives, professionals, and business owners in managing their income and assets efficiently while addressing the desire to enjoy the fruits of their labor without jeopardizing their financial future. He works closely with clients to develop personalized financial strategies that align with their long-term goals. With expertise in areas such as executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Dyron employs tools like the Merrill Personal Wealth Analysis® to help clients navigate complex financial questions related to exiting careers, managing RSUs, tax minimization, and ensuring family legacies. He is affiliated with Merrill Lynch Wealth Management and holds the Personal Investment Advisor (PIA) designation. Dyron earned a Bachelor's Degree from Norfolk State University. In addition to his professional work, Dyron participates in community volunteering organizations and enjoys personal interests including bowling, football, music, photography, spending time with his family, and watching movies.

Michael Gerken is a financial advisor with Thrivent Investment Management in Newton, North Carolina, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is president of Gerken Enterprises, LLC. Thrivent Investment Management serves individuals, families, businesses, and nonprofit clients by providing Dedicated Planning Services that cover a range of financial topics through goal-based analyses. The firm offers these services as standalone or alongside managed accounts under a consolidated billing system called WealthPlan, without discretionary trading authority.

Matthew Starnes is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2019 and previously worked at SagePoint Financial. Starnes also operates Starnes Financial Group and has been a self-employed insurance agent since 2002. 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 other institutions. The firm offers various financial planning and asset management solutions, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

Mark Teague is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2014. His prior roles include positions at Capital Guardian Wealth Management and Wells Fargo Clearing. He is also appointed as an authorized agent with Blue Cross Blue Shield of North Carolina to sell Medicare-related insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management access, and institutional platforms, supported by extensive advisor tools and a broad spectrum of financial products.

David Schiff is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Cornelius, NC. He has been with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. In addition to his advisory role, Schiff owns Schiff Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes.

Peter Nelson is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Spectrum Financial Inc. and Securities America Advisors. Outside of finance, Nelson serves as a board member and marketing committee chairperson for Exodus Homes, a nonprofit organization focused on helping individuals reintegrate into society after rehabilitation or incarceration. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

Florance Johnson is a financial advisor at Thrivent Investment Management with two years of industry experience. They hold a Series 66 designation and have previously worked at Dollar General, HealthSmart Pharmacy, Kohl's, Avon, and several other organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing planning relationships that cover retirement, tax, estate, business continuation, divorce, and special needs planning. The firm uses goal-based analyses and modeling tools, and clients may combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Mark Sides is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations. He has prior experience working with TIAA-CREF and Accenture as a contractor for TIAA, spanning several years in various roles since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Terry Eskind is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Wachovia Securities. Outside of his advisory work, he is president of Eskind Group LLC, a company involved in managing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

John Watkins is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients in Western North Carolina. He focuses on developing personalized financial strategies designed to help clients pursue their long-term goals through tailored wealth management approaches that adapt to changing market conditions. John's expertise encompasses areas such as college education planning, corporate benefits, executive compensation, family wealth management strategies, and retirement income. He applies his knowledge to assist clients across various financial aspects, including corporate executive services, divorce transition planning, and employee benefits planning. In addition to his professional work, John is active in his community, volunteering with local organizations. He has personal interests in baseball, fishing, golfing, and hunting, reflecting his engagement with the community and leisure activities. John is committed to partnering with clients one-on-one to develop strategies aligned with their individual goals.

Elizabeth Frederick is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Merrill, Wells Fargo Clearing, Keller Williams Lake Norman Realty, and L'BRI Pure and Natural. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

David Ozga is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through both direct client relationships and corporate agreements.

Christopher Rhyne is a Certified Financial Planner® at OSAIC with 24 years of industry experience. He previously worked at Woodbury Financial Services and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales through his own business, Chris Rhyne Financial Management. OSAIC Wealth serves a diverse range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting strategies that include discretionary Unified Managed Accounts and third-party money managers.

Samuel Dyer is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' individual goals to assist them in developing strategies tailored to their financial objectives. His areas of expertise include general investing, retirement planning, and preparing for unexpected financial needs. He holds a Bachelor's Degree from Appalachian State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Samuel engages with clients to discuss their goals and concerns, providing ongoing advice as their financial needs evolve. Outside of his professional responsibilities, Samuel has interests in chess, cooking, fishing, golfing, hunting, skiing, and soccer.

Norris Woody Jr. is a financial advisor with Equitable Advisors in Cornelius, NC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, having worked at Equitable Advisors and its predecessor Axa Advisors since 1997. He serves on the High Point University Alumni Association Board of Directors and is involved in community service through Lambda Chi Alpha at High Point University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored offerings, focusing on client risk assessment and customized investment solutions.

Sarah Montgomery is a Series 66-licensed financial advisor with LPL Financial, bringing four years of industry experience. She previously worked for Truist Investment Services, Inc. for ten years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational tools and a broad network of over 22,800 advisors.

Robert Keller Jr. serves as a Wealth Management Advisor and is a partner in the Utz Keller Wealth Management Group based in Huntersville, NC. He offers wealth management services through Merrill Lynch Wealth Management, aiming to provide personalized financial strategies tailored to the specific needs of entrepreneurs, executives, retirees, business owners, and their families. Robert holds a Master's Degree and a Bachelor's Degree from East Carolina University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise includes corporate executive services, divorce transition planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. In addition to his professional work, Robert is involved in community activities and volunteers with the American Legion. He emphasizes providing service that combines the personalized care of a boutique firm with the resources of Merrill and Bank of America to meet client goals.