Kenneth Hoffman is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Mitchell Gatewood is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Edward Jones, First Citizens Investor Services, and SunTrust Investment Services. 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 combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

John Miano is a Series 66-registered advisor with Merrill in Huntersville, NC, where he has worked since 2014, accumulating 12 years of industry experience. He is involved in rental property investment activities outside of his advisory role. 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 a range of individual and institutional clients.

Przemyslaw Waszczeniuk is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors and Pinnacle Financial Partners. He is also involved with Pinnacle Asset Management as a Licensed Bank Advisor, referring potential clients to Raymond James advisors. 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 municipal and public finance work through unique affiliations.

Charles Moore III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His previous roles include positions at Nationwide Securities and Nationwide Advisory Services, and he has been involved with Charles Moore Jr Insurance Agency since 1991. 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 various advisory and brokerage services, including financial planning and model portfolios, delivered through a large network of investment adviser representatives.

Robert Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2001 to 2009. Outside of his advisory role, he is the owner and principal of a company that creates and licenses a college basketball pool for national distribution. 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 services including financial planning and portfolio management, utilizing LPL Research model portfolios and third-party subadvisors, supported by advanced operational tools.

Robin Matthews is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. 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 written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

John Henderlite Jr. is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and Cetera Wealth Services. He serves as a board member of the Catawba Foundation Inc., a nonprofit organization involved in fiduciary responsibilities and support for Catawba College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, combining model portfolios, third-party managers, and bespoke strategies.

Allen Roud is the principal advisor at Roud Financial Services, LLC, an independent firm based in Huntersville, NC. He holds the Series 66 designation and has 17 years of industry experience, including two years at Merrill prior to founding his current firm in 2011. Outside of his advisory role, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory and financial planning services to individual clients. The firm employs a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances, offering both ongoing advisory relationships and project-based, hourly planning options.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 65 and Series 66 designations and has previously worked at FSC Securities Corporation, Uwharrie Investment Advisors, Inc., and Uvest Financial Services Group, Inc. Vision Capital & Management offers discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension plans, corporations, and institutional clients. The firm uses a macro-driven investment process focused on asset-class diversification and correlation strategies, managing portfolios primarily with mutual funds and ETFs, including digital-asset-focused ETFs where appropriate.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.