Stephen Wang is a financial advisor with LPL Financial in Huntersville, NC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a business owner of Without Limit Inc., a non-investment related enterprise. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

John Fitch III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments and NYLife Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services utilizing both discretionary and non-discretionary management approaches.

James Spillane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Rita Bliven is a financial advisor with Edward Jones in Kannapolis, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Edward Jones in 2020, she worked at First Citizens Investor Services and First Citizens Bank. She is also involved in self-publishing. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Derek Coffren is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes positions at Cambridge Investment Research Advisors since 2017 and prior roles with Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutions, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple portfolio management options, including proprietary models and access to third-party strategists, with flexible implementation across various platforms.

Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC. She holds Series 65 and Series 63 credentials and has eight years of industry experience. She is also involved in her community as the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment solutions, including proprietary models and access to third-party strategists, with flexible custody and platform options tailored to client objectives.

Jeffrey Kendall is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2007 and also operates Triumvirate Financial Services, a related investment business. 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, offering a range of financial planning, advisory programs, and consulting services.

Kurt Culbert is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to his advisory role, he worked five years at NASCAR, Inc. Outside of finance, he serves as President of the NC Skeet Shooters Association and owns a small farming operation called Queen of the Grove. 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, institutions, and corporations. The firm specializes in tailored, non-discretionary planning and employs analytical tools to support client goals while offering advisory programs and institutional consulting.

Mark Whitley is a financial advisor with Raymond James Financial in Concord, NC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pinnacle Financial Partners. Outside of his advisory work, he is involved with Pinnacle Asset Management, where he manages client assets through discretionary portfolios. 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 uses tailored planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Mia Barnes is a financial advisor with Ameriprise in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Kerry Ernst is a financial advisor at Edward Jones in Salisbury, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2019, she worked at the Disney Store and has experience in early childhood education through her role at Ramah Presbyterian Preschool. 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 solutions supported by a large nationwide network of advisors and branches.

Christopher Arcuri is a financial advisor with Morgan Stanley in Concord, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior work includes 15 years at TIAA-CREF and roles at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Michael Hanzlik is a CFP® professional with over 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advising role, he is a partner at Two Kings Investors LLC, a commercial real estate business in Concord, NC. 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 variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jillian North is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Arizona State University and was involved with the Valley of the Sun Jewish Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brad Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Thrivent and its affiliated entities since 2005. Outside of his advisory role, Brady serves on the board of the Rowan Medical Foundation, which supports community involvement and fundraising for Novant Medical Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services distinct.

Amanda Rachau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her work history includes roles at Pfs Investments Inc. since 2010 and involvement with Pfs University from 2012 to 2018. She also engages in sales of investment-related products and receives compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

Sherman Spears is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has held positions at Wells Fargo Bank and United Parcel Service and served in the United States Army. Spears has approximately one year of experience in the financial advisory industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Patty Hanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary public and also works as a retail sales associate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.