Beverly Granberry is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at LPL Financial since 2017. Beverly is also a Notary Public for North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Cody Bussell is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. He previously worked at Thompson Private Wealth and Allied Millennial Partners. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment approach that combines quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services alongside managing separate accounts and pooled investment vehicles.

Cole Blankenship is a Financial Consultant at Fidelity Investments. In this role, he draws on Fidelity's resources to develop personalized financial plans tailored to clients' goals, values, and future visions. Cole encourages open communication and partnership with clients to create thoughtful financial strategies. He has been with Fidelity Investments since 2019, gaining experience from various roles including Investment Consultant, Financial Representative, and Investor Center Intern. Prior to joining Fidelity, Cole interned at TMDL LLC, CPA's Consultant in 2018. Outside of his professional career, Cole enjoys outdoor activities such as camping, hiking, scuba diving, skiing, and playing soccer.

Orlando DiBacco is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them and their families achieve their goals. Orlando has held multiple positions at Fidelity Investments, starting as an Intern in 2023, and progressing through roles including Financial Services Representative, Financial Representative, Investment Consultant, before assuming his current position in 2026. His professional experience at Fidelity Investments spans various aspects of financial planning and consulting, providing him with a comprehensive understanding of the financial services industry. Outside of his professional work, Orlando enjoys spending time at the beach, attending concerts, and participating in sports such as football, golf, and tennis.

David Heiligenthaler is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Firms including Securities America and First Allied Advisory Services. He also operates DHFS Wealth Management, a business related to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services delivered through a large network of investment adviser representatives.

Wendy Weant is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Signator Investors, Inc. and has been associated with Insight Financial Partners, LLC since 2005. Outside of her advisory work, she has been a self-employed musician and performer since 1981, occasionally performing at weddings, funerals, and special events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a variety of tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Dana II is a financial advisor with Edward Jones in Mooresville, NC, holding Series 66 and Series 63 designations and 24 years of industry experience. His prior roles include positions at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, Western & Southern Life, and SagePoint Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its large advisor and branch network and maintains affiliated capabilities beyond advisory services, including trust services and securities-based lending.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Madison Turner is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Madison was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

William Dagit Jr. is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth since 2023. Prior to that, he spent over two decades at Royal Alliance Associates and has managed Lakeside Financial Services, LLC since 2001. In addition to advising on investments, he provides tax consultation and preparation services through his CPA practice. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to deliver customized portfolio management solutions.

Tammy Gilley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 1997. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, serving clients with advisory, brokerage, and insurance solutions.

Lewis Daye II is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within Wells Fargo’s affiliated firms since 2009. Outside of his advisory role, he is involved in residential rental property ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to client needs, with planning engagements typically discrete and utilizing proprietary research and tools.

Chaz Bailey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before taking on his current role in 2024. Prior to this, he held financial advisor positions at Consolidated Planning, Inc. in 2023 and Northwestern Mutual Wealth Management Company from 2021 to 2023. Chaz focuses on helping clients align their investment strategies with their goals through a collaborative approach centered on understanding and serving their unique needs. His professional experience spans multiple roles in the financial advisory field, providing him with insight into investment consulting and wealth management. Outside of his professional work, Chaz has personal interests that include biking, fitness, running, and swimming.

Charles Walker is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 1997. Outside of his advisory role, he provides notary services in Charlotte. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Douglas Webb is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and West Marine, alongside teaching experience at the University of South Carolina and Dutch Fork High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Brett Stoner is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Brett co-owns a private investment holding company, LYGS Investments, with his spouse. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Gina Burnett is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She has been with Thrivent and its affiliated firm since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account services while maintaining separation between these offerings.

William Andrews is a financial advisor with Fidelity in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in the hospitality industry through his role at Mr. Bowl Fusion and Sushi Mooresville LLC, where he handles food orders and general hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Humana, Inc. and NBCUniversal, as well as work related to UNC Kenan-Flagler Business School. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Megan Hinson is a financial advisor with Edward Jones in Mooresville, NC. She holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, she spent 19 years at Lowe's Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.