Anna Hale is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and three years of industry experience. She previously worked at Fortegra and held various roles at Florida State University, including Facilities Supervisor and Student Affairs employee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Mark Orton is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and 24 years of industry experience. He has been affiliated with Wells Fargo Clearing since 2016 and with Wachovia Bank, N.A. since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including niche services like business-owner transition and special-needs analysis, and uses Wells Fargo research and tools to develop tailored client recommendations.

Daniel Hylton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Continental Tire for several years in various roles. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals.

Patrick Wittekind is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and has been self-employed for over two decades. Outside of his advisory role, he serves as a trustee for his own defined benefit and 401(k) retirement plans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports its large network with advanced planning tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Consulting Services.

Robert Jordan is a financial advisor with Primerica Advisors in Rock Hill, South Carolina, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2017, and prior to that, worked at Tempur Sealy Inc. for eleven years. Outside of his advisory role, he is a licensed notary public in South Carolina and operates a handyman service. 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 number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and maintaining oversight of its investment models.

Marilyn Hoyle is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 35 years of industry experience. Her prior roles include positions at International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and UBS Financial Services. 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 offers both brokerage and advisory solutions, leveraging research and analytics to support investment decisions across a broad platform of products and services.

Robert Dulskis is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Garrett Wilson is a CFP® with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc. since 2023 and also operates Wilson Financial Group, LLC. Prior to entering financial services, he held positions at Heister Wholesale Parts and worked in education at Campbell University and Gaston Christian School. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary account management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

David Weaver is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with marine services and boat sales firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Robert Tancredi is a Series 66 licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities in Charlotte, NC, where he has been since 2021. His prior experience includes roles at Bank of America, Merrill Lynch, and other firms. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Richard Brown Sr. is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. Outside of financial advising, Brown owns and operates an IT consulting company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Ronald Schroeter is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BB&T Investment Services, Merrill, and Morgan Stanley. Outside of his advisory work, he is involved in home construction through Garland Construction. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support its investment approach and offers a broad range of brokerage and advisory solutions.

William Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail, animal care, and printing. Outside of his advisory role, he is involved in maintaining an office building as a cleaner in Landrum, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors.

Joseph Hagner is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior roles include positions at Woodbury Financial Services, Lord Abbett, and Merrill. Outside of his advisory work, he serves as president and director of Advisory Consulting Services, LLC, a firm involved in recruiting financial advisors. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process featuring asset allocation, portfolio optimization, and a range of managed account solutions supported by third-party money managers and proprietary strategies.

Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

Lucas Beatty is a Series 66-licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as a board member for the Dallas, NC Boys and Girls Club and as a trustee for Venture Church. Thrivent Investment Management offers dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses addressing a broad range of financial planning topics, with opportunities to combine planning and managed-account services under a consolidated billing option.

Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and Cambridge Investment Research Advisors, Inc. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and third-party money manager programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network supporting its platform.

Adrian Smigiel is a financial advisor with Wells Fargo Clearing in Belmont, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank, NA from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Welsh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously holding roles at Bank of America and several other organizations. Outside of his advisory work, he serves as a power of attorney for his parents in cases where they are unable to make decisions for themselves. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joel Burris is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, PaxMentis Advisors, and GCG Wealth Management, where he is currently President and Managing Director. Outside of his advisory work, Burris is involved in a family-owned agricultural and timber farm operation known as Burris Skyfall Ranch. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is recognized for its scale, complex affiliate network, and multi-advisor platform serving individual investors, retirement plans, charities, and corporate clients.