Benjamin Boaz is a Series 66-licensed financial advisor with Wells Fargo Clearing in Davidson, NC, and has 15 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Boaz serves as the Chairperson of the Board of Commissioners for the Lenoir Housing Authority, which provides housing to low-income families and individuals. 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 across more than 14,000 advisors and offers a combination of brokerage and advisory solutions.

Kenneth Sagert is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across multiple industries, including manufacturing and professional services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Anna Williams is a financial advisor at Edward Jones with 28 years of industry experience. She has previously worked at Wells Fargo Clearing and Scottrade, Inc. Outside of her advisory role, Williams is involved in mentoring youth as a Resident Advisor at New Hope Carolinas, a mental health facility, and also works as a shopper and grocery deliverer for Instacart. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

David Coss is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Thomas Cooley is a financial advisor with Raymond James Financial in Cornelius, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Soft Point Media, JB Office, and Eveleigh. He is also involved with Williamson Wealth Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning through analytical tools and supporting a broad advisor network. The firm has notable municipal advisory capabilities and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Todd Hogue is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James Financial Services since 2016 and also works with Signature Wealth Group. Outside of his advisory work, he operates a dog sitting business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, 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.

Jeffrey Basik is a financial advisor at Cetera with 38 years of industry experience and holds a Series 66 designation. He has been with Cetera Advisors LLC since 2013 and recently joined Cetera in 2024. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International, is a board member and finance chair for Hope Seeds, and chairs the finance and missions teams at Tree of Life Church. He is also involved in various community organizations including the US Military Academy Selection Board. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using multi-manager platforms with discretionary and non-discretionary program options.

Aaron Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Kestra Financial Services and Kestra Investment Services. In addition to his advisory work, Anderson teaches online courses at Hillsborough Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

James Burt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Intl Advisory Consultants Inc. and Synergy Investment Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.

David Henkel is a financial advisor with Raymond James Financial in Huntersville, NC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Pinnacle Financial Partners. Outside of advisory work, he manages a rental property listed on VRBO in Davidson, NC. 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 investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Raymond Yackel Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has previously worked with Commonwealth Financial Network and operates his own insurance agency, Raymond A. Yackel Agency, Inc., which he has owned since 1977. 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, model portfolios, third-party asset management, and institutional platforms.

Joseph Haney is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked with Thompson Wealth Group and at Raymond James Financial Services, Inc. Outside of his advisory role, Haney is associated with Thompson Wealth Group as a non-investment related support advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Weimer II is a CFA® charterholder with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously spent a decade at THE Vanguard Group, Inc. in various roles. 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.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Barbero is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has been associated with PFS Investments, Inc. since 2011 and with Primerica Financial Services since 1992. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a firm serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via a large network of advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.

Ryan Likowski is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios, and it serves a variety of clients through discretionary and non-discretionary advisory services.

Cindy Schwamberger is a Series 66-licensed financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief period of unemployment in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients by delivering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Laura Grasso is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.