Debra Schneider is a CFP® with 27 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Troutman, North Carolina. 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 both brokerage and advisory solutions.

John Misle is a financial advisor at Cambridge Investment Research Advisors with over 43 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior work includes 14 years at Lincoln Financial Securities Corporation and a long tenure with Pilot Life Insurance Co. Outside of his advisory role, he serves as a board member of the Sportsmans Club of Charlotte and volunteers on his high school reunion committee. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi‑billion dollar asset base and supports discretionary and non-discretionary management with access to proprietary and third-party model strategies.

Luke Ryan is a financial advisor at Cetera with a Series 66 designation. He has recent experience with David E. Looper & Company, Inc., and multiple roles at Cetera Wealth Services, LLC. Ryan’s background includes work in construction and self-employment prior to entering the advisory field. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 advisors. The firm offers a range of portfolio management and consulting services, featuring multi-manager platform options and a suite of affiliated partners supporting diverse investment strategies.

Adrian Nagy is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual and Steinhafels. In addition to his advisory role, he serves as an officer in the Army Reserves and owns a consulting business that helps veterans navigate the VA benefits system. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and various programs including wrap and money-manager options.

Rachel Weiland is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones. She joined Edward Jones in 2019 after working in various roles including restaurant and small business operations. Edward Jones is a full-service wealth management firm that serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Sandra Austin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Lincoln Financial Securities Corporation and Synergy Investment Group. Outside of her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a range of individual and institutional clients, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi-billion dollar asset base across multiple platforms.

Elizabeth Hobson is a financial advisor at LPL Financial with 14 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2025, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2025, and Guardian Life from 2015 to 2016. She also teaches through the National Business Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Combs is a financial advisor at LPL Financial in Cornelius, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Raymond James Financial Services, Edward Jones, and United Community Bank. Outside of advising, he serves as a board member for Williams Lodge 176, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of investment adviser representatives and integrates advanced operational tools to support client strategies.

Charles Stoner is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held previous positions at UBS Financial Services from 2011 to 2021 and has been with Morgan Stanley Smith Barney LLC since 2021. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Scott Stimson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he works with families and individuals to develop personalized financial strategies aimed at securing a better financial future. He began his financial services career in 2010 and focuses on delivering a comprehensive approach to managing wealth by listening carefully to clients and assisting them in making informed decisions tailored to their individual needs. Scott holds a Bachelor's Degree from the University of North Carolina System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has expertise in family wealth management strategies, liquidity management, personal retirement planning, and portfolio management services. Scott is committed to building trusted relationships and providing customized wealth management strategies to his clients. Beyond his professional work, Scott has been actively involved in his community as a member of Leadership Lake Norman and having served on the Board of Directors for Corvian Community School from 2017 to 2020. He has also held leadership roles including Vice President of Sigma Chi Charlotte Alumni Associates and participates in community initiatives such as the Jimmy Murphey Christmas Community Fundraiser. Scott calls Lake Norman, North Carolina home and integrates community involvement into his work philosophy.

Tiffany Hart is a financial advisor at Raymond James Financial with five years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial and its affiliated firms since 2022, in addition to prior roles at Peoples Bank and OneMan Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.

Charlene Meadows is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, serving a variety of clients while overseeing affiliated and unaffiliated sub-advisers.

Charles Stoner is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling as part of its financial planning process.

Linda O Loughlin is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 18 years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Clearing from 2016 to 2021. Outside of her advisory role, she is employed part-time as a delivery driver for DoorDash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

Kelle Huffman is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at LPL Financial since 2019 and previously held roles at Sagepoint Financial and SunTrust advisory firms. Huffman is also a commissioned notary in North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, with advisory services delivered through a large network of investment adviser representatives.

Christopher George is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He holds a Bachelor's degree in Business Administration from Kent State University. Christopher has over 27 years of experience as a registered Wealth Management Advisor and possesses the Sports & Entertainment Accredited Wealth Management Advisor™ designation, among other professional certifications such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Before his financial advisory career, Christopher was a professional baseball player, selected in the 7th round of the 1988 Major League Baseball draft. He competed for both the Milwaukee Brewers and the Florida Marlins over eight years, earning recognition as a three-time All Star and receiving the Ray Scarborough Minor League Player of the Year Award. His background in professional sports has shaped his approach to business through qualities like motivation, competitiveness, and strong work ethic. Christopher's client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. Outside of his professional work, he is involved with Ronald McDonald House Charities and enjoys spending time with his wife Katie and their two children at their home in Lake Norman. His personal interests include boating, fishing, baseball, and football, and he also coaches his children's sports teams.

Charles Benway is a financial advisor with Thrivent Investment Management in Hickory, NC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, Benway serves as an ordained minister and pastor, performs Christian counseling and ceremonies, acts as a church elder, and is president of the West Point Society of Western North Carolina. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across multiple financial topics and offers an option to combine planning with managed-account services under a consolidated billing arrangement.

Kelly Jones is a financial advisor with Thrivent Investment Management in Hickory, NC, holding a Series 66 designation and 18 years of industry experience. Jones has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of advisory work, Jones serves on the Board of Directors for the Catawba Medical Foundation, a nonprofit supporting the mission of Catawba Valley Health System. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based financial planning across various topics and offers combined planning with managed-account services under a consolidated billing option.

Richard Buchanan IV is a financial advisor with Thrivent Investment Management in Hickory, NC. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he was self-employed for three years and previously worked at Granite Hardwoods, Inc. for twelve years. 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, holistic planning that covers a wide range of financial topics without managing client portfolios directly.