Dana Horton is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Horton is a member of a family-owned real estate LLC and serves as a notary public, providing document notarization services as needed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously held positions at Bethune Cookman University, Bank of America, and the Town of Cornelius staff. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Almond is a financial advisor at Edward Jones in Hickory, NC, with seven years of industry experience. He holds the Series 66 designation and previously worked in the mortgage industry at Movement Mortgage and W R Starkey Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Larkin Wobbe is a CFP® professional with 12 years of experience in financial advisory. He is currently with Raymond James Financial Services Advisors, where he has worked since 2022, following several years at Wells Fargo in various advisory roles. Outside of Raymond James, Wobbe is involved as an associate financial advisor at Williamson Wealth Group, where he supports client servicing and acquisition. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs in municipal and public finance.

Joshua Roberson is a financial advisor at Edward Jones in Denver, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jared Newman is a financial advisor with LPL Financial and holds Series 65 and Series 66 credentials. He has 24 years of industry experience, with prior roles at Cetera, First National Bank of Pennsylvania, and SunTrust Advisory Services. Jared currently serves as a Regional Director of Private Banking at United Community Bank. 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. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jolie Bishop is a financial advisor with Ameriprise in Huntersville, NC, holding a Series 66 designation. She has been with Ameriprise since 2023 and has prior experience in education and hospitality, including five years at Midwood Smokehouse and four years at Auburn University. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked at Raymond James Financial Services since 1999 and Peoples Bank/Peoples Investment Services since 2015. Brown also serves on the Planning Board for the City of Conover, North Carolina, and acts as trustee and executor for his late father’s estate, including managing the sale of Wilkes Broadcasting Company, a family-owned radio station. 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 institutions. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools, and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Amber Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP®, ChFC®, and Series 66 designations and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she is a co-owner of RGAA, LLC, which supports her practice operations. Ameriprise serves individuals approaching or in retirement, primarily those with at least $1 million in net investable assets, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Collin Carlton is a Series 66-registered financial advisor with Thrivent Investment Management, based in Hickory, NC, and has four years of industry experience. He has worked at various Thrivent entities since 2021 and has prior experience at Appalachian State University and Lowe's Home Improvement. Outside of his advisory role, he serves as an ambassador for Muller Choker, an outdoor company specializing in hunting and skeet shooting equipment. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based financial analyses without discretionary trading authority. The firm offers integrated planning and managed-account services, emphasizing periodic plan reviews and a broad range of financial topics.

Kaden Lail is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, he provides clients with financial guidance and strategies tailored to their individual goals, including general investing, retirement planning, and preparing for unforeseen financial needs. He works closely with clients to understand their priorities and develop comprehensive plans to pursue their short-, mid-, and long-term objectives. Additionally, Kaden offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Kaden holds a Bachelor's Degree from the University of North Carolina System. He has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, which reflect his commitment to professional development and expertise in retirement planning and investment advisory services. Through ongoing discussions, Kaden provides advice and guidance that adapts as clients' needs evolve, maintaining a focus on uncovering what matters most to them and their families to create effective financial strategies.

Debra Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Misle is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 14 years at Lincoln Financial Securities Corporation and over four decades at Pilot Life Insurance Co. Misle serves as a board member of the Sportsmans Club of Charlotte and volunteers on a high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, institutional plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through proprietary and third-party strategies, delivered by a nationwide network of independent financial professionals.

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.

Sandra Austin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 21 years of industry experience. She previously worked at Lincoln Financial Securities Corporation for 10 years prior to joining Cambridge in 2021. Outside of her advisory role, she is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals using a variety of portfolio management and platform options.

Elizabeth Hobson is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2025. In addition to her advisory role, she teaches at the National Business Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by extensive research and a variety of investment strategies.

James Combs is a financial advisor with LPL Financial in Cornelius, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. He also serves as a nonprofit board member for Williams Lodge 176. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.