Richard Johnson is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Johnson also serves as a FINRA arbitrator and owns a limited liability company that supervises compliance for multiple registered representatives. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and multiple investment strategies, offering both discretionary and non-discretionary account management.

Danny Rodriguez is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2007 and has connections to Primerica Financial Services dating back to 2006. Rodriguez is the owner of AIKI Associates LLC, an investment-related business operating in Charlotte, NC. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His background includes over two decades at Bank of America and Merrill, and he has engaged as an author and lecturer since 2021. He also holds a current affiliation with Costco. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved tools and provides a range of event-driven planning programs.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Stephen Kidd is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 12 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, research, and various investment strategies.

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Michael Sowers is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is a 25% owner of Collard Greens Holdings LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research with third-party analytics and offers both brokerage and advisory solutions across a wide range of financial products.

Jackson Webber is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he worked at The Vanguard Group for four years and held brief roles at New York Life and as a self-employed advisor. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kristina Chuprevich is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was involved with Charlotte Motor Speedway for eight years and briefly operated Chuprevich Affordable Real Estate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including both discretionary and non-discretionary options, along with affiliated mutual funds and a proprietary money market fund.

Sheryl Johnson is a financial advisor with LPL Financial based in Salisbury, NC, holding a Series 63 designation and 39 years of industry experience. She previously worked at LPL Financial, LLC from 1986 to 2019 before rejoining the firm in 2025, and has also been associated with SCF Investment Advisors, Inc and SCF Securities, Inc since 2019. Outside of her advisory work, she is involved with Skorpik Johnson Farm in South Dakota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources, with both discretionary and non-discretionary management options.

Phillip Contacos is a financial advisor with Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

Jason Holt is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Linsco Private Ledger Corp for 25 years. His outside activities include serving as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services with discretion over a broad range of investment strategies and access to extensive research and technology.

Latasha Anderson is a financial advisor with LPL Enterprise in Huntersville, NC, holding a Series 66 designation and four years of industry experience. She has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and also serves as a speaker providing financial literacy and personal finance tools. Additionally, she is involved in affiliate marketing and bookkeeping for WORD Fellowship Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform that combines adviser programs with active sales of other financial products.

Matthew Short is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining LPL Financial, he worked in various roles including positions at Cove Church and Cellulose Solutions. LPL Financial is a national 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, financial planning, and consulting services supported by extensive research and model portfolios.

Nicolas Gilliam is a financial advisor with Ameriprise in Mooresville, NC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Outside of his advisory work, he is involved in managing practice operations as COO of Brightstead Management LLC and pursues art as an artist with Creative Dimensions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendations and annual reviews focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Webber serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Stephen Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he serves as an umpire in local recreational sports leagues. 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 utilizes research and analytics to guide investment decisions and offers a wide range of brokerage and advisory solutions.

Raif Todd is a financial advisor with Edward Jones in Salisbury, NC, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is co-president of a family rental property business in Monterey, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices.