Glen Archer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and has led Archer Wealth Group since 2010. Outside of his advisory roles, he owns ArcherWealthGroup, a support company. 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, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Webster is a financial advisor with Mass Mutual Investors Services in Huntersville, NC. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2024, he spent eight years at Wilco Finance. Outside of his advisory role, he works as a business coach and mentor through Elevate Strategy & Consulting, supporting other professionals in business growth. Mass Mutual Investors Services 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 financial planning engagements using firm-approved software and educational seminars.

Patrick Smith is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC, US Tech Solutions, Target, and the University of North Carolina at Charlotte. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Harry Mcnair Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s market models.

Dave Edwards Jr. is a financial advisor with Raymond James Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Raymond James Financial Services Advisors Inc. since 2017, following six years at Wells Fargo Advisors. He serves as a successor trustee for Koppenhofer. 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 delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Isaac Velez Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including at Green Valley Grill and the David Omari Social Media Academy LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions for both retail and institutional investors.

Hannah Lee is a financial advisor at Merrill in Concord, NC, holding a Series 66 designation with five years of industry experience. She previously worked at Wells Fargo & Co. for 14 years before joining Merrill Lynch, Pierce, Fenner & Smith Incorporated, where she has been since 2019. 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 model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Magali Hoffiz Colombo is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry and four years specifically with Merrill Lynch. Based in the Lake Norman area, she focuses on helping individuals and families manage their financial lives, guiding them toward their personal and long-term financial objectives. Her expertise includes various client focus areas such as Divorce Transition Planning, Employee Benefits Planning, Equity Compensation Services, Institutional and Corporate Benefit Services, Employee Financial Health, International Wealth Management, Legacy Planning, Personal Retirement Planning, Women and Wealth, and Sports & Entertainment. She leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive, goals-based financial strategies tailored to each client's unique perspectives and needs. Magali holds a Master's Degree from La Sorbonne and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English, French, and Spanish. In her community involvement, she participates in the Alliance Française. Magali's personal interests include antiquing, baseball, cooking, music, running, skiing, soccer, spending time with family, traveling, and volleyball.

Marsha Carver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Ryan Canada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' long-term goals and unique circumstances. His approach emphasizes comprehensive wealth management across seven key areas: family, finances, health, home, leisure, work, and giving. Ryan works closely with clients to navigate evolving life cycles and market conditions, aiming to provide thoughtful and disciplined guidance tailored to individual priorities. His expertise includes college education planning, family wealth management strategies, legacy planning, socially responsible and values-based investing, retirement planning, and tax minimization. He holds a Bachelor's Degree from Radford University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Ryan enjoys cooking, fishing, football, gardening, hiking, ice hockey, music, skiing, spending time with his family, and tennis.

Sally King is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Valic Financial Advisors, Edward Jones, Charles Schwab, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its investment approach.

Douglas Weltz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC, where Weltz is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation.

Ronald Ceccarini is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 66 and Series 63 designations and has been with Edward Jones since 2014. Based in Mooresville, NC, he serves clients through the firm’s extensive wealth management platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors. The firm manages over $1 trillion in assets and provides discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Adam Bloom is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including 26 years at Edward Jones. Bloom is president of ASB Endeavors, LLC, his personal operating entity, and serves as a board member of the Associate Reformed Presbyterian Church Board of Benefits, overseeing health insurance and pension plans. 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 clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and also offers specialized municipal advisory and SIMPLE IRA employer consulting services.

Kevin Butler is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses and is based in Woodland Hills, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs, including financial planning that utilizes firm-approved tools and models to support structured planning conversations.

Michael Baker is a CFP® professional with 27 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 12 years with Woodbury Financial Services, Inc. Baker is president of Michael R Baker Insurance Agency Inc, which provides insurance sales and service. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through multiple platforms, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account strategies.

Margaret Suite Arnold is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 14 years. In addition to her advisory work, she operates Victory Wealth Management, providing tax preparation and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Delvin Joyce is a CFP® and ChFC® with 20 years of experience in financial services. He currently works with LPL Enterprise and has a long tenure with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of advising, he is an ESPN broadcaster for college football games and hosts a related podcast. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s research team and third-party strategists, and it offers access to financial planning, asset management, and affiliated insurance and trust services.

Cathy Foster is a financial advisor at OSAIC with 24 years of industry experience. She holds the CFP® designation and Securities Series 63 and 66 licenses. Foster has worked at multiple firms including FSC Securities Corporation and Victory Wealth Management Inc., where she has also been involved in insurance services and office management. She is a commissioned notary public. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessments and rebalancing tools.

Chadwick Carlson is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 17 years of experience in helping clients navigate their financial goals through personalized guidance. He specializes in a range of areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Chadwick holds a Bachelor's Degree from Lafayette College and the Personal Investment Advisor (PIA) designation. Throughout his career, he has supported individuals and families in building, managing, and protecting their wealth across various life stages and market conditions, emphasizing trust and long-term relationships. His approach focuses on connecting all aspects of a client’s financial life to prioritize and pursue the goals that matter most to them. Outside of work, Chadwick lives on a ranch in Olin, North Carolina, where he values the balance of hard work and quiet country life. He enjoys fishing, golfing, horseback riding, skiing, volleyball, and spending time with his family, which remains central to his personal and professional life. His background as a college football player contributes to his disciplined and persevering approach in financial advising.