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 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and governance for its advised funds.

Ann Watson is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary strategies constructed by internal Chief Investment Office teams and third-party style managers.

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 at Raymond James & Associates with 18 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James. Outside of her advisory role, she works 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 broad client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and external sub-advisers.

Kelle Huffman is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2019, she worked at Sagepoint Financial, Inc. and SunTrust advisory firms. She is also a notary public in the State of North Carolina. 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 investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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 17 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Jones serves on the Board of Directors for the Catawba Medical Foundation, a nonprofit supporting the Catawba Valley Health System. Thrivent Investment Management offers 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 a range of topics and allows integration with managed-account programs while maintaining separate planning and investment services.

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.

Cole Setzer is a Series 65 licensed advisor at XYPN Sapphire with one year of industry experience. He has held roles at XYPN Invest and Setzer Financial since 2025 and serves as a Major in the United States Army. Outside of advising, he is treasurer of Setzer Construction, a construction company. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation approach with diversified portfolios and is piloting digital-asset management services.