Kyle Bryant is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with nine years of industry experience. He has been with Bank of America and Merrill since 2013 and 2016 respectively. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

Noah Horn is a financial advisor at Edward Jones in Belmont, NC, holding a Series 66 designation with approximately four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Olly Olly and has held various roles connected to education and community organizations. He has been involved with Freedom School Partners and Mecklenburg Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

William Gary is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent over four decades with Nationwide Insurance and its affiliates. He is also the owner of William K Gary & Associates Inc. and operates as an independent insurance agent with Holdenrid Insurance Group. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual, pension, and charitable organization clients. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Lauren Williams is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she has worked at Wells Fargo Bank and held various positions in other firms. She also operates Lauren Davonne Photography, a business she owns and manages outside of the financial industry. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment processes.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC since 2026. His background includes roles in hospitality and retail, including positions at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm employs a model-based investment approach with various portfolio management options and operates a complex affiliate network.

Mark Thigpen is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones and Sii before joining OSAIC in 2018. Outside of his advisory role, he is involved with Latto and Associates, Inc., where he serves as an insurance broker, chief technology officer, and financial advisor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a broad range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

John Jacob is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. He serves on the investment committee for Saint Mark’s Lutheran Church and is a finance committee member of the Charlotte Providence Rotary Club. 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 with over 14,000 advisors and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Michael Schmidt is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor with Edward Jones since 2008. He is based in Charlotte, NC and holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is a co-owner of a rental property in Carolina Beach, NC. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Knox is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and has four years of industry experience. He has worked with firms including Securities America Advisors and Advisor Group, Inc. Outside of his advisory role, he serves as a senior advisor consultant for Highland Capital Brokerage, where he wholesales fixed annuity insurance and recruits financial and insurance professionals. OSAIC serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services across multiple financial programs. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a platform notable for its scale and affiliate network.

Brian Wood is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 65 designation and has worked at various Wells Fargo entities since 2016, including Wells Fargo Investment Institute. 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 provides brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

James Ball is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Woodbury Financial Services. He also serves as Executive Vice President and Compliance Director at GCG Wealth Management, where he manages compliance and operations. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation and portfolio optimization.

Troy Jackson Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and having 42 years of industry experience. His prior roles include positions at South State Bank, Ameritas Investment Corp, Lincoln Financial Distributors, StanCorp Investment Advisers, and Principal Financial Services. He also serves as Vice President of South State Retirement Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Johnathan Lowery is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Wealth Financial Planners since 2007. Outside of his advisory role, Lowery is an insurance agent offering a range of products including accident, disability, long-term care, and life insurance. OSAIC serves a diverse client base comprising retail and institutional investors, providing a variety of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Bret Cozewith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Bret Cozewith Group, which supports his Primerica business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of over 3,600 advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

James Todd Sr. is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the CFP® and ChFC® designations and possessing 35 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2009. Outside of his advisory role, he owns land that is being considered for leasing to build solar panels. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment management.

Nicholas Mathiason is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, utilizing research from Wells Fargo Investment Institute and third-party sources.