Trevor Sellers is a financial advisor with Empower Advisory Group in Gastonia, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Empower Financial Services, Inc and PHMG, as well as diverse experience outside the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Katie Ellis is a financial advisor with Truist Advisory Services based in Gastonia, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Truist Investment Services since 2019 and previously held positions at First Citizens Investor Services and First Citizens Bank. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional research and AI-enabled tools, and provides ongoing client reviews and reporting through its affiliation with Truist Financial and related entities.

Angela Thomas is a financial advisor with Truist Advisory Services in Gastonia, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory work, she owns two ventures focused on creating organizational apps and wellness resources for women and families. Truist Advisory Services delivers investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support asset allocation and manager selection, offering ongoing client reviews and reporting.

Brendan Petty is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Transamerica Life Insurance Company, MassMutual, and Mutual of Omaha. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed and advisory programs focused on asset allocation and retirement guidance, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight.

Kara Grabow is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has been with Truist and its affiliated entities since 2020, including prior experience at Truist Bank and Truist Investment Services. Before entering the financial industry, she worked at Buy Buy Baby for five years. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a combination of traditional and AI-enabled research tools, and offers both advisory and co-fiduciary services through its affiliation with Truist Financial.

Michael Fox is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 credentials and has 23 years of industry experience. Prior to joining T. Rowe Price in 2025, he worked for Hewitt Associates and Hewitt Financial Services LLC from 2011 to 2025. T. Rowe Price Advisory Services offers a retirement advisory program focused on individual investors and households, combining financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm uses model allocations, tax-aware strategies, and an interactive online tool to deliver financial plans and manage accounts on a discretionary basis.

Holly Camp is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within the Truist organization and its predecessors since 2005. Outside of her advisory role, she is involved in managing multiple short-term rental properties with her husband. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm employs a comprehensive approach that integrates client goal-setting, manager selection via the Envestnet platform, and ongoing research and monitoring supported by AI-enabled tools.

Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Truist-related entities since 1996, including BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting through its extensive network of affiliated financial relationships.

Aaron Moore is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2018. Prior to entering financial services, he was involved in an automotive detailing business. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory programs through its affiliation with Truist Financial and associated entities.

Brandon Thomas is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Edward Jones and Ameriprise. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank to offer a platform featuring multiple discretionary managed-account options, direct indexing, and tax-overlay services.

Jonathan Camp is a financial advisor with Truist Advisory Services in Gastonia, North Carolina. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at BB&T Securities, SunTrust Bank, and Truist Investment Services. Outside of his advisory work, he manages several rental properties. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research tools and partnerships, including the Envestnet platform, to support its clients’ investment and retirement planning needs.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

O Haydon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Wachovia Securities in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

David Mc Donald is a Series 66-licensed financial advisor with Edward Jones in Gastonia, NC, where he has worked since 2019. He has seven years of industry experience. Outside of advising, he has been affiliated with the Gastonia Grizzlies since 2014 and has occasionally driven for Uber. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Garrett Wilson is a CFP® with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc. since 2023 and also operates Wilson Financial Group, LLC. Prior to entering financial services, he held positions at Heister Wholesale Parts and worked in education at Campbell University and Gaston Christian School. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary account management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

William Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail, animal care, and printing. Outside of his advisory role, he is involved in maintaining an office building as a cleaner in Landrum, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors.

Lucas Beatty is a Series 66-licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as a board member for the Dallas, NC Boys and Girls Club and as a trustee for Venture Church. Thrivent Investment Management offers dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses addressing a broad range of financial planning topics, with opportunities to combine planning and managed-account services under a consolidated billing option.

Richard Winn is a financial advisor with LPL Financial in Shelby, NC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with LPL Financial since 2007 and previously worked at New England Securities. Winn serves on the advisory board of South Mountain Children and Family Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, combining extensive operational resources and technology with a broad platform of products and services.

Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and Cambridge Investment Research Advisors, Inc. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and third-party money manager programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network supporting its platform.

Ryan Welsh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously holding roles at Bank of America and several other organizations. Outside of his advisory work, he serves as a power of attorney for his parents in cases where they are unable to make decisions for themselves. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.