Ryan Schlick is a financial advisor with PNC Wealth Management, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at Fidelity Investments and various credit union-related firms. Outside of finance, he serves as a certified flight instructor with the Kennebec Flying Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and invests via approved model strategies with mutual funds and ETFs.

Thomas Rosser Jr. is a financial advisor with Primerica Advisors based in Sanford, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company since 2000. Outside of his advisory work, he serves on the finance committee of Broadway Baptist Church. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm employs a range of proprietary and third-party investment strategies and supports various account-level features, managing approximately $15 billion in regulatory assets under management.

William Haddock is a Series 65-licensed advisor at Beacon Pointe Advisors, LLC with four years of industry experience. He has worked at Beacon Pointe since 2021 and is also a partner at DMJ & Co., LLC, a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm uses a proprietary manager due-diligence process and primarily allocates client assets across third-party independent managers, offering services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Brian Mathis is a financial advisor at Davenport & Company LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edward D. Jones & Co., L.P. for 26 years before joining Davenport in 2024. Davenport & Company serves individual and institutional clients, providing asset management, brokerage, public finance, and investment banking services. The firm’s investment advisory division offers separately managed accounts, model delivery, financial planning, and manages a range of mutual funds and fixed-income strategies.

Joseph Uradnik is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and 21 years of industry experience. His prior roles include positions at the Federal Reserve Bank of Boston and JDU Consulting. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that integrates AEWM-managed and third-party models.

Laurel Johnson is a financial advisor with Davenport & Company LLC in Sanford, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked at Davenport since 2019 and previously spent three years with Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, Johnson serves on the Ingram Family YMCA Advisory Board, participating in fundraising and community advocacy efforts. Davenport & Company LLC serves individual and institutional clients with services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm offers advisory programs such as separately managed accounts, model delivery to third-party platforms, and financial planning, supported by dedicated portfolio teams and a long history dating back to 1863.

Taylor Wells Tucker is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower, Tucker worked at Fidelity Investments for three years and has a background that includes roles in healthcare and community services. Outside of finance, he has been involved with Core Gymnastics for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

John Quiggle is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 65 designations and 20 years of industry experience. He previously worked at First Citizens Investor Services and Wells Fargo Clearing. Outside of his advisory role, he serves as a high school football official and is a member of the NC State football chain crew. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Heather Wicker is a financial advisor at Davenport & Company LLC with 19 years of industry experience. She holds the Series 66 designation and has been with Davenport since 2006. Outside of her advisory role, she is a vice president and 50% owner of Central Moving & Storage Inc., a moving and storage business. Davenport & Company serves individual and institutional clients, including banks, pension plans, trusts, estates, nonprofits, and corporations, offering a range of services such as asset management, brokerage, fixed income, public finance, and investment banking. The firm’s investment approach involves dedicated portfolio manager teams and comprehensive advisory programs across various account types and mutual funds.

Charlie Welborn is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 credential and 23 years of industry experience. Prior to joining Beacon Pointe in 2021, he worked at DMJ Wealth Advisors, LLC and Proequities. Outside of his advisory role, he serves as a board member for the Lee County Education Foundation and the Sanford Area Growth Alliance, where he also acts as Treasurer and a member of the Executive Committee. Additionally, he is involved with a family-owned used car business and is a partner in a CPA firm. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary “Focus List” and quantitative and qualitative due diligence to guide asset allocation and investment selection.

Timothy Wilson is a financial advisor at Truist Advisory Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Truist Advisory Services and its affiliated entities since 2018, formerly with BB&T Investments. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, employing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Jessica Alpers is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. She has five years of industry experience, having worked previously at WealthShield Partners, LLC, The Atlantic Group, LLC, and Goldman Sachs Personal Financial Management. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets using diversified, risk-class based allocations that combine passive and active managers, supported by an internal Investment Committee.

Carter Mathis is a Series 66 credentialed financial advisor with four years of industry experience. He has worked at Davenport & Company LLC since 2025, following prior roles at Fidelity Investments and Edward Jones. Outside of his financial career, he was involved with Pole Vault Carolina, indicating engagement with sports or community activities. Davenport & Company LLC serves individual and institutional clients, offering a broad range of services including asset management, retail brokerage, fixed income, public finance, and investment banking. The firm employs a team-based investment approach and manages multiple mutual funds, separately managed accounts, and ETF portfolios.

Douglas Molstad is a CFP® professional with 35 years of industry experience. He is currently with LPL Financial, where he has worked since 2017, and previously was with National Planning Corporation for 11 years. He also operates Beacon Financial Group, which he has been involved with since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing both proprietary and third-party strategies across various asset classes.

Melynda Woody is a financial advisor with Edward Jones in Sanford, NC, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones, she worked at Touchstone Realty. She serves as president of the Winding Creek Farms Property Owners Association, managing meetings and organizing maintenance requests. Edward Jones is a full-service wealth management firm that serves individual and institutional clients across a broad spectrum, offering a range of advisory programs and affiliated investment products supported by a nationwide network of over 23,000 advisors.

Tina MacMillan is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2022. She works closely with clients to develop tailored financial strategies that align with their individual goals. Her professional experience includes serving as a Financial Consultant at Fidelity Investments from 2018 to 2022 and as an Investment Consultant at TD Waterhouse Investor Services from 1998 to 2005. Tina holds a California Insurance License.

Heather Oakley is a Series 66 licensed financial advisor with eight years of industry experience. She has been with Edward Jones since 2014, including her current position since 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Piersall is a CFP® professional with 33 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship focused on the sale of fixed annuities and term insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment types.

Lisa Pace is a financial advisor with Edward Jones in Sanford, NC, holding the ChFC® designation along with Series 63, 65, and 66 licenses. She has 31 years of industry experience, including roles at Edward Jones since 2001 and prior experience at Centura Securities, Uvest Investment Services, Mid South Bank, and Centura Bank. Outside of her advisory work, Pace is a 25% partner and coach at Storm All-Star Cheerleading, an all-star cheerleading gym in Sanford. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors, offering a range of advisory programs and affiliated investment options under a fiduciary standard.

Anna Johnson is an Investment Consultant at Fidelity Investments, where she has been serving clients since 2023. She previously worked as a Financial Representative at the same firm from 2022 to 2023. In her role, Anna focuses on collaborating with clients to develop financial plans that aim to provide confidence in their long-term financial goals. She combines her professional experience with a dedication to understanding what clients deem important in managing their savings. Outside of her professional career, Anna enjoys family activities, hiking, visiting museums, attending theater performances, exploring new cuisines as a foodie, and traveling.