Jonathan Lentz is a CFP®-designated financial advisor with Edward Jones in Huntersville, NC, where he has worked since 2007. He has 18 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaclyn Ashgrove is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 66 and Series 63 designations and has worked at Charles Schwab and Wells Fargo Bank throughout her career. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains an integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Tim Bryson is a ChFC® and Series 66 credentialed financial advisor with nine years of experience, currently serving clients at Edward Jones since 2016. Before joining Edward Jones, he worked for fourteen years at Bed Bath and Beyond. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

John Huang is a financial advisor at UBS Financial Services with five years of industry experience. He has previously worked at Credit Suisse AG and Cathay United Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to align investment plans with clients’ goals and risk tolerances.

Jeffrey Coble is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an assistant basketball coach for high school and travel teams in the Davidson and Charlotte, NC areas. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Patrick Schaffer is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones and PricewaterhouseCoopers LLP. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas North II is a CFP® professional with 31 years of experience currently serving at Ameriprise. He has been with Ameriprise and its related entities since 2005 and has also operated T.M. North & Nco. since 1994. He serves on the board of directors for Invest in Others, a nonprofit organization. Ameriprise provides retirement-income planning services for clients generally holding at least $1,000,000 in investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Brandon Mainz is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Pfs Investments Inc, automotive sales positions, and as a driver for Uber. He also has involvement in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports accounts through Pershing custody and BNY Mellon Advisors.

Stephen Wang is a financial advisor with LPL Financial in Huntersville, NC, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is a business owner of Without Limit Inc., a non-investment related enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

John Fitch III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at PNC Investments and NYLife Securities, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting services utilizing both discretionary and non-discretionary management approaches.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms including Signature Wealth Group, Wdsworth Group-First Financial Resources, and IFG/Russell Advisors. He is also CEO of 4 Life Investments, a real estate brokerage, and is a partner at Signature Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary services that incorporate risk profiling and scenario modeling. The firm supports a broad advisor network and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

James Spillane is a financial advisor at Fisher Investments with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research to construct globally diversified portfolios and incorporates tax-aware strategies and risk management techniques.

Rita Bliven is a financial advisor with Edward Jones in Kannapolis, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Edward Jones in 2020, she worked at First Citizens Investor Services and First Citizens Bank. She is also involved in self-publishing. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Derek Coffren is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes positions at Cambridge Investment Research Advisors since 2017 and prior roles with Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory work, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves a diverse client base ranging from individuals to institutions, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers multiple portfolio management options, including proprietary models and access to third-party strategists, with flexible implementation across various platforms.

Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC. She holds Series 65 and Series 63 credentials and has eight years of industry experience. She is also involved in her community as the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment solutions, including proprietary models and access to third-party strategists, with flexible custody and platform options tailored to client objectives.

Jeffrey Kendall is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2007 and also operates Triumvirate Financial Services, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and consulting services.

Stephan Buker is a Financial Consultant who collaborates with families to understand their goals and needs. He works closely with clients to develop personalized financial plans tailored to their unique situations. He has held several positions at Fidelity Investments, including Investment Consultant (2022-2023), Fixed Income (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2020). These roles have contributed to his experience in investment consulting and client relationship management.

Adam Davey is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on legacy planning, personal retirement planning, and tax minimization. Adam works with clients to develop strategies that address their short-, mid-, and long-term financial goals and provides ongoing advice tailored to changing needs. He facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Before transitioning to financial advising, Adam spent ten years in the golf industry as a member of the PGA. His passion for investing motivated a career change that continues to emphasize helping clients in meaningful ways. He describes his approach as transparent, honest, and focused on simplification and stress reduction in the financial planning process. Adam holds a Bachelor's Degree from Pfeiffer University, an Associate's Degree from Loughborough University, and a High School Diploma from Spalding Grammar School. He has earned the Personal Investment Advisor (PIA) designation. Outside of work, Adam enjoys golfing, soccer, and spending time with his family.