Lauren Chandler is a financial advisor with LPL Financial and holds a Series 66 credential. She has four years of industry experience, including roles at F&M Investment Services and Stanly County Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, research, and various management strategies.

Brian Hill is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes six years at Ameriprise Financial Services, Inc. Before joining LPL Financial in 2018, he developed expertise in financial advisory services. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 registrations and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial. 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 financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by a range of model portfolios and research.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. 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 operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Tyler Ervin is a financial advisor with LPL Financial in Concord, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he has held various positions in retail and service industries and has been involved in small business operations including pavement cleaning and carwash ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

David Baucom is a financial advisor with LPL Financial in Concord, NC, holding the Series 66 designation and having 21 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research from multiple sources.

Mark Arigo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2023. Outside of his advisory role, he works as a part-time coach and trainer at Lake Norman Athletic Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and delivers personalized advice through a centralized consulting team.

Jason Shell is a CFP® professional with 26 years of experience in the financial industry. He has been with Raymond James Financial since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a support company that provides services to Raymond James Financial Services, Inc. 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 investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chad Epting is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He worked at ProEquities, Inc. and Protective Life from 2003 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, offering fiduciary advisory services and affiliated investment capabilities.

Michael Pfeffer is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. 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 process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Lincoln Miller is a financial advisor with MassMutual Investors Services in Salisbury, NC, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His work history includes 11 years at MetLife Securities and over a decade at MassMutual Life Insurance Co before joining MassMutual Investors Services in 2017. He is also involved with Hickory Tree Holdings for tax reporting purposes. MassMutual Investors Services, LLC 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 using firm-approved analytical tools, with services structured as annual collaborative engagements.

Michael Wright is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Gary Mcpherson II is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2013. Outside of his advisory role, Mcpherson serves on several nonprofit boards, including the American Financial Education Alliance and the Spirit Club Foundation, and volunteers as a financial literacy teacher. He is also a co-author of "Remarkable Retirement, Volume 2" and participates in advisory groups and community education initiatives. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions—including proprietary and third-party model strategies—with both discretionary and non-discretionary implementations tailored to client objectives.

Noah Allmaras is a CFP® professional with seven years of industry experience, currently affiliated with Edward Jones since 2022. Prior to Edward Jones, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC, as well as The Vanguard Group Inc. and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009 and currently operates Optio Wealth Management LLC, an independent financial practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations. The firm integrates advisory services with various financial products and referral channels.

Rocky Ward is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and is also a partner at Guru Products, LLC, a company that sells baseball software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and its fiduciary standard in providing advisory services.

Jean Rene Pelletier is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems, as well as positions outside the financial industry such as at The Home Depot. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Irene Chandler is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 66 licenses and over 22 years of industry experience. Her prior roles include positions at SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and works as a floral designer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Jolene Philpott is a CFP® professional with 18 years of experience in the financial services industry. She has been with Edward Jones since 2008, serving clients from Salisbury, NC. Edward Jones is a full-service wealth management firm that serves 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 operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Nicole Wiggins is a financial advisor at LPL Enterprise with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Ally Invest Securities, GoHealth LLC, Wells Fargo Clearing, and Fidelity Investments. Outside of her advisory role, she is an independent licensed insurance agent selling Medicare and life insurance products to family and close friends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.