Charles Bassing IV is a financial advisor at OSAIC based in Charlotte, NC, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Royal Alliance Associates since 2019. Prior to that, he held roles at Northwestern Mutual from 2015 to 2019. He is a partner at Parview Financial, LLC, an entity through which he conducts insurance sales and financial planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activities.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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 network of advisors and branch offices.

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Cameron Church is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. He has worked at Cambridge Investment Research Advisors and North Star Resource Group, among other firms. Outside of his advisory role, Church is involved in fitness as a part-time employee at a CrossFit facility and owns businesses focused on wealth management and tax planning. 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 advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Schuyler Howe is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Howe is also involved as an insurance agent with GCG Wealth Management, where he offers fixed annuities, life insurance, and health insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account programs and third-party managers.

Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Daniel Humphrey Jr. is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Investments and PRUCO Securities. He is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach and serving approximately 477,000 clients.

Mitchell Gravelle is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Wells Fargo Advisors in Charlotte, NC, where he has worked since 2026, following ten years at Wells Fargo Clearing and six years at Morgan Stanley. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Stephen Kerekes is a financial advisor at Thrivent Investment Management in Charlotte, NC, holding Series 63 and Series 66 credentials with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and account management services separate.

Matthew Wogan is a financial advisor with Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2019 and has prior experience with organizations including Alliance of American Football and Empire Distributors of NC. Outside of his advisory role, he serves on the board of a real estate company, coaches kickers and punters in multiple states, and is vice president of a nonprofit that supports disabled veterans through outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without discretionary portfolio management. The firm’s approach emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

Garrett Williams is a financial advisor with Edward Jones in Lake Wylie, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Enterprise Holdings and O'Reilly Auto Parts. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Michael Wagner is a financial advisor at Osaic Wealth Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Bank of America, Merrill, Morgan Stanley, and Legg Mason Wood Walker. Wagner serves as president of the Myers Park High School Mustang Club and owns Elite Edge Athlete Solutions, which provides financial education to college athletes and their families. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Scott Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2014 to 2023. Smith is a managing partner at Convergent Financial Partners, LLC, where he provides brokerage and advisory services, and serves as a board member of the NCSHP Foundation, a nonprofit supporting troopers and their families. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Isabella Xenakis is a Series 66-licensed financial advisor with one year of industry experience, currently with OSAIC in Charlotte, NC. Her prior experience includes roles at GCG Wealth Management and Shop SXC, as well as employment with Steve Madden and the College of Charleston. She also serves as a business manager for GCG Wealth Management, LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization and is known for its scale, affiliate network, and recent consolidation activities.

Kenneth Stupski is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and LPL Enterprise. He is also the owner of Pelham Financial Group, LLC, and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and focuses on collaborative, annual planning relationships.

Asif Akand is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo and the Royal Bank of Canada. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Garrett Hicks is a financial advisor with Thrivent Investment Management in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Publix and Olympic High School, and operates a painting business called Garrett Hicks Painting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and a planning service that can be combined with managed-account programs under a consolidated billing option known as “WealthPlan.”

Satish Markanda is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Transamerica Financial Advisors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Dominique Vercaemert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and has also been associated with Strategic Financial Solutions, Inc. since 1997. Outside of his advisory roles, Vercaemert serves as President and CEO of Valta, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.