Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. He is also a senior advisor at Rosso Financial Group, where he is involved in sales and account management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a member of the Parks & Recreation Committee for the Township of Ferguson in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Damion Carufe is a financial advisor with Morgan Stanley in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and prior experience at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2020. He also serves as a trustee in a trust-related role. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Johnny Coble Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC, and serves as an executor and trustee for family estate-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services through a large network of advisors and extensive research resources.

Michael Ayotte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at Primerica Financial Services, Lawing Matthews & Company, and several other companies. Outside of financial advising, he owns two small businesses, Eagle's Nest Custom Creations and Ayotte Accounting, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Matthew Leonard is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at VisionQuest Advisors, LLC, and operates Leonard & Associates, CPA PLLC, where he has been active since 2013. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, employing both proprietary and third-party strategies tailored to client objectives.

Melissa Carlson is a CFP® with 25 years of industry experience and has been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Cornelius, NC. Outside of her advisory work, Carlson speaks to churches, community groups, and business professionals on topics such as belief and mindset, execution, delegation, and success journeys. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Joshua Schrock is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at W&S Brokerage, Western and Southern Life, Woodmen Life, and over a decade at Strawbridge Studios. 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. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by proprietary and third-party research.

Norris Woody Jr. is a financial advisor with Equitable Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1997, previously associated with Axa Advisors, LLC during the same period. Woody serves on the High Point University Alumni Association Board of Directors and is involved with the Lambda Chi Alpha fraternity chapter at High Point University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Small is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions, and Premium Relationship Associate. His experience encompasses various aspects of financial planning and investment consulting. Joseph is dedicated to collaborating with clients to build customized financial plans that align with their priorities. He emphasizes educating clients, reviewing multiple approaches, and tailoring financial strategies to individual situations. Prior to joining Fidelity, he gained experience through internships at IronGate Partners and Fidelity Investments. Outside of his professional work, Joseph is interested in family activities, outdoor adventures, and parenthood.

Raymond Mones is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2008. 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 variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Scott Shepherd is a financial advisor with Osaic Wealth, Inc. based in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Osaic in 2023, he worked for Fsc Securities Corporation for 31 years. Shepherd is also licensed as an insurance agent, selling fixed annuities and fixed life insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and various investment products, along with third-party managed account solutions and retirement plan consulting.

Christopher Borras is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its clients with a nationwide network of advisors and branch offices.

Darcy Ridge is a financial advisor with Robert Baird & Co. in Davidson, NC, holding Series 65 and Series 63 licenses and having three years of industry experience. Prior to joining Baird in 2025, Ridge worked at Mass Mutual Investors Services, Hornor, Townsend & Kent, The Penn Mutual Life Insurance Company, and Vineyard Wealth LLC. Outside of advisory work, Ridge teaches a weekly 45-minute cycle class at the YMCA of Greater Charlotte and has been a Rodan & Fields consultant since 2014. Ridge is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning and investment management services. Baird employs a combination of SMA strategies, overlay management, tax management, and manager monitoring supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Angelique Harris is a financial advisor at Edward Jones with four years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Edward Jones, she worked for TIAA Kaspick from 2010 to 2023. 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 options, supported by a nationwide network of more than 23,700 financial advisors.

Tyler Aiken is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He also worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

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.

William Cheek is a financial advisor at Edward Jones in Cornelius, NC, holding the Series 66 designation with over 15 years of prior experience at SCOR Global Life Americas Reinsurance Company. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.