Dalton Cook is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Stifel, Nicolaus & Company and 49 Financial. Outside of his advisory work, he has been involved as a fixed insurance agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

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 at Robert Baird & Co. with three years of industry experience. Ridge holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Hornor, Townsend & Kent, LLC, and Vineyard Wealth LLC. Outside of financial advising, Ridge teaches a weekly cycle fitness class at the YMCA of Greater Charlotte and has been a consultant for Rodan & Fields since 2014. Ridge is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Angelique Harris is a financial advisor with Edward Jones in Mooresville, NC, holding the ChFC® designation and Series 63 and Series 66 licenses. She has five years of industry experience, including over a decade at TIAA Kaspick prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Aiken is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Davidson, NC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Lauren Chandler is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at F&M Investment Services and has a background that includes roles in education and child development. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a network of more than 22,800 advisors and a variety of institutional platforms.

Eric Dean is a financial advisor with Equitable Advisors in Mooresville, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Outside of his advisory role, he serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering diversified investment options without sponsoring its own wrap fee program.

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, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory approaches with technological tools and oversight of over $819 billion in discretionary assets.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 at LPL Financial with four years of industry experience. He holds the Series 66 designation and has held various roles including work at The University of North Carolina at Charlotte and several service-related positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Hannah Mitchell is a Financial Consultant with extensive experience in financial planning and investment services. She has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative between 2023 and 2025. Prior to this, she worked in European acquisitions at Medical Properties Trust and held positions in quality, risk, and security at Deloitte Luxembourg, as well as an internship in global liquidity and cash management at HSBC. With over five years of experience and having lived and worked internationally, Hannah has developed a thorough understanding of financial planning concepts. She emphasizes the importance of personalized financial plans tailored to each client's unique story and aims to build trustworthy and long-lasting relationships. Outside of her professional work, Hannah is involved in family activities, parenthood, tennis, theater, traveling, and volunteering.

Peter Livingston is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with LPL Financial since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

David Baucom is a financial advisor at LPL Financial with over 21 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2007, following two years at A. G. Edwards & Sons, Inc. Baucom is involved with SAGE Insurance Partners, a non-variable insurance business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms.

Joelle Walker is a financial advisor with Merrill in Mooresville, NC, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Bank of America and Wells Fargo Clearing Services. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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 27 years of industry experience, currently serving at Raymond James Financial since 2009. His prior experience includes roles at Wells Fargo Advisors and C F Parks Inc. Outside of his advisory work, he is owner of Shell Wealth Management, Inc., a support company, and manages RT Property Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning using analytical tools, supports municipal and public finance work, and delivers specialized advisory programs such as 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. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with approximately $671 billion in assets under management and more than 14,000 financial advisors, offering both brokerage and advisory solutions.