Kavondra Jeter is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing Services and TIAA-CREF Individual & Institutional Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.

Raja Abou Reslan is a CFP® and CFA® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Concord, NC. 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 solutions supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Jennifer Suminguit is a Series 66 licensed financial advisor with Morgan Stanley in Cornelius, NC, bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and holds a position with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member for Creative Art Exchange. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning that utilizes structured discovery and firm-approved tools, serving approximately $2.74 trillion in client assets.

Kyle Smithers is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including six years with Morgan Stanley Private Bank, N.A. Prior to his advisory career, he attended UNC Charlotte and worked at Tenders Fresh Food (now called PDQ). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Brandon Whelan is a CFP®-designated financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing Services, LLC since 2022. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2022, and at LPL Financial from 2016 to 2018. 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 manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment solutions.

Garrick Becker is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he partners with local Financial Consultants to engage clients in meaningful planning, aiming to align resources to support clients as they work towards their financial goals and desires. Becker has been with Fidelity Investments since 2007, holding various positions including Assistant Branch Leader, Retirement Relationship Manager, Retirement Solutions Manager, Premium Relationship Associate Manager, Facilitator, Premium Relationship Associate, and Financial Representative. This progression reflects his extensive experience within the company and his involvement in different facets of financial services and client relationships. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Mark Thomas is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior experience includes roles with Cambridge Investment Research, Inc., OneAmerica Securities, American United Life, W&S Brokerage Services, and Western Southern Life. He is a board member of the Cabarrus Area Crime Stoppers. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of Financial Professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Richard Johnson is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Sagepoint Financial, Inc. and several related firms prior to joining OSAIC in 2023. Johnson also serves as a FINRA arbitrator and owns Intrepid Advisor Resources, through which he manages compliance and supervises multiple registered representatives. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and utilizing a complex affiliate network and private-equity ownership.

Danny Rodriguez is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2007 and has additional experience with Primerica Financial Services dating back to 2006. Rodriguez is the owner of AIKI Associates LLC, an investment-related business associated with Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 credentials and bringing 24 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill as well as work as a self-employed author and lecturer. He is also currently affiliated with Costco. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Jennifer Joyner is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, where she has been serving clients for nearly ten years. She is committed to delivering clear, strategic financial guidance that helps clients preserve their assets and plan confidently for the future. Jennifer works collaboratively with affluent individuals and families to develop tailored financial plans that balance and prioritize competing financial goals throughout every stage of their financial journeys. Jennifer began her career with Bank of America nearly eleven years ago and pursued licensing examinations such as the Series 7 and 66. Her professional designations include Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She holds a High School Diploma from Eastgate Christian Academy. Raised in Maine in a military family, Jennifer values discipline, service, and integrity, principles that inform her approach as a financial advisor. She is a mother to two teenage sons and enjoys spending time cooking, camping, reading, traveling, and engaging with her non-denominational church community.

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Michael Sowers is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Securities, Inc. in 2002. Outside of his advisory role, he is a 25% owner of a rental business in Hickory, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, 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 from Wells Fargo Investment Institute and third-party data.

Jackson Webber is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2025. Prior to joining Wells Fargo, he worked at The Vanguard Group for four years and held brief roles at New York Life and as a self-employed advisor. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kristina Chuprevich is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, she was involved with Charlotte Motor Speedway for eight years and briefly operated Chuprevich Affordable Real Estate. 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 under management and offers a range of advisory strategies, including both discretionary and non-discretionary options, along with affiliated mutual funds and a proprietary money market fund.

Sean Travis is a financial advisor with Edward Jones in Cornelius, NC, holding the CFP® designation and a Series 66 license. He has nine years of industry experience, including one year with Compass Group prior to joining Edward Jones in 2017. 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, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated services such as a trust company and proprietary mutual funds.

Phillip Contacos is a financial advisor at Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He previously worked at Wells Fargo Clearing for 10 years before joining Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options that address various client needs. The firm integrates advisory services with other financial product sales and referral channels, utilizing proprietary research and planning tools to tailor recommendations.

Bernard Sandler is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, though clients are responsible for plan implementation and updates.