Isabella Xenakis is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at GCG Wealth Management, Inc. and Shop SXC. Outside of advising, she serves as a business manager for GCG Wealth Management, LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary account management.

Kenneth Stupski is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. He is also the owner of Pelham Financial Group, an LLC engaged in pass-through compensation, and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented planning without discretionary investment authority.

Asif Akand is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Royal Bank of Canada, and Bank of Nova Scotia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Satish Markanda is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, performance reporting, participant education, and plan benchmarking. The firm’s advisory process 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.

Dominique Vercaemert is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Vercaemert is also president and CEO of VALTA, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing access to both proprietary and third-party investment strategies across multiple platform arrangements.

John O'Connor is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Legacy Consulting LLC and Erickson Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Antonius Hendrix is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His prior experience includes seven years at Edward Jones and roles at Charlotte Business Advisors LLC and SPGPrints. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and third-party managers.

Christopher Leazer is a CFP® with 30 years of industry experience. He has worked at Raymond James Financial and its affiliate Raymond James Financial Services since 2004. Outside of his advisory role, he is president of CBL Financial Services, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm uses detailed analytical tools and risk profiling to provide tailored, non-discretionary investment advice and supports a broad network of advisors and affiliated firms.

Dawn Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. Outside of her advisory work, she serves as a FINRA arbitrator and is president of Aurora Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.

Mary Gravelle is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked in various roles within Wells Fargo-affiliated firms since 2015. Outside of finance, she owns a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. The firm offers specialized planning in areas such as retirement, education, business-owner transitions, and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Jesse Rankins Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 32 years. Outside of his advisory role, he is also engaged as an insurance agent offering disability, annuities, long-term care, traditional life, and group health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

James Young is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Prudential Insurance Company of America since 2001 and transitioned to LPL Enterprise in 2024. Young serves as a Board Commissioner for the South Carolina Education Lottery Commission. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm features an integrated platform combining adviser programs with brokerage and insurance product sales.

Nathaniel Humes is a financial advisor with Edward Jones in Gastonia, NC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. His prior positions include roles at The Vanguard Group Inc and LPL Financial, as well as a five-year period at Living Word Tabernacle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brooke Duncan is a financial advisor at Edward Jones in Kings Mountain, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she has been a consultant at ABT Tax Services, Inc., an accounting firm in Shelby, NC, since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 22 years before joining Raymond James in 2024. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with an emphasis on tailored, non-discretionary consulting supported by extensive research and multiple portfolio management styles.

Samuel Pratt is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2006. 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 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.

Wesley Billings is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Fifth Third Securities, Fifth Third Bank, Northwestern Mutual, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Johnathan Shaw is a CFP® with 24 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior roles include positions at Morgan Stanley and multiple tenures at Wells Fargo entities. Outside of advisory work, he owns and operates Pivott Transport, LLC, a transportation services business. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Vaishali Trivedi is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

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.