Joel Matthews is a financial advisor at Edward Jones in Concord, NC, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2022, he worked at Bank of America NA/Merrill Lynch from 2019 to 2022 and held positions at Bank of America, Dick's Sporting Goods, and the Kansas City Royals. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lincoln Miller is a financial advisor with MassMutual Investors Services in Salisbury, NC, holding Series 63 and Series 65 credentials and having 20 years of industry experience. His work history includes 11 years at MetLife Securities and over a decade at MassMutual Life Insurance Co before joining MassMutual Investors Services in 2017. He is also involved with Hickory Tree Holdings for tax reporting purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with services structured as annual collaborative engagements.

Michael Wright is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Gary Mcpherson II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and previously worked at Securian Financial Services and Northwestern Mutual Investment Management. Mcpherson serves on several nonprofit boards, including the American Financial Education Alliance and the Spirit Club Foundation, and is active in financial literacy education and authoring financial content. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Ryan Rubin is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Huntersville, NC, and holds a Series 66 license. Outside of his advisory role, Rubin is a part owner of an e-commerce business focused on wholesale product research and sales on Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branches.

Noah Allmaras is a CFP® professional with eight years of industry experience. He is currently with Edward Jones, where he has worked for four years. His prior roles include positions at E*TRADE Capital Management, E*TRADE Securities, The Vanguard Group, and PNC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee solutions, and operates under a fiduciary standard.

Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing. Jones owns and operates Optio Wealth Management LLC, an independent practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. Its offerings include a broad range of planning services, from retirement and education to specialized areas like business-owner transition and special-needs planning.

Rocky Ward is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and is also a partner at Guru Products, LLC, a company that sells baseball software. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor network, comprehensive service offerings, and its fiduciary standard in providing advisory services.

Brandi Behlke is a financial advisor at Fidelity with nine years of industry experience. She holds the CFP® and Series 66 credentials and previously worked at Edward Jones and Blue Ridge HealthCare. Behlke serves on the boards of the Good Samaritan Clinic and Morganton Burke Crimestoppers, nonprofit organizations focused on community support and crime prevention. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jean Rene Pelletier is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems since 2021, as well as previous positions at The Home Depot and Pelma LLC. 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 employs more than 14,000 advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Irene Chandler is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and is a floral designer for Heirloom Floral. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

Jolene Philpott is a CFP® professional with 18 years of experience in the financial services industry. She has been with Edward Jones since 2008, serving clients from Salisbury, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Nicole Wiggins is a financial advisor at LPL Enterprise with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TradeStation Securities, Ally Invest Securities, and Fidelity Investments. Outside of her advisory role, she is an independent licensed insurance agent specializing in Medicare and life insurance products for family and close friends. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Debra Schneider is a CFP® with 27 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Troutman, North Carolina. 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 offers both brokerage and advisory solutions.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America Advisors, and Wells Fargo Clearing. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various proprietary and third-party platforms.

Bill Izykowski is a Financial Consultant with experience in providing tailored financial planning services. Currently, he works with clients to develop customized financial plans aimed at achieving their unique short- and long-term financial goals. He served as Vice President and Financial Consultant at Charles Schwab from 2017 to 2024, where he gained experience in financial consulting and advising. Outside of his professional work, Bill has personal interests that include baseball, boating, fitness, football, golf, and outdoor adventures.

Melissa Ray is a financial advisor with LPL Financial in Mount Pleasant, NC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Mass Mutual Investors Services and MSI Financial Services. 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.

Luis Mora is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Capital Management and TIAA. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Cheryl Salerno is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. She previously worked at First Citizens Investor Services and First Citizens Bank. Outside of her advisory role, she serves as an authorized signer for several nutrition-related businesses affiliated with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification and modern portfolio theory principles.

Roy Boone is a financial advisor at Edward Jones in Mooresville, North Carolina, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as a trustee managing family tree farms in Mooresville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions and tax-efficient services.