Jason Holt is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger Corp since 2001. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Daniel Sexton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients for ten years, focusing on goals-based wealth management to assist clients in achieving their financial objectives. Daniel specializes in areas such as retirement planning, asset management, family wealth management strategies, legacy planning, LGBT wealth planning, employee financial health, women and wealth, and retirement income. Daniel holds a Bachelor's Degree from the University of North Carolina Charlotte and is a Personal Investment Advisor (PIA). He designs personalized action plans for his clients with specific investment recommendations based on their goals, risk tolerance, liquidity needs, and time horizon. He and his clients regularly review progress to ensure alignment and make adjustments as necessary. Residing in Mooresville, North Carolina, Daniel lives with his wife, Erin, and their three daughters, Mallory, Emma, and Evie. He is active in his community and volunteers with local organizations. His office is located in Huntersville, North Carolina.

Latasha Anderson is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and maintains an affiliation with Prosperity Wealth Group. Outside of her advisory role, she provides financial literacy and personal finance presentations and engages in social media affiliate marketing. LPL Enterprise, LLC 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 utilizing portfolios developed by internal research and third-party strategists, and offers services that include financial planning, consulting, and access to third-party asset managers and wrap programs.

Lynn Bowser is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. She has 10 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is a founding partner of Elevate Strategy & Consulting, a coaching and mentoring business for professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and educational programs.

Nicolas Gilliam is a financial advisor with Ameriprise in Mooresville, NC, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has been with Ameriprise since 2006 and manages practice operations as COO of Brightstead Management LLC. Outside of finance, he is also engaged in art through a side business called Creative Dimensions. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Wachovia Securities. Webber serves as a trustee for his father’s trust in Hickory, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Sheline is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Citigroup Global Markets for 28 years before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Stephen Smith is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2001. Outside of his financial advisory role, Smith serves as an umpire for local recreational baseball leagues. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Durnan is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

De Wayne Venzen is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves in the U.S. Army Reserve and is also involved in music. 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 solutions, supported by a large national network of financial advisors and branch offices.

Christopher Bice is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at SagePoint Financial, OSAIC, UBS Financial Services, and other firms. Outside of his advisory work, he serves as a head coach for middle school sports. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Pappas is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at Vanguard Advisers and affiliated Vanguard entities for five years. Outside of his advisory roles, he was involved with At The Neck Apparel from 2020 to 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a centralized operational structure.

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 and advisory services supported by a large nationwide network of financial advisors and branch offices.

Glenn Slezak is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. His previous roles include positions at Homepoint Financial, ResiCentral, Oxford Solutions, and Allen & Newman, PLLC. He is based in Stanley, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Michael Klenck is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Retirement Income Advisors, Inc. He also operates REH Wealth, a financial services business, and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform supporting various investment strategies and program structures.

James Fill is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, focusing on a collaborative approach that considers each client's full financial picture, risk tolerance, liquidity needs, and long-term objectives. James has expertise in corporate executive services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Ohio State University. In addition to his professional work, James participates in community volunteer activities in line with Merrill’s tradition. His personal interests include baseball, basketball, football, golfing, pickleball, and spending time with his family.

Daniel Richardson is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial and Liberty Life Assurance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a broad range of topics and allows clients to combine planning with managed-account services through its WealthPlan program.