Andrew Howard is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he also owns and manages a rental property in Stanley, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Ryan Hillary is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2020, he worked at FS2 Investment Solutions, LLC for four years. He also serves as CEO of RTH Wealth Management LLC, a financial advisory support business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, with unique offerings in municipal advisory and SIMPLE IRA employer consulting services.

Kaleb Covington is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Cetera, having worked there and its affiliate entities since 2016. Prior to his advisory career, he spent nine years working at Rusty Rudder. Additionally, Covington is an insurance agent selling life insurance, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across wealth segments, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Monika Moore is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2013 in various roles. 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 through a large network of advisors and branch offices, offering a range of investment strategies and affiliated products under a fiduciary standard.

Corey Hedges is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 10 years of industry experience. His prior work includes positions at Sagepoint Financial, Inc. and Axa Advisors, LLC. Outside of advising, he coaches youth and high school swimming. OSAIC Wealth, Inc. serves both retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and a variety of portfolio management options across stocks, bonds, mutual funds, ETFs, and alternative investments.

Richard Moll is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their specific goals, including wealth building, retirement planning, and legacy creation. Richard's approach centers on understanding clients' priorities and providing ongoing guidance to navigate financial complexities. Richard holds a Bachelor's degree in Finance from the University of North Carolina at Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise covers areas such as college education planning, family wealth management, retirement income, and tax minimization. Outside of his professional work, Richard enjoys cooking, football, golfing, soccer, spending time with his family, and watching movies.

Rodney Steve is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He previously worked at The Vanguard Group for 18 years and spent two years at Drexel University. Outside of his advisory role, he serves as a board member for Caterpillar Ministries, contributing to strategic planning and organizational governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Samuelson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and investment services.

Danna Nealon is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She previously worked at Bank of America and Merrill from 2016 to 2018. Outside of her advisory role, Nealon serves as treasurer for the Preston at the Lake Homeowners Association, where she manages bookkeeping responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charities, trusts, and estates. The firm offers tailored investment strategies through various platforms and proprietary model strategies, with a network of independent financial professionals.

Djibril Diallo is a financial advisor at Wells Fargo Clearing with securities registrations including Series 63, Series 65, and Series 66. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to this, he held various roles including at The UPS Store and NorthStone Masonry. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, where he has been registered since 2020. He focuses on personalized wealth management, retirement planning, and investment strategies tailored to meet the unique needs of his clients. Austin works to help clients achieve their financial goals through comprehensive services including education planning, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, and both individual and corporate investment strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston on a baseball scholarship, earning a bachelor's degree. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Austin enjoys watching sports, fishing, and boating.

Jeffrey Kerr is a financial advisor with Thrivent Investment Management in Troutman, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2017, he worked at NC Farm Bureau Insurance and was involved with JTG Daughtery Racing. Outside of financial advising, he operates a leadership training business that leverages his background in athletics and NASCAR pit crew experience to provide team-building training for police, fire, medic, and SWAT personnel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across various planning topics and maintains a separation between planning and managed-account services.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Securities America, Inc., DHFS Wealth Management, Investacorp, and First Allied Securities, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers comprehensive financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a range of research and portfolio management strategies.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Walter is also involved in the independent sale and servicing of fixed life insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services with a portfolio construction approach that includes various asset classes and both discretionary and non-discretionary management options.

Brian Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and has been in the industry since 2026. Prior to joining Raymond James, he worked at Foresight Sports for four years and IZEA for eleven years. Fisher is a minority owner of Neoteric Brewing, a brewery based in Huntersville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Charles Lupton is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Uber Technologies, Residences at The Little Nell, and several other companies across varied industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on combining fundamental research and quantitative analysis through systematic, algorithm-driven methodologies.

Tiffany Guarino is a financial advisor at Raymond James Financial with a Series 65 credential and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is employed at Williamson Wealth Group in client relations and office administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Maxwell Fontaine is a financial advisor with LPL Financial based in Mooresville, NC. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial, Fontaine worked at The Vanguard Group and Genworth Financial, and has experience with nonprofit work through the Fontane Foundation Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a range of discretionary and non-discretionary management strategies.

Edward Conway is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing options.

William Payne is a Series 66-licensed financial advisor with Edward Jones in Denver, NC, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at BB&T Investments and BB&T Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.