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 the Series 63 and Series 66 licenses and has worked previously at TradeStation Securities, Ally Invest Securities, GoHealth LLC, Wells Fargo Clearing, and Fidelity Investments. Outside of her advisory role, she is an independent licensed insurance agent selling Medicare and life insurance products to family and close friends. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Debra Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2009 to 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 solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include seven years at LPL Financial and Securities America Advisors, among other firms. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and employs both proprietary and third-party investment strategies tailored to client objectives.

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 Series 66-credentialed financial advisor with 21 years of industry experience. She has worked at LPL Financial since 2018 and previously held positions at Mass Mutual Investors Services and MSI Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

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.

Joseph Michalski is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. His prior experience includes roles at First Citizens Asset Management and First Citizens Investor Services, Inc. He serves as a board member for Big Brothers Big Sisters Cabarrus Leadership Council and works as a high school athletics referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ricky Meeks Jr. is a financial advisor with Raymond James Financial in Kannapolis, NC, holding Series 63 and Series 66 credentials with 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, Meeks is involved in property development and management through several real estate ventures, including Carolina Property Holdings LLC and RBM Property Investments. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a municipal advisor affiliation.

Douglas Marlow is a financial advisor at Cetera with 33 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including Avantax Investment Services and TIAA. Cetera Investment Advisers LLC is a large nationwide firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Aaron Williams is a financial advisor at Fidelity with 10 years of industry experience. He has previously worked at TIAA-CREF and Vanguard Marketing Corporation. Outside of his advisory role, he directs Life's Cheat Code, LLC, a self-improvement business focused on musical composition and related marketing activities. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Tracee Schraeder is a Certified Financial Planner (CFP®) with 26 years of industry experience. She is currently with Stifel, joining the firm in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients can use to inform their financial decisions.

Hseng Hsiang is a CFP® professional with 22 years of industry experience currently serving at Edward Jones since 2022. Prior to this, Hsiang worked at TIAA CREF Individual & Institutional Services LLC for eight years. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Randi Derene is a financial advisor at LPL Financial with one year of industry experience. She previously worked at 4Point Wealth Management and Belk, and has held roles outside finance, including five years at Weston Town Hall. Derene is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios, research, and technology-driven solutions.

Anna Nifong is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with firms including LPL Financial and Independent Advisor Alliance. Outside of her advisory roles, she is involved in administrative and investment-related activities with Focus Wealth Planning and Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides a range of portfolio management options and model-based solutions tailored to client objectives.

Dennis Lehman is a CFP® with 36 years of experience in financial advising. He has been with OSAIC since 1991 and previously worked for Financial Planners of Cleveland, Inc. He is also the owner of Heritage Financial Planners, a separate firm involved in security sales, and is licensed to sell life 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 offers a range of services from financial planning and retirement consulting to access to third-party money managers and managed account solutions.

Alan Morgan is a financial advisor with LPL Financial in Mooresville, NC, holding a Series 66 credential and 15 years of industry experience. He previously worked at IFG Advisory, LLC and Carolina Planning Consultants, LLP. Outside of his advisory work, he serves as a FINRA arbitrator and works as an ice hockey official. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to third-party research and subadvisors.

Aunika Allen is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2021, with prior experience at Loomis and various retail positions. Outside of her advisory role, she operates an Amazon online storefront focused on twin baby products and retail arbitrage. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a mix of program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.