Trudy Mullins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Denver, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2014 and is also an associate at Elmore Financial Group, where she performs administrative and financial assistant duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to inform non-discretionary planning and customized investment consulting.

David Byrne II is a CFP® professional with 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Cornelius, NC. Outside of his advisory work, he is involved in managing rental properties through several entities in the Cornelius and Charlotte areas. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dean Williamson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of advising, he is the owner of Eagles Nest Winery, a winery and wine bar in North Carolina, and he has authored a book. 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 advanced analytical tools and supports a broad network of advisors with specialized programs and consulting services.

William Matyi Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and previously worked at Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he manages investment properties in Davidson, NC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income plans through a centralized consulting team.

Dyron Trotman is a Senior Financial Advisor specializing in building and preserving generational wealth. His practice focuses on assisting executives, professionals, and business owners in managing their income and assets efficiently while addressing the desire to enjoy the fruits of their labor without jeopardizing their financial future. He works closely with clients to develop personalized financial strategies that align with their long-term goals. With expertise in areas such as executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Dyron employs tools like the Merrill Personal Wealth Analysis® to help clients navigate complex financial questions related to exiting careers, managing RSUs, tax minimization, and ensuring family legacies. He is affiliated with Merrill Lynch Wealth Management and holds the Personal Investment Advisor (PIA) designation. Dyron earned a Bachelor's Degree from Norfolk State University. In addition to his professional work, Dyron participates in community volunteering organizations and enjoys personal interests including bowling, football, music, photography, spending time with his family, and watching movies.

Michael Gerken is a financial advisor with Thrivent Investment Management in Newton, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is president of Gerken Enterprises, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses and planning across a broad range of financial topics. The firm separates planning from managed-account services and does not provide portfolio management for institutional clients.

Cody Rachau is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of his advisory role, he serves as Managing Member and President of Rachau Management Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on non-institutional clients.

Austin Larson is a Financial Consultant at Fidelity Investments, bringing his expertise in retirement planning to clients. As a Certified Financial Planner™, he focuses on helping clients navigate the complexities of retirement strategies and tools. Austin has experience in various financial roles, including Planning Consultant and Financial Representative at Fidelity Investments, as well as a Financial Advisor at Northwestern Mutual. He is known for his follow-through and family-first approach when working with clients. Outside of his professional life, Austin has personal interests in fishing, golf, and military service.

David Schiff is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Cornelius, NC. He has been with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. In addition to his advisory role, Schiff owns Schiff Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes.

Joseph Byer is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, LPL Financial, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Meiser is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor and Financial Advisor Intern at Edward Jones Investments from 2007 to 2010. With over 15 years of experience in the financial industry, Ryan helps clients grow and protect their wealth, make sound investment decisions, and simplify their financial lives. He leverages his understanding of Fidelity's broad platform of resources to assist clients in creating personalized financial plans. Outside of his professional work, Ryan has interests in boating, parenthood, reading, running, and soccer.

La Teesha Mc Cullough is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at LPL Financial, Fifth Third Bank, and Chase Bank. Outside of her advisory role, she is the owner of Swole and Whole, LLC, a retail ecommerce business focused on athletic apparel, though she is currently not active in merchandise sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kevin Fogg is a financial advisor at Fidelity with Series 63, 65, and 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group, Inc. and Cardinal Financial, among other firms, and has a background that includes 14 years at Macy's Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and its application of AI in research.

Florance Johnson is a Series 66 designated advisor with Thrivent Investment Management in Newton, NC, bringing two years of industry experience. Prior to joining Thrivent, Johnson held positions at Dollar General and HealthSmart Pharmacy, among other roles. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses on various financial topics with options for one-time or ongoing planning engagements. The firm separates planning from managed-account services and does not hold discretionary trading authority for its Dedicated Planning Service.

Joseph Russell is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work history includes roles at DoorDash, New York Life, and Facet Construction. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.

Terry Eskind is a financial advisor with Edward Jones in Conover, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Edward Jones since 2010. Outside of advisory work, he is president of Eskind Group LLC, a company involved in owning and maintaining rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of financial needs, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.

Bart Knight is a financial advisor at Edward Jones in Davidson, NC, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Lowes Home Improvement for 18 years and has been involved with TimberEdge Designs LLC since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the nation.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. He is also a senior advisor at Rosso Financial Group, where he is involved in sales and account management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a member of the Parks & Recreation Committee for the Township of Ferguson in State College, PA. 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 advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.