Jennifer Morgan is a financial advisor at Osaic with two years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for four years and GDIT, Inc. for seven years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process uses model-based asset allocation and portfolio optimization with tools such as efficient frontier analysis and rebalancing.

Derek Chalfant is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and custodial relationships.

Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Triad Advisors, Avantax Advisory Services, North American Co for Life & Health, and Veravest Investment Advisors. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Young is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation. She has one year of industry experience, previously working at Olin Corporation and Roy-El Morgan Farm before joining the financial sector. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform offerings.

Connor Pridnia is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Bluestone Financial Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he is associated with Bluestone Financial, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Eric Welch is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. and Questar Asset Management. Welch serves as president of Point of Grace Lutheran Church, where he leads trustee and voters meetings. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm utilizes a model-based investment process with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

Kelly Barnett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelly worked at Bank of America and Bank of America Merchant Services. Outside of financial advising, Kelly assists families as a Disney Destination Specialist, helping to book and plan Disney vacations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Charles Mcclure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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 services including financial planning and model portfolio programs, supported by extensive technology and a broad array of non-advisory financial products.

Christopher Gurganus is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations and bringing 22 years of industry experience. He previously worked at John Hancock for 15 years before joining OSAIC in 2018. Gurganus also conducts business under Capitol Financial Solutions and works as a broker recommending fixed insurance products as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party managers, and is notable for its scale, consolidation activity, and complex affiliate network.

Nicholas Bernick is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has previously worked at Northwestern Mutual, Johnson Brothers Mutual, and Prudential Advisors. Outside of his advisory work, Bernick volunteers with the Miracle League of Greater Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and insurance products through affiliated entities.

James Bunting is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at First Tennessee, Guardian Life, Stancorp Investment Advisers, Wells Fargo Clearing, Robert Baird & Co., and Morgan Stanley. In addition to his advisory role, he receives compensation from investment-related sales of insurance and annuities through affiliated insurance services. 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 financial planning and investment management solutions, combining advisory services with a broad set of non-advisory financial activities.

Graham Burke is a financial advisor with LPL Financial in Charlotte, NC, holding the CFP® designation and Series 66 license, with five years of industry experience. He has worked at several firms including OSAIC and The Prudential Insurance Company of America. Burke is also a wealth manager at Steward Wealth Strategies, an S Corporation where he manages client relationships and financial plans. 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 portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Elizabeth Weast is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. She holds the Series 66 designation and is based in Charlotte, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Joseph Henderson is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and has experience outside finance including roles at Central Piedmont Community College and Rocky Mountain Chocolate Factory. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dawn Christopher is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third‑party sources.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been associated with Primerica Advisors since 2017 in various roles and is also involved with Tech USA LLC. Outside of advisory work, he engages in the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution through established custodians, focusing primarily on individual investors rather than institutional or pension clients.

Jennifer Smith is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Traverse Partners, Kelly Jones - Thrivent, and Greerwalker Wealth. She serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary account management. The firm’s services include a consolidated billing option combining planning with managed accounts, emphasizing periodic reviews of recommendations delivered by its network of Financial Advisors.

Avtandil Surmava is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with J.P. Morgan entities since 2015. Outside his advisory role, he is an owner and partner of Naz Properties LLC, a real estate business used as his primary residence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and incorporates ESG eligibility frameworks, supported by affiliated implementation and portfolio services.