Douglas Jones is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009 and currently operates Optio Wealth Management LLC, an independent financial practice based in Huntersville, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, using proprietary research and tools to develop tailored recommendations. The firm integrates advisory services with various financial products and referral channels.

Jason Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2010. Outside of his advisory role, he owns Baker Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 Financial Professionals, utilizing a variety of portfolio management strategies and custodial platforms.

Raymond Watson is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 credential and 25 years of industry experience. He has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2002. Outside of advising, he operates an e-commerce business called This Baseball Mom, which sells baseball-themed items for mothers, and manages his son’s baseball team, the Carolina Wolverines. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Frances Worthington is a CFP®-certified financial advisor with 23 years of industry experience, currently working at Cetera in Charlotte, NC. She has held roles at several firms, including MassMutual Life Insurance Company and Park Avenue Securities. Worthington serves as president of the Society of Financial Services Professionals and is a board member of Women in Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors.

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. Morgan is based in Belmont, North Carolina. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment types.

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 licenses and with 26 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and North American Company for Life & Health for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

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 worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, she worked at Olin Corporation and Roy-El Morgan Farm and spent several years as a homemaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

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 has worked at firms including Woodbury Financial Services, Questar Asset Management, and Gcg Wealth Management. Welch serves as president of Point of Grace Lutheran Church, where he leads trustee and voters meetings. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers.

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. Prior to joining LPL Financial in 2019, he worked for Ameriprise Financial Services for 14 years. He is also involved with McClure Investment Company, a real estate investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and technology tools.

Christopher Gurganus is a financial advisor at OSAIC with 21 years of industry experience. He holds the CFP® and ChFC® designations and worked previously at John Hancock for 15 years before joining OSAIC in 2018. In addition to his advisory role, he operates Capitol Financial Solutions as a financial planning business and works as a broker recommending fixed insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of advisors, employing advanced portfolio construction tools and supporting both discretionary and non-discretionary account management.

Nicholas Bernick is a financial advisor with LPL Enterprise, holding a Series 66 designation and having recently entered the industry. His prior experience includes roles at Prudential Advisors, Northwestern Mutual, Johnson Brothers Mutual, and various positions outside finance such as at Power Home Remodeling and Hot Corner Athletics. He volunteers with the Miracle League of Greater Charlotte. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, model portfolio management, and access to brokerage and insurance products through an integrated platform.

Graham Burke is a CFP® professional affiliated with LPL Financial, based in Charlotte, NC, with five years of industry experience. He has previously worked at OSAIC, FSC Securities Corporation, and The Prudential Insurance Company of America, among others. He also serves as a wealth manager at Steward Wealth Strategies, where he manages client relationships and presents financial plans. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

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.

Dawn Christopher is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2009, including her current role at Wells Fargo Clearing since 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 options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been associated with Primerica Advisors since 2017, including its affiliated Primerica Financial Services, and also has experience in other business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custodial services.