Norris Woody Jr. is a financial advisor with Equitable Advisors in Cornelius, NC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, having worked at Equitable Advisors and its predecessor Axa Advisors since 1997. He serves on the High Point University Alumni Association Board of Directors and is involved in community service through Lambda Chi Alpha at High Point University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs, including third-party asset managers and LPL-sponsored offerings, focusing on client risk assessment and customized investment solutions.

Joseph Small is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions, and Premium Relationship Associate. His experience encompasses various aspects of financial planning and investment consulting. Joseph is dedicated to collaborating with clients to build customized financial plans that align with their priorities. He emphasizes educating clients, reviewing multiple approaches, and tailoring financial strategies to individual situations. Prior to joining Fidelity, he gained experience through internships at IronGate Partners and Fidelity Investments. Outside of his professional work, Joseph is interested in family activities, outdoor adventures, and parenthood.

Raymond Mones is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has been with LPL Financial since 2008, previously working at Merrill and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting investment advisers with both discretionary and non-discretionary strategies.

Scott Shepherd is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 31 years. Outside of his advisory role, he is also licensed as an insurance agent involved in selling fixed annuities and life insurance products. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it supports a variety of managed account strategies alongside third-party managers and proprietary models.

Dalton Cook is a financial advisor with Fidelity, holding a Series 66 designation and beginning his industry career in 2025. His prior experience includes roles at Stifel, Nicolaus & Company and 49 Financial. Outside of his advisory work, he has been involved as a fixed insurance agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

Darcy Ridge is a financial advisor at Robert Baird & Co. with three years of industry experience. Ridge holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services, Hornor, Townsend & Kent, LLC, and Vineyard Wealth LLC. Outside of financial advising, Ridge teaches a weekly cycle fitness class at the YMCA of Greater Charlotte and has been a consultant for Rodan & Fields since 2014. Ridge is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies with ongoing manager selection and monitoring.

Robert Keller Jr. serves as a Wealth Management Advisor and is a partner in the Utz Keller Wealth Management Group based in Huntersville, NC. He offers wealth management services through Merrill Lynch Wealth Management, aiming to provide personalized financial strategies tailored to the specific needs of entrepreneurs, executives, retirees, business owners, and their families. Robert holds a Master's Degree and a Bachelor's Degree from East Carolina University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His expertise includes corporate executive services, divorce transition planning, executive and equity compensation, family wealth management, retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. In addition to his professional work, Robert is involved in community activities and volunteers with the American Legion. He emphasizes providing service that combines the personalized care of a boutique firm with the resources of Merrill and Bank of America to meet client goals.

Olivia Kennedy is a Financial Advisor with the Utz Keller Wealth Management Group at Merrill Lynch Wealth Management. She works with individuals and families to provide comprehensive wealth management planning tailored to their unique goals. Her expertise includes retirement income feasibility, portfolio management, equity compensation services, tax minimization, legacy planning, and managing new wealth. Olivia holds a Bachelor of Science degree in Business Economics from the Farmer School of Business at Miami University of Ohio. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is active in her community, holding leadership roles with the Rotary Club of North Mecklenburg and Folds of Honor Western Carolina Chapter. Outside of her professional work, Olivia enjoys spending time outdoors on her farm in Mount Ulla, hiking, practicing yoga, and boating on Lake Norman with her family.

Bret Gallin is a financial advisor with Wells Fargo Advisors in Denver, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his advisory role, he also works as a part-time bartender at Levy Restaurants. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu tailored to clients who meet certain net-worth thresholds, covering areas such as retirement, education, risk, and wealth-transfer planning, with many services delivered through meetings and written client summary letters.

Mark Mccall is a CFA® charterholder with 18 years of experience in the financial industry. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets Inc for four years. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and modeling tools but does not include individual security recommendations as part of its standalone financial planning offering.

Angelique Harris is a financial advisor with Edward Jones in Mooresville, NC, holding the ChFC® designation and Series 63 and Series 66 licenses. She has five years of industry experience, including over a decade at TIAA Kaspick prior to joining Edward Jones. 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 and provides a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Aiken is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Davidson, NC. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Stacie Wolfe is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of advisors and branch offices and combines advisory services with affiliated capabilities such as a trust company and mutual funds.

Eric Dean is a financial advisor with Equitable Advisors in Mooresville, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Equitable Advisors since 2018 and previously held positions at AXA Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance. Outside of his advisory role, he serves as Director of Alumni Engagement for the Babson Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory programs and third-party asset managers, offering diversified investment options without sponsoring its own wrap fee program.

William Cheek is a financial advisor at Edward Jones in Cornelius, NC, holding the Series 66 designation with over 15 years of prior experience at SCOR Global Life Americas Reinsurance Company. He has been with Edward Jones since 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brian Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory approaches with technological tools and oversight of over $819 billion in discretionary assets.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Dana Horton is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Horton is a member of a family-owned real estate LLC and serves as a notary public, providing document notarization services as needed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Hannah Mitchell is a Financial Consultant with extensive experience in financial planning and investment services. She has held multiple roles at Fidelity Investments, including Planning Consultant, Relationship Manager, and Financial Representative between 2023 and 2025. Prior to this, she worked in European acquisitions at Medical Properties Trust and held positions in quality, risk, and security at Deloitte Luxembourg, as well as an internship in global liquidity and cash management at HSBC. With over five years of experience and having lived and worked internationally, Hannah has developed a thorough understanding of financial planning concepts. She emphasizes the importance of personalized financial plans tailored to each client's unique story and aims to build trustworthy and long-lasting relationships. Outside of her professional work, Hannah is involved in family activities, parenthood, tennis, theater, traveling, and volunteering.

Peter Livingston is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 39 years of industry experience. He has been with LPL Financial since 1997. 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 portfolio programs, and institutional platforms, supported by extensive research and technology tools.