Brandi Behlke is a financial advisor at Fidelity with nine years of industry experience. She holds the CFP® and Series 66 credentials and previously worked at Edward Jones and Blue Ridge HealthCare. Behlke serves on the boards of the Good Samaritan Clinic and Morganton Burke Crimestoppers, nonprofit organizations focused on community support and crime prevention. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Jean Rene Pelletier is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems, as well as positions outside the financial industry such as at The Home Depot. 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 investment 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.

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.

John Misle is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including 14 years at Lincoln Financial Securities Corporation and over four decades at Pilot Life Insurance Co. Misle serves as a board member of the Sportsmans Club of Charlotte and volunteers on a high school reunion committee. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base including individuals, institutional plans, charitable organizations, and trusts. The firm offers a variety of investment implementation options through proprietary and third-party strategies, delivered by a nationwide network of independent financial professionals.

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.

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.

Adrian Nagy is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Northwestern Mutual and Steinhafels. In addition to his advisory role, he serves as an officer in the Army Reserves and owns a consulting business that helps veterans navigate the VA benefits system. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and various programs including wrap and money-manager options.

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.

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.

Elizabeth Hobson is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 14 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2025. In addition to her advisory role, she teaches at the National Business Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering a range of advisory programs, retirement plan consulting, and brokerage services supported by extensive research and a variety of investment strategies.

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.

James Combs is a financial advisor with LPL Financial in Cornelius, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. He also serves as a nonprofit board member for Williams Lodge 176. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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.

Charles Stoner is a financial advisor at Morgan Stanley with 35 years of industry experience. He has held previous positions at UBS Financial Services from 2011 to 2021 and has been with Morgan Stanley Smith Barney LLC since 2021. He holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies, managing approximately $2.74 trillion in client assets.

Scott Stimson is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he works with families and individuals to develop personalized financial strategies aimed at securing a better financial future. He began his financial services career in 2010 and focuses on delivering a comprehensive approach to managing wealth by listening carefully to clients and assisting them in making informed decisions tailored to their individual needs. Scott holds a Bachelor's Degree from the University of North Carolina System and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has expertise in family wealth management strategies, liquidity management, personal retirement planning, and portfolio management services. Scott is committed to building trusted relationships and providing customized wealth management strategies to his clients. Beyond his professional work, Scott has been actively involved in his community as a member of Leadership Lake Norman and having served on the Board of Directors for Corvian Community School from 2017 to 2020. He has also held leadership roles including Vice President of Sigma Chi Charlotte Alumni Associates and participates in community initiatives such as the Jimmy Murphey Christmas Community Fundraiser. Scott calls Lake Norman, North Carolina home and integrates community involvement into his work philosophy.

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.

Tiffany Hart is a financial advisor at Raymond James Financial with five years of industry experience. She holds the Series 66 designation and has worked at Raymond James Financial and its affiliated firms since 2022, in addition to prior roles at Peoples Bank and OneMan Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers unique programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.