Nicholas Caropreso is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior professional experience at Lowe's Companies Inc., Johnson & Johnson, Unilever, and Pinnacle Foods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Donald Coggins Jr. is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, Coggins is a musician, performing as a keyboard player and singer at various clubs and events in North Carolina, and is also involved in timber farming. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supplemented by research and model portfolios from LPL Research and third-party subadvisors.

Mary Michael is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles at Storr Office Environments and Palm Avenue. Outside of her advisory work, she is a co-owner of Hill Lane Home and Embroidery, an online retail business specializing in embroidery and design. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs, including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Karp Financial Strategies, Inc., and sells fixed annuities and various types of non-variable insurance products including long-term care, term life, disability, and universal life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

Bruce Sanborn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2001, including its predecessor firm LINSCO/PRIVATE LEDGER CORP. Sanborn is also involved in selling fixed insurance products through F&M Insurance Agency in Granite Quarry, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research from internal and third-party sources.

Warren Williams is a financial advisor with LPL Financial in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with LPL Financial for 18 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

John Euchner Jr. is a financial advisor with Mass Mutual Investors Services in Salisbury, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including over two decades at Metlife Securities Inc. and has been with Mass Mutual and its affiliates since 2016. Outside of advisory work, he owns and manages a tax entity that handles 1099 income. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations with financial planning and asset management. The firm offers collaborative, annual financial planning using firm-approved analytical tools and provides a range of investment and planning services including recent additions like standalone Divorce Planning.

Donald Osborne is a financial advisor with Raymond James Financial in Salisbury, NC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2002 and has also worked with Alan F. Burke, CPA, PA during his career. Outside of advising, Osborne is involved as a partner in a tax preparation business and holds a power of attorney role for family investment accounts. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals, using analytical tools and risk profiling, and supports a broad advisor network with specialized municipal and public finance capabilities.

Laura Grasso is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Ronald Ceccarini is a financial advisor with Edward Jones in Mooresville, NC, holding Series 66 and Series 63 designations and 23 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Cathy Foster is a CFP® with 24 years of industry experience currently affiliated with OSAIC. She has held roles at Victory Wealth Management Inc. since 2009 and FSC Securities Corporation between 2020 and 2023. In addition to her advisory work, Foster acts as an insurance agent providing term, non-variable, and Medicare Supplement insurance quotes and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions with a focus on portfolio construction using asset-allocation tools and automated rebalancing.

Beverly Granberry is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at LPL Financial since 2017. Beverly is also a Notary Public for North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Wendy Weant is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Signator Investors, Inc. and has been associated with Insight Financial Partners, LLC since 2005. Outside of her advisory work, she has been a self-employed musician and performer since 1981, occasionally performing at weddings, funerals, and special events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a variety of tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

William Dana II is a financial advisor with Edward Jones in Mooresville, NC, holding Series 66 and Series 63 designations and 24 years of industry experience. His prior roles include positions at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, Western & Southern Life, and SagePoint Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its large advisor and branch network and maintains affiliated capabilities beyond advisory services, including trust services and securities-based lending.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lewis Daye II is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within Wells Fargo’s affiliated firms since 2009. Outside of his advisory role, he is involved in residential rental property ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to client needs, with planning engagements typically discrete and utilizing proprietary research and tools.

Gina Burnett is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She has been with Thrivent and its affiliated firm since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account services while maintaining separation between these offerings.

William Andrews is a financial advisor with Fidelity in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in the hospitality industry through his role at Mr. Bowl Fusion and Sushi Mooresville LLC, where he handles food orders and general hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Robert Aiken is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has prior experience at Raymond James Financial Services and operates Arco Capital Partners, which he founded and manages. He is also involved with REA Systems, an LLC he owns for accounting purposes, and acts as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.