Mark Kuznitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2009 to 2023. Kuznitz is based in Denver, NC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations supported by a centralized consulting team.

Joseph Reimels is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. He worked at Lincoln Financial Advisors Corp for 16 years before joining LPL Financial in 2024. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research, model portfolios, and various investment technologies.

Kimberly James is a financial advisor with Raymond James & Associates in Lincolnton, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes 13 years at Merrill prior to joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and investment consulting services through various advisory programs.

Jeffrey Basik is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International and is chairman of the finance and missions teams at Tree of Life Church. He is also part-owner of Repurposed Materials of Naples, a waste recycling business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. 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.

Michael Holdenrid is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Nationwide Securities LLC and Nationwide Insurance. Outside of his advisory role, he is president of Caden Wealth Management, LLC, and operates as an independent insurance agent through Holdenrid Insurance Group. 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 professionals, utilizing a variety of investment platforms and proprietary model strategies.

Melissa Spivey is a financial advisor with Raymond James Financial Services, Inc. in Lincolnton, NC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2000 and has owned an online clothing boutique, Divas & Dimples, since 2012, which she maintains as a potential opportunity for her daughters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals while supporting municipal and public finance work through affiliated advisory programs.

William Gary is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held long-term roles at Nationwide Insurance Companies and Nationwide Advisory Services. Gary is also an independent insurance agent through Holdenrid Insurance Group and owns a business entity, William K Gary & Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Garrett Sharp is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he is president of TJRH Capital Group LLC, a commercial rental property business in Shelby, NC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products with over $1 trillion in assets under management.

Michael Bowen is a financial advisor with Edward Jones in Lincolnton, NC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 2002. Bowen is involved with the Lincoln County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branch offices and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Michael Baker is a CFP® with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for Woodbury Financial Services, Inc. for 12 years. Outside of his advisory role, Baker is president of Michael R Baker Insurance Agency Inc., which provides insurance sales and services. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with tools for asset allocation, risk assessment, and portfolio management that include various investment vehicles and allow for discretionary or non-discretionary account management.

Brentley Jenkins is a financial advisor with Edward Jones in Cherryville, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and operates Rockin J Farms LLC, a cattle-raising farm in Maiden, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Lalor is a Series 66-credentialed financial advisor with Merrill in Denver, NC, with 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor is also an inactive Ready Reserve Captain in the United States Marine Corps. Merrill, together 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 a range of individual, institutional, and charitable clients.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Norman Perkins is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked for Alliance Coal, LLC for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Amy Matthews is a financial advisor at Edward Jones in Lincolnton, NC. She holds a Series 66 designation and previously worked for Lincoln County Schools for 12 years before joining Edward Jones in 2025. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Carl Rodgers is a CFP®-designated financial advisor with Raymond James Financial, based in Denver, NC, and has 34 years of industry experience. He has been with Raymond James since 2011 and also serves as a financial advisor at Peoples Bank/Peoples Investment Services. Outside of his advisory work, he acts as a power of attorney for personal matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance activities through its unique affiliations.

James Sherrill IV is a financial advisor at Edward Jones in Dallas, NC, with six years at the firm and a total of four years of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, Sherrill worked in the consumer service industry, including a role at Pressure Washing Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.