Charles Stoner is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individual and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and economic modeling as part of its financial planning process.

Jermile Hayes is a CFP® with 12 years of industry experience, currently advising at Fidelity. His prior roles include six years at THE Vanguard Group, Inc., and additional experience at Fidelity Brokerage Services LLC and Carolina Talent. He serves as an advisory board member for Elon University’s Love School of Business, where he engages with students and supports job opportunity initiatives. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Timothy Neu is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Vanguard Group, PNC Financial Services, JP Morgan Securities, and JP Morgan Chase Bank. He was also involved in Revival Property Management LLC from 2023 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies, use of AI and algorithmic methods in research, and operation as a registered commodity pool operator.

Summer Sprouse is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017 and previously at Shapiro and Ingle. Outside of investment advising, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm delivers advisory services primarily through model-based strategies developed by third-party asset managers.

Kenneth Hoffman is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Mitchell Gatewood is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Edward Jones, First Citizens Investor Services, and SunTrust Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

John Miano is a Series 66-registered advisor with Merrill in Huntersville, NC, where he has worked since 2014, accumulating 12 years of industry experience. He is involved in rental property investment activities outside of his advisory role. 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 and institutional clients.

Linda O Loughlin is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds a Series 63 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James. Outside of her advisory role, she works part-time as a delivery driver for DoorDash. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and external sub-advisers.

Christopher George is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He holds a Bachelor's degree in Business Administration from Kent State University. Christopher has over 27 years of experience as a registered Wealth Management Advisor and possesses the Sports & Entertainment Accredited Wealth Management Advisor™ designation, among other professional certifications such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Before his financial advisory career, Christopher was a professional baseball player, selected in the 7th round of the 1988 Major League Baseball draft. He competed for both the Milwaukee Brewers and the Florida Marlins over eight years, earning recognition as a three-time All Star and receiving the Ray Scarborough Minor League Player of the Year Award. His background in professional sports has shaped his approach to business through qualities like motivation, competitiveness, and strong work ethic. Christopher's client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. Outside of his professional work, he is involved with Ronald McDonald House Charities and enjoys spending time with his wife Katie and their two children at their home in Lake Norman. His personal interests include boating, fishing, baseball, and football, and he also coaches his children's sports teams.

Charles Moore III is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017. Prior to LPL, he was with Nationwide Securities and Nationwide Advisory Services for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. His prior roles include positions at Allstate and Penn Mutual Life Insurance Company. Lynch is also an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, providing structured, collaborative planning engagements using firm-approved analytical tools.

Robert Weaver is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he owns and operates a business that creates and licenses a college basketball pool for national distribution. 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 financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

Laura Long is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. 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 and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from LPL Research and third-party subadvisors.

John Mccabe III is a financial advisor with LPL Financial in Cornelius, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Flagstar Bank, First National Bank of PA, Cetera Investment Services LLC, and Bank of America. 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, model portfolios, and retirement plan consulting.

Allen Roud is a financial advisor with Roud Financial Services, LLC in Huntersville, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Roud Financial Services since 2011. Outside of his advisory work, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory services and financial planning for individual clients, using a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances. The firm offers both ongoing advisory relationships and hourly planning engagements and manages approximately $5.4 million in assets.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at FSC Securities Corporation for six years. She has been with Vision Capital & Management since 2015. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a variety of clients, including individuals, trusts, estates, charitable organizations, and institutional clients. The firm applies a macro-driven investment process emphasizing diversification and risk-adjusted returns, primarily using mutual funds and ETFs, and manages approximately $144.8 million in discretionary assets alongside model portfolio services for third parties.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.