Mark Mccall is a CFA® charterholder with 18 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. His prior experience includes Citigroup Global Markets Inc., where he has been active since 2005. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and Global Investment Committee research.

Angelique Harris is a financial advisor at Edward Jones with four years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations. Prior to joining Edward Jones, she worked for TIAA Kaspick from 2010 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a nationwide network of more than 23,700 financial advisors.

Tyler Aiken is a CFP® professional with 11 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He also worked at Wells Fargo Advisors from 2015 to 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Stacie Wolfe is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. She is based in Stanley, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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.

Robert Suddreth is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at The Vanguard Group, Inc. and spent nearly two decades at American Tire Distributors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Brian Hill is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes six years at Ameriprise Financial Services, Inc. Before joining LPL Financial in 2018, he developed expertise in financial advisory services. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 registrations and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial. 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 financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by a range of model portfolios and research.

James Lowry serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this capacity, he provides financial advice and guidance to clients, focusing on managing individual wealth and retirement benefits. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. James Lowry earned a Bachelor's Degree from Saint Thomas Aquinas College.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Tyler Ervin is a financial advisor with LPL Financial in Concord, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he has held various positions in retail and service industries and has been involved in small business operations including pavement cleaning and carwash ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

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.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously held positions at Bethune Cookman University, Bank of America, and the Town of Cornelius staff. Merrill provides managed account services 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, pension and profit-sharing plans, corporations, and charitable organizations.

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 credentials and bringing 38 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he is involved with Livingston Financial, a business related to his work at LPL. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management approaches.

Larkin Wobbe is a CFP® professional with 12 years of experience in financial advisory. He is currently with Raymond James Financial Services Advisors, where he has worked since 2022, following several years at Wells Fargo in various advisory roles. Outside of Raymond James, Wobbe is involved as an associate financial advisor at Williamson Wealth Group, where he supports client servicing and acquisition. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized programs in municipal and public finance.

David Baucom is a financial advisor with LPL Financial in Concord, NC, holding the Series 66 designation and having 21 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by model portfolios and research from multiple sources.

Mark Arigo is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2023. Outside of his advisory role, he works as a part-time coach and trainer at Lake Norman Athletic Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with algorithmic tools and delivers personalized advice through a centralized consulting team.

Jason Shell is a CFP® professional with 26 years of experience in the financial industry. He has been with Raymond James Financial since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns a support company that provides services to Raymond James Financial Services, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joshua Roberson is a financial advisor at Edward Jones in Denver, NC, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.