Charles Moore III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His previous roles include positions at Nationwide Securities and Nationwide Advisory Services, and he has been involved with Charles Moore Jr Insurance Agency since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, including financial planning and model portfolios, delivered through a large network of investment adviser representatives.

John Lynch is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His career includes roles at firms such as Allstate Financial Services, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent. In addition to his advisory work, he is an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analysis tools and offers various programs including estate-settlement and employer-sponsored planning.

Robert Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2001 to 2009. Outside of his advisory role, he is the owner and principal of a company that creates and licenses a college basketball pool for national distribution. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning and portfolio management, utilizing LPL Research model portfolios and third-party subadvisors, supported by advanced operational tools.

Laura Long is a financial advisor with LPL Financial in Davidson, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Long is involved in entrepreneurial ventures including Coast 2 Coast Wealth Management and her own firm, Laura Long, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

John Mccabe III is a financial advisor with LPL Financial based in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Flagstar Bank, First National Bank of PA, Cetera Investment Services, Bank of America, Merrill, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining scale and diverse financial activities alongside its advisory platform.

Allen Roud is the principal advisor at Roud Financial Services, LLC, an independent firm based in Huntersville, NC. He holds the Series 66 designation and has 17 years of industry experience, including two years at Merrill prior to founding his current firm in 2011. Outside of his advisory role, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory and financial planning services to individual clients. The firm employs a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances, offering both ongoing advisory relationships and project-based, hourly planning options.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 65 and Series 66 designations and has previously worked at FSC Securities Corporation, Uwharrie Investment Advisors, Inc., and Uvest Financial Services Group, Inc. Vision Capital & Management offers discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, pension plans, corporations, and institutional clients. The firm uses a macro-driven investment process focused on asset-class diversification and correlation strategies, managing portfolios primarily with mutual funds and ETFs, including digital-asset-focused ETFs where appropriate.

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.