Berott Mathnov is a Benefits & Planning Consultant for Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Berott assists clients in designing and executing financial plans by utilizing employer-sponsored benefits and adopting a holistic approach to financial planning. Prior to joining Fidelity Investments, Berott worked as a Strategic Communications Manager at Robinhood from 2020 to 2022 and as a Client Relationship Consultant at TIAA from 2017 to 2020. These positions contributed to a diverse background in client relations and strategic communication within the financial services industry. Outside of professional pursuits, Berott enjoys a variety of outdoor activities including beach visits, gardening, horseback riding, outdoor adventures, scuba diving, and skiing.

Erik Johnson is a CFP® professional with 27 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2025, and previously spent 20 years at LPL Financial, LLC (formerly LINSCO/PRIVATE LEDGER CORP.), as well as six years at SCF Investment Advisors, Inc. and SCF Securities, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning.

Cody Beck is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and has held roles at the University of North Carolina at Greensboro and Charlotte. Beck serves on the finance committee of the Kamp Kiwanis Children's Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Kenyon Rush is a Series 66 licensed financial advisor with Edward Jones in Lexington, NC, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner at RRS Investment Properties, assisting with property management and record-keeping. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diana Decuir is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has worked at Bank of America and its affiliate Merrill Lynch since 2022, following a 16-year tenure at Bank of America. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Morton is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2018. Prior to that, he was employed at First National Bank of PA for 13 years. He also serves as treasurer for the Welcome Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Joshua Hamm is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at Pinnacle Asset Management, Pinnacle Financial Partners/Pinnacle Bank, and Wells Fargo Advisors. In addition to his advisory role, he builds relationships with bank partners and manages client investment accounts at Pinnacle Financial Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports both individual and institutional portfolio management, with unique capabilities in municipal and public finance advisory services.

William Greathouse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. His prior roles include positions at Ameriprise and Oppenheimer & Co. He is also the owner of KTG Diva, Inc., a non-investment-related business. 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, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lauren Chandler is a financial advisor with LPL Financial and holds a Series 66 credential. She has four years of industry experience, including roles at F&M Investment Services and Stanly County Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, research, and various management strategies.

Michael Wright is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Beth Hawkins is a CFP® with nine years of industry experience, currently serving at Edward Jones in Lexington, NC. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard. The firm has approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors and 15,100 branch offices.

Harrison Everhart is a CFP® and Series 66-licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at several firms including Charles Schwab, Davenport & Company, and Fidelity Brokerage Services LLC. His background also includes time affiliated with the Carolina Yacht Club and the University of North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aunika Allen is a financial advisor at Equitable Advisors with four years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2021, with prior experience at Loomis and various retail positions. Outside of her advisory role, she operates an Amazon online storefront focused on twin baby products and retail arbitrage. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a mix of program sponsors and endorsed third-party managers to deliver advisory and brokerage solutions.

John Mc Grail is a ChFC® and Series 66 holder with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Salisbury, NC. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Chandler is a financial advisor at Edward Jones in Lexington, NC, holding Series 63 and Series 65 designations with three years of industry experience. Prior to joining Edward Jones, he worked at First Citizens Bank and Lillys Bridge Marina. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is distinguished by its extensive retail advisor and branch network, as well as affiliated services such as a trust company and securities-based lending.

Timothy Pollard is a CERTIFIED FINANCIAL PLANNER™ at Edward Jones with 22 years of experience in the financial services industry. Prior to joining Edward Jones in 2019, he worked at Private Advisor Group, LLC and LPL Financial. He serves as a trustee on the finance committee of Tyro United Methodist Church in Lexington, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of financial advisors.

Valerie Collier is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, including discretionary wrap fee programs and separately managed accounts, and manages approximately $1.01 trillion in assets under management.

John Henderlite Jr. is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and Cetera Wealth Services. He serves as a board member of the Catawba Foundation Inc., a nonprofit organization involved in fiduciary responsibilities and support for Catawba College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, combining model portfolios, third-party managers, and bespoke strategies.