Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Securities from 2008 to 2023. Outside of advising, Fletcher operates as an independent insurance agent through Fletcher Capital LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

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.

Jonathan Rhodes is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years at SunTrust Bank. Jonathan holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Michael Abbott is a financial advisor with Edward Jones in Gastonia, North Carolina, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Michelle Lacount is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a focus on systematic methodologies and long-term asset allocation.

Michele Mcduffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, American Express Financial Advisors, and various insurance carriers. Outside of advising, she has been involved with Alfred And Charlie's BBQ House for nearly two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Macomson II is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 63 and Series 65 designations. His background includes multiple roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as experience in the retail and education sectors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client relationships.

Samuel Zobel is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch, Bank of America, Charles Schwab, and operated Zobel Williams Consulting. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it serves in advisory roles that include fund management and delivery of model portfolios.

James Sherrill III is a financial advisor with Edward Jones in Dallas, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is an owner of a rental property in Lewisburg, WV. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Brent Reynolds is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Verizon Wireless. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Rhyne III is a CFP® professional with 32 years of experience, currently serving at MassMutual Investors Services since 1996. He has worked with MassMutual Life Insurance Company for 30 years. In addition to his advisory role, he owns an LLC that manages pass-through compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers additional programs, including estate settlement and employer-sponsored planning.

Christopher Leazer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including over 17 years at Raymond James Financial Services Advisors and two years at Uvest Financial Services Group. Outside of advisory services, he is the president of CBL Financial Services, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Jesse Rankins Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 32 years. Outside of his advisory role, he is also engaged as an insurance agent offering disability, annuities, long-term care, traditional life, and group health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Nathaniel Humes is a financial advisor with Edward Jones in Gastonia, NC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. His prior positions include roles at The Vanguard Group Inc and LPL Financial, as well as a five-year period at Living Word Tabernacle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brooke Duncan is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to her advisory role, she serves as a consultant for ABT Tax Services, an accounting firm based in Shelby, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jay Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 22 years before joining Raymond James in 2024. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with an emphasis on tailored, non-discretionary consulting supported by extensive research and multiple portfolio management styles.

Christopher Rhyne is a Certified Financial Planner® with 24 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services and Mass Mutual Investors Services. He also sells and services insurance products through his own agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Sara Richard is a financial advisor with Edward Jones in Shelby, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including medical technologist positions at Kings Mountain Hospital and various health organizations from 2016 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.