Hugh Renwick is a financial advisor at Truist Advisory Services with 41 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in various Truist-related entities since 1996, including BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers ongoing client reviews and reporting through its extensive network of affiliated financial relationships.

Daniel Schmitz is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group, Inc., Kingdom Building Holdings LLC, Grayley Co., and Lincoln Charter School. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Aaron Moore is a financial advisor at Truist Advisory Services with one year of industry experience. He holds a Series 66 designation and has worked in various roles within the Truist organization since 2018. Prior to entering financial services, he was involved in an automotive detailing business. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools and offers a range of advisory programs through its affiliation with Truist Financial and associated entities.

Brandon Hatcher is a Series 66 credentialed financial advisor with five years of industry experience. He is currently with J.W. Cole Advisors, Inc. and has previously worked at Serenity Investment Advisors, Edward Jones, and PNC. Outside of his advisory role, he manages a sports league as a league manager. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Roslyn Ervin is a financial advisor at Truist Advisory Services with 22 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Bb&T Securities, LLC for eight years. Outside of her advisory role, she provides assistance to disabled persons, including support with hygiene, cooking, transportation, and light housekeeping. Truist Advisory Services offers investment consulting, financial planning, portfolio management, and retirement plan services to a wide range of clients, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and collaborates with Envestnet to deliver tailored asset allocation strategies and manager recommendations.

Robert Moore is a financial advisor with Empower Advisory Group in Lowell, NC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at First Citizens Investor Services, JPMorgan Chase Bank, Wells Fargo, and New York Life Insurance Co. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jonathan Camp is a financial advisor with Truist Advisory Services in Gastonia, North Carolina. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including roles at BB&T Securities, SunTrust Bank, and Truist Investment Services. Outside of his advisory work, he manages several rental properties. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm utilizes a range of research tools and partnerships, including the Envestnet platform, to support its clients’ investment and retirement planning needs.

Edwin Crisp Jr. is a CFP® professional with 24 years of experience in financial advising. He has worked at Independent Advisor Alliance, LLC since 2019 and previously spent nine years at Clearbrook Advisory Services, LLC. Crisp serves as an elected executive board member of the Montcross Chamber Board of Directors and is a board member of the Investment Committee of the Associated Reformed Presbyterian Church. He also prepares tax returns for clients and family on a limited basis. Independent Advisor Alliance, LLC provides asset management, financial planning, wealth coaching, and retirement plan consulting to a diverse client base that includes individuals, small businesses, charitable organizations, and retirement plans. The firm uses a network model of advisory representatives and integrates technology platforms alongside traditional planning to deliver investment and estate-planning services.

Kristen Gurney is a financial advisor with PNC Wealth Management in Clover, SC, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. She has worked with PNC Investments since 2016, following three years at TIAA-CREF Individual & Institutional Services. PNC Wealth Management offers retail brokerage and advisory services through various model-based programs, including an invitation-only digital discretionary model portfolio that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing.

Paul Goetz III is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 63 licenses and two years of industry experience. His previous roles include positions at LPL Financial, R.J. Schrift Private Asset Management, and Armfield Wealth. Outside of financial services, he owns PGM Detailing, a home-based business. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with advisory representatives providing both discretionary and non-discretionary portfolio management, utilizing a variety of investment strategies and technology platforms.

David Mc Donald is a Series 66-licensed financial advisor with Edward Jones in Gastonia, NC, where he has worked since 2019. He has seven years of industry experience. Outside of advising, he has been affiliated with the Gastonia Grizzlies since 2014 and has occasionally driven for Uber. 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 solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Anna Hale is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and three years of industry experience. She previously worked at Fortegra and held various roles at Florida State University, including Facilities Supervisor and Student Affairs employee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Daniel Hylton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Continental Tire for several years in various roles. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals.

Patrick Wittekind is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and has been self-employed for over two decades. Outside of his advisory role, he serves as a trustee for his own defined benefit and 401(k) retirement plans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports its large network with advanced planning tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Consulting Services.

Garrett Wilson is a CFP® with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc. since 2023 and also operates Wilson Financial Group, LLC. Prior to entering financial services, he held positions at Heister Wholesale Parts and worked in education at Campbell University and Gaston Christian School. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension plans, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary account management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

David Weaver is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with marine services and boat sales firms. 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 advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

William Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail, animal care, and printing. Outside of his advisory role, he is involved in maintaining an office building as a cleaner in Landrum, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors.

Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

Lucas Beatty is a Series 66-licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as a board member for the Dallas, NC Boys and Girls Club and as a trustee for Venture Church. Thrivent Investment Management offers dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses addressing a broad range of financial planning topics, with opportunities to combine planning and managed-account services under a consolidated billing option.

Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and Cambridge Investment Research Advisors, Inc. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and third-party money manager programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network supporting its platform.