Joseph Meador is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Intercarolina Financial Services, Inc. He is also involved with MPay Inc., where he provides retirement plan services and investment relations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing various portfolio management approaches and platform arrangements.

Ronald Richter is a financial advisor with Cetera who holds the CFP® designation and Series 66 license, bringing 20 years of industry experience. He has served as an adjunct or full-time faculty member teaching finance courses at Rutgers University, Coastal Carolina University, and UNC Wilmington. He combines his advisory role with academic positions focused on finance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Angela Diehl is a financial advisor with Edward Jones in Shallotte, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, BBTIS, and CUSO Financial Services. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Hatch Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked within Wells Fargo's affiliated firms since 2009. Outside of his advisory role, he owns a residential rental property business. Wells Fargo Advisors serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, offering tailored recommendations supported by firm research and tools.

Harry Goff is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Since beginning his career in 2000, Harry has built lasting relationships with clients, which he credits for his success in the industry. Harry holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Queens University of Charlotte. Outside of work, he enjoys boating, golfing, and hiking. He is also involved in the community, supporting events such as the Lake Wylie Children's Classic, which benefits Shriners Hospital in Greenville, South Carolina.

Kathy Burns is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with LPL Financial since 2008 and previously worked at Burns & Bynum CPA PA for 16 years. Outside of her advisory work, she is involved in tax preparation and accounting through related business entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies and technology tools.