Michael Wilson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior work includes roles at Mutual of Omaha, The Prudential Insurance Company of America, and OneAmerica Securities. Outside of advising, he serves as a trustee and board member at New Life Missionary Baptist Church. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports multiple account platforms and proprietary model strategies, managing a multi‑billion dollar asset base through thousands of financial professionals.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked at LPL Financial since 2005 and previously held roles at Mony Securities Corporation and Trusted Securities Advisors Corp. He also operates Karp Financial Strategies, Inc., a DBA through which he sells fixed annuities and various types of non-variable insurance products. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jonathan Boone is a financial advisor at Edward Jones in Mooresville, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Panera Bread and was a student at the University of North Carolina at Charlotte. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Warren Williams is a financial advisor with LPL Financial in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2008. 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, model portfolios, third-party asset management, and institutional platforms.

Zachary Payne is a financial advisor with Osaic Wealth, INC, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Woodbury Financial Services, and ownership of Payne Financial Consultants, where he also operates an insurance agency selling fixed annuities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.

Dianne Eller is a financial advisor at Merrill based in Mooresville, NC, holding a Series 66 designation with four years of industry experience. She has a long tenure at Bank of America, having worked there from 2000 to 2021 before joining Merrill in 2021. Outside of her advisory role, she owns a small rental business. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Todd Hogue is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James Financial Services since 2016 and also works with Signature Wealth Group. Outside of his advisory work, he operates a dog sitting business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samuel Hilbish is a financial advisor with Merrill in Statesville, NC. He holds Series 63 and Series 66 registrations and has one year of industry experience. His prior work includes roles at Bank of America, Wells Fargo Clearing Services, and several other companies across various industries. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aaron Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at Kestra Financial Services and Kestra Investment Services. In addition to his advisory work, Anderson teaches online courses at Hillsborough Community College. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Raymond Yackel Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has previously worked with Commonwealth Financial Network and operates his own insurance agency, Raymond A. Yackel Agency, Inc., which he has owned since 1977. 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, model portfolios, third-party asset management, and institutional platforms.

David Helgeson is a financial advisor at OSAIC with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at Valic Financial Advisors, Agia, and Gunnallen Financial. In addition to his advisory role, Helgeson is an agent offering non-securities insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process featuring asset allocation and portfolio optimization tools, and offers a wide range of brokerage and advisory services through a multi-advisor platform.

Kelsey Sowers is a financial advisor at Edward Jones in Statesville, NC, holding the ChFC® and Series 66 designations with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Accutrak Inventory and Prestige Planners. Outside of her advisory role, she manages a rental property in Taylorsville, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers various advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Robert Weimer II is a CFA® charterholder with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously spent a decade at THE Vanguard Group, Inc. in various roles. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jennifer Lambert is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 11 years before joining LPL Financial in 2021. Outside of her advisory role, she is employed in the hospitality sector in Statesville, NC, working as a server and guest services clerk. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning, portfolio management, and institutional platforms.

Laura Grasso is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she holds a real estate license. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kari Sirianni is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, Kari worked in public education for nearly two decades. She is also involved in managing an advisory business through L&J Operations LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven, tax-efficient strategies and algorithmic support to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Joel Torres is a financial advisor at Edward Jones with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Bb&T Securities, BBTIS, and Bb&T Bank from 2011 to 2018. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Baker is a CFP® professional with 27 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 12 years with Woodbury Financial Services, Inc. Baker is president of Michael R Baker Insurance Agency Inc, which provides insurance sales and service. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through multiple platforms, emphasizing model-based asset allocation, portfolio optimization, and a range of managed account strategies.

William Dana II is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, Western & Southern Life, and SagePoint Financial. 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 is notable for its large retail advisor and branch network as well as affiliated investment capabilities.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.