Josh Vanepps is a financial advisor with Empower Advisory Group in Troutman, NC, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Empower Financial Services, Inc., Iredell Health System, Whole Foods, and Carolins Healthcare System. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model combines proprietary and third-party methodologies focused on long-term portfolio returns and regular rebalancing within plan lineups selected by plan sponsors.

William Dunlop Jr. is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes service with the City of New York Fire Department and Centennial Security Integration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

William Morgan Jr. is a financial advisor with LPL Financial and holds Series 63 and Series 65 credentials, bringing 39 years of industry experience. Prior to joining LPL Financial in 2025, he has been involved with Grove Point Advisors, LLC and Grove Point Investments, LLC for multiple years. Outside of his advisory work, Morgan serves on several nonprofit and community boards, including the Economic Development Partnership of North Carolina and the Greater Statesville Chamber of Commerce, and engages in local political activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to provide both discretionary and non-discretionary management solutions.

Raymond Halstead is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He is also the managing partner of REH CPA, PLLC, an accounting firm, and serves as managing partner of Halstead Real Estate Investments. Outside of his advisory role, he is an executive board member and treasurer for FeedNC, a local food bank, and president of the Morrison Executive Suites Owners Association. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures.

James Magee Jr. is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Statesville, NC. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Bruce Lau is a financial advisor with Edward Jones in Mooresville, North Carolina, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he is a certified independent contract pilot and has served as a first officer for American Airlines. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jon Rothenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with various entities within the Cetera network since 2004, including Cetera Wealth Services and Cetera Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

David Payne is a financial advisor at OSAIC Wealth, Inc. with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at LPL Financial, LLC and Woodbury Financial Services. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm integrates brokerage and advisory services, employing various asset allocation tools and third-party solutions to manage portfolios across a broad range of investment types.

Michael Wilson is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Mutual of Omaha, The Prudential Insurance Company of America, and OneAmerica Securities. Outside of his advisory role, Wilson serves as a board member and trustee for a local church and is involved in several related business activities including founding a firm focused on insurance and benefits. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base ranging from individuals to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using a variety of portfolio management and investment strategies.

Jeffrey Karp is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he operates Karp Financial Strategies, Inc., and sells fixed annuities and various types of non-variable insurance products including long-term care, term life, disability, and universal life insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management along with research and model portfolios.

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 for 18 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Zachary Payne is a financial advisor at Osaic with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at LPL Financial and Woodbury Financial Services, and he has operated Payne Financial Consultants since 2009. In addition to advising, he owns an insurance agency focusing on fixed annuities. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs technology-driven portfolio construction and supports various advisory platforms and legacy programs.

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 in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2019 and previously at Kestra Financial Services from 2016 to 2019. In addition to his advisory role, Anderson has taught courses online at Hillsborough Community College since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party resources to support diversified investment strategies.

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 15 years of industry experience. She holds a 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 as a server at D'Laney's Sports Bar and a guest services clerk at Holiday Inn Express in Statesville, NC. 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 financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and investment research.