Brennan Settle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held positions at Fidelity Investments since 2022. Outside of finance, he has experience working with the Boys and Girls Club of America and has been involved in hospitality and recreation businesses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Joshua Fulbright is a financial advisor at Thrivent Investment Management in Claremont, North Carolina. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Iconic Roofing and Chipotle Mexican Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated option called WealthPlan.

Jesse Burns is a Financial Consultant currently working at Fidelity, a position he has held since 2026. He has accumulated extensive experience in financial advisory and investment management roles, including previous positions as an Investment Management Consultant I, II, and III at Fidelity Investments from 2021 to 2026. Prior to that, Jesse worked as a Financial Advisor at PNC from 2019 to 2021 and as a Private Client Banker at Chase from 2017 to 2019. He began his career in the financial services industry as a Retirement Service Representative at Charles Schwab from 2016 to 2017. Jesse's approach to financial planning emphasizes tailoring strategies to meet individual client needs and fostering understanding and comfort throughout the process. Outside of his professional work, he enjoys boating, camping, football, golf, and traveling.

Brent Bowman is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Osaic and has previously worked with LPL Financial, Woodbury Financial Services, and Valic Financial Advisors. Bowman also holds a license as a non-variable insurance agent, selling fixed annuities. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and a complex affiliate network.

William Dixon is a ChFC® with 32 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to Edward Jones, he worked at Advisors Financial Group and ProEquities. 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, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

Samuel Reavis is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with individuals and families to develop personalized financial plans and strategies tailored to their unique goals. His work encompasses a broad range of services including retirement planning, education funding, wealth preservation, tax-efficient investing, and philanthropic planning. Sam emphasizes building long-term relationships and understanding each client's comprehensive financial situation to provide ongoing, adaptable advice. He holds a Bachelor's Degree from the University of South Carolina and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His client focus includes corporate executive services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and tax minimization. Outside of his professional role, Samuel enjoys basketball, cooking, football, golfing, reading, watching movies, and spending time with his family. He brings a philosophy centered on understanding client priorities and creating personalized plans that align with what matters most to them.

Peter Nelson is a financial advisor with OSAIC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Spectrum Financial Inc. and Securities America Advisors. Outside of finance, Nelson serves as a board member and marketing committee chairperson for Exodus Homes, a nonprofit organization focused on helping individuals reintegrate into society after rehabilitation or incarceration. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

Elizabeth Dailey is a financial advisor at Edward Jones in Statesville, NC, with seven years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate entities, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Terry Eskind is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Raymond James Financial Services, Wells Fargo Clearing, and Wachovia Securities. Outside of his advisory work, he is president of Eskind Group LLC, a company involved in managing rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of investment strategies and advisory services through a large network of financial advisors and branch offices nationwide.

Dorthy Hilt is a financial advisor at Edward Jones in Statesville, NC, holding a Series 66 designation. She has one year of experience at Edward Jones and previously worked for eleven years at United Federal Credit Union. 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. The firm manages approximately $1.01 trillion in assets, supported by a large network of financial advisors and branch offices nationwide.

Brian Sohovich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Since 2000, he has been with Edward Jones in Statesville, NC. Outside of his advisory role, he serves as Vice President of Special Events for a Chamber of Commerce venture and is a board member of the Statesville Racquet Club, involved in facility management and programming decisions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branches.

James Shoobridge is a financial advisor with Edward Jones in Statesville, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for three years at Allen Tate Realtors. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Tan is a financial advisor with LPL Financial based in Statesville, NC. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Gradient Securities, LLC for ten years and has been involved with Tkachyk Finance & Insurance Services, Inc. since 2011. Outside of his advisory work, Tan is a business owner of Bluesky Distillery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Debra Schneider is a CFP® with 27 years of industry experience, currently advising at Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and is based in Troutman, North Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Brauns is a financial advisor at Edward Jones in Taylorsville, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Blue Ridge Molding and Scott Insurance. Outside of his advisory role, he serves as a managing member of AME Design, LLC, a real estate entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Garrett Bailey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.