David Best is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities, Inc. from 2000 to 2002. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Stephen Price is a ChFC® and Series 66-registered financial advisor with Edward Jones, located in Shelby, NC. He has 19 years of industry experience, all with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with tax-efficient services under a fiduciary standard.

Michael Roman is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Roman is actively involved in the Society of Human Resources Management in Gastonia, NC, where he serves as the upcoming Vice President, assisting in coordinating meetings and securing speakers on workplace human resource issues. 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Samuel Gault is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Elefante Corp and Family Home Buyers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wade Hartman is a CFP® with 10 years of industry experience currently with Mass Mutual Investors Services. He has previously worked at The Vanguard Group, Inc. and MassMutual Life Insurance Company. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative financial planning engagements without investment discretion, along with event-driven planning programs such as divorce planning and estate settlement.

Jacob Miller is a financial advisor with J.P. Morgan Securities in Gastonia, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan, he worked at Walgreens and Rockin Jump. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jack Buchanan Jr. is a Series 66-licensed financial advisor with Edward Jones in Kings Mountain, NC, where he has worked since 2007, accumulating 18 years of industry experience. Outside of his advisory role, he serves as a supply minister, speaking at local churches when needed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Barbara Mull is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She worked at Edward Jones from 2001 to 2017 before joining Cambridge Investment Research Advisors. Mull serves on the finance committee and board of the First Baptist Church of Bostic. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing both proprietary models and third-party strategies.

Lopez Davis is a financial advisor with LPL Financial holding CFP® and multiple securities licenses, bringing 36 years of industry experience. Prior to joining LPL in 2025, Davis worked at CUSO Financial Services, Truliant Federal Credit Union, CUNA Brokerage Services, and other firms. Davis also maintains a role with Truliant Federal Credit Union. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.

Jennifer Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her career includes roles at Traverse Partners, Greerwalker Wealth LLC, and multiple positions within Thrivent-affiliated firms. Outside of her advisory work, she serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning that covers a wide range of financial topics, providing clients the option to combine planning with managed-account services under a consolidated billing system.