Lexter Fennell is a financial advisor with Edward Jones in Concord, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jerry Merrill is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group, Morgan Stanley Smith Barney LLC, and Merrill Edge/Bank of America. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Michael Marasco is a financial advisor at J.P. Morgan Securities LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan in various roles since 2019. His background also includes experience at Dillard's, General Atomics, Hickories Smokehouse, Cannon Constructors, and the Poway Unified School District. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jesse Riley is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 65 credentials. He has one year of industry experience and has been with Wells Fargo Bank and its affiliates since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Patrick Foley is a CFP® with 33 years of industry experience and has been with Edward Jones since 2012. He is based in New London, NC. Outside of his advisory role, he is a managing member of a real estate holding company. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Natasha Rufino Da Silva is a Financial Advisor with Merrill Lynch Wealth Management, serving the Suburban Philadelphia market. She is recognized as Merrill’s only African American advisor in the region and collaborates with an award-winning team that includes partners with over 40 years of experience. Drawing upon her athletic background, Natasha applies a disciplined and focused approach to her work with high net worth families and individuals. Her expertise spans advising medical professionals, athletes, business owners, and affluent families on various aspects of financial life, including wealth growth and preservation, retirement planning, managing new wealth, and tax minimization. Natasha emphasizes personalized strategies tailored to each client’s unique financial goals and has a commitment to educating her community on financial literacy, especially empowering Philadelphia’s youth. Natasha holds a Bachelor’s degree from Saint Joseph’s University and completed an Accredited Certificate Program at Temple University. She carries several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She is involved with community organizations such as Big Brothers Big Sisters of America and Tri State Black Men in Medicine. Fluent in English and Yoruba, Natasha focuses on clear communication to help clients understand financial strategies and market conditions.

David Torres is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at E*TRADE Securities LLC and TIAA-CREF. Outside of his advisory work, he owns an e-commerce business, GroovyCoconut, Inc. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling as part of its advisory process.

Stephen Abercrombie is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at The Vanguard Group, Inc. for 17 years. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

Hannah Lee is a financial advisor at Merrill in Concord, NC, holding a Series 66 designation with five years of industry experience. She previously worked at Wells Fargo & Co. for 14 years before joining Merrill Lynch, Pierce, Fenner & Smith Incorporated, where she has been since 2019. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Weltz is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Fidelity Brokerage Services. Fidelity’s Strategic Advisers LLC, where Weltz is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with a focus on systematic methodologies and long-term asset allocation.

Andrew Ricciarelli is a financial advisor with Edward Jones in Mt Pleasant, NC. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his current role, he worked at American Cedar & Millwork and Pella Carolina Inc. 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, including managed solutions and separately managed accounts, and manages approximately $1.01 trillion in assets across a nationwide network of over 23,000 advisors.

Margaret Suite Arnold is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 14 years. In addition to her advisory role, she owns Victory Wealth Management, which provides tax preparation and related services. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services with a comprehensive investment approach that incorporates asset-allocation tools, risk assessment, and access to multiple third-party managers and platforms.

Cathy Foster is a CFP® with 24 years of industry experience currently affiliated with OSAIC. She has held roles at Victory Wealth Management Inc. since 2009 and FSC Securities Corporation between 2020 and 2023. In addition to her advisory work, Foster acts as an insurance agent providing term, non-variable, and Medicare Supplement insurance quotes and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions with a focus on portfolio construction using asset-allocation tools and automated rebalancing.

Mark Metzger is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He previously worked at VOYA Financial Advisors and Cetera Advisor Networks LLC. Metzger serves as a board member of the Executives Association of Charlotte. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and employs a range of portfolio management strategies across multiple platforms.

Reginald Hunnicutt Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked with Cetera and its affiliated entities since 2013, with prior roles at Wealth Enhancement Group and LPL Financial. Outside of his advisory work, he serves as an elder and committee chairman for the Rocky River Presbyterian Church in Concord, NC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary account structures.

Nathan Miller is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Edward Jones and Western & Southern Brokerage Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Curtis Hurren is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TIAA and TIAA-CREF. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis in constructing model portfolios. The firm is noted for its use of algorithmic methods, AI-driven research, and its advisory role to multiple registered investment companies.

Jonee Powell is a financial advisor at Fidelity with 14 years of industry experience. Her prior roles include positions at Independent Financial Group and First Allied Securities. Outside of her advisory work, she also works as an independent contractor driving for Uber in Kannapolis, NC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while managing conflicts of interest.

Chelsea Carpenter is a financial advisor with Cambridge Investment Research Advisors and holds a Series 65 designation. She has been working in the industry since 2025, including roles at Cambridge Investment Research, Inc. and her own business, Equipped to Prosper, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Loretta Gifford is a financial advisor with Edward Jones in Concord, NC, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Gifford is listed as a part-time adjunct instructor in the medical billing and coding department at Rowan Cabarrus Community College, though she is not currently teaching. 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 investment and advisory services supported by a large network of financial advisors and branch offices nationwide.