William Bracken is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including over 10 years with Cambridge and more than 30 years as owner of Bracken Financial, where he also operates as an independent insurance agent selling fixed annuity and long-term care products. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals.

Amanda York is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at multiple Cetera entities since 2025 and previously held roles at U.S. Bank, Merrill, Northwestern Mutual Investment Services, and State Farm. Outside of finance, she works part-time as a server at a restaurant. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, with access to affiliated and third-party managers.

Barbara Witteborn is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Yadkin Wealth, Securities America, Inc., First National Bank of PA, and Cetera Investment Services LLC. She is also involved in fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform with discretionary and non-discretionary options.

Scarlett Chapman is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in working with business owners, executives, families, and individuals to manage complex financial needs and help clients reach their financial goals. Her expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as individual and corporate investment strategy, tax minimization, and retirement income. Ms. Chapman holds a Bachelor's Degree from the University of Mississippi and is a Personal Investment Advisor (PIA). She is committed to understanding her clients' investment objectives and aims to provide accessible and knowledgeable financial advice. Outside of her professional role, Scarlett is involved in her community as a member of the Rotary Club of Greater Statesville and serves as Volunteerism Chairwoman for Merrill Lynch Charlotte Women's Exchange. In her personal time, Scarlett enjoys cooking, gardening, golfing, horseback riding, interior decorating, music, reading, singing, spending time with her family, and watching movies.

Lewis Daye II is a financial advisor at Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior experience includes ten years with Wells Fargo Clearing. Outside of his advisory role, he is a residential rental property owner in North Carolina and West Virginia. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients.

Kaylynne Willis is a financial advisor at OSAIC with six years of industry experience and a Series 66 designation. Her work history includes roles at Foster Financial Group, Hornor, Townsend & Kent, and Valic Financial Advisors. Outside of her advisory work, she serves on the board of a non-profit organization called Unique World Gifts, participates as a board member for the Summit Foundation, and applies equine therapy through her involvement with Equine Muscle Works. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, supporting a range of discretionary and third-party managed strategies.

William Andrews is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in operating an Asian restaurant in Mooresville, where he handles food orders, serving, and hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Katherine Waters is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been associated with Raymond James and its affiliated entities since 2015. Outside of advising, she is co-owner of Innergized Eats, a local vending machine business operating in Statesville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has unique capabilities in municipal and public finance as well as specialized SIMPLE IRA consulting programs.

Russell Winthrop serves as an Associate Resident Director at Merrill, where he focuses on connecting clients with the people, plans, and processes that align with their individual financial objectives. In his role, he supports clients in addressing a variety of personal goals, including education funding, retirement planning, and managing potential health care costs. Russell holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from the University of North Carolina System. He emphasizes simplicity and transparency in wealth planning to help clients navigate investment complexities and work toward their long-term family goals.

Deneen Wells serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at addressing their unique goals and adapting to changing market conditions. Her approach centers on gaining a comprehensive understanding of each client's full financial picture to provide tailored wealth management solutions. Deneen's expertise spans personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both a Bachelor's and a Master's Degree from Appalachian State University. In addition to her professional work, Deneen participates actively in community organizations such as Circle of Giving, North Iredell Raiders Capital Improvements Club, Performing Arts Live Iredell, Statesville Woman's Club, and Trinity Fire and Rescue. Her personal interests include cooking, football, hiking, reading, soccer, spending time with family, and traveling.

Tim Bryson is a financial advisor at Edward Jones in Claremont, NC, holding ChFC® and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Richard Rand III is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, Rand is involved with a small real estate investment company incorporated with his wife, although it has not conducted business to date. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes proprietary capital market assumptions and research to tailor portfolios to clients’ goals and risk tolerances.

John Fitch III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior firms include PNC Investments and NYLife Securities, where he worked before joining LPL Financial in 2018. 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 advisory and brokerage services through a large network of investment adviser representatives, providing a range of solutions including financial planning, model portfolio programs, and institutional platforms.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with multiple firms, including Signature Wealth Group and Stonestreet Wealth Management. Outside of his advisory work, he is a partner at Signature Wealth Group and serves as CEO of 4 Life Investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 designations and eight years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and is also involved as an independent insurance agent and the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals and multi-platform account implementation.

Jillian North is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Arizona State University and was involved with the Valley of the Sun Jewish Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steve Englebert Jr. is a financial advisor specializing in trust and wealth management. With over 23 years of experience as a trust officer, he offers clients a perspective on preserving, insulating, and passing along wealth in a tax-efficient manner. His client base includes business owners, younger couples accumulating wealth, individuals nearing retirement, and retirees across the United States. Steve focuses on helping clients clarify their financial goals by discussing short- and long-term plans, family responsibilities, alignment with other advisors such as CPAs and attorneys, legacy considerations including wills and trusts, and assessing assets and liabilities to minimize debt and enhance cash flow. His approach aims to support clients in making informed decisions that reflect their values and visions for the future. He holds a Bachelor's degree from Campbell University in Trust & Wealth Management and holds the Certified Trust and Fiduciary Advisor (CTFA) and Personal Investment Advisor (PIA) designations. Steve is active in his community through volunteering with organizations such as the Boys & Girls Club of the Piedmont, United Way of Iredell County, and the Iredell Council on Aging, and is a member of Rotary Club of Statesville. He enjoys spending time with his wife Katherine and their three daughters, engaging in activities such as hiking and camping.

Bryan Stanfill is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and is licensed with Series 63, 65, and 66. Prior to joining OSAIC in 2024, he spent 22 years at Triad Advisors, Inc. He is president of Financial Strategies of Lake Norman Inc., a family business focused on retirement and estate planning, asset protection, and tax planning. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance and rebalancing tools.

Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 credentials and bringing 24 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill as well as work as a self-employed author and lecturer. He is also currently affiliated with Costco. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”