Christopher Horton is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2025, he worked at Edward Jones for eight years and spent a year with Learfield/NC State Wolfpack Sports. Horton is also the CEO of Horton Wealth, an independent financial advisory business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a wide network of advisors, with specialized capabilities in municipal finance and employer retirement plan consulting.

Todd Petersen is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at GWN Securities, Ameritas Investment Corp., and Capital Choice firms, as well as 12 years at Carmax. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Ryan Likowski is a financial advisor at Fidelity with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm combines fundamental research with quantitative and algorithmic methods to construct model portfolios, and it serves a variety of clients through discretionary and non-discretionary advisory services.

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 at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at American Cedar & Millwork and Pella Carolina Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Margaret Suite Arnold is a financial advisor at OSAIC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation for 14 years. In addition to her advisory role, Arnold has owned and operated Victory Wealth Management, providing tax preparation and insurance services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services with a multi-platform approach, utilizing various asset allocation tools and third-party solutions to manage discretionary and non-discretionary accounts.

John Honeycutt is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Passport Labs, Inc. and SPX Flow. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Mark Metzger is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior experience includes positions at VOYA Financial Advisors and Cetera Advisor Networks LLC. Outside of his advisory role, he serves as a board member of the Executives Association of Charlotte. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, providing customized strategies across various custody platforms and a mix of proprietary and third-party model solutions.

Christopher Zino is a financial advisor with Edward Jones in Indian Trail, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

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.

Helida Bulding is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 13-year tenure at HSBC Bank USA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

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.

Andrew Wood Jr. is a CFP® professional with 39 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Capital Guardian Wealth Management, and Mutual Service Corporation. Outside of advising, he maintains a role in non-variable insurance. 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, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Stephanie Bailey is a financial advisor with LPL Financial holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL in 2025, she worked at Next Financial Group Inc for 19 years and FFP Advisory Services Inc for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, including third-party asset management and institutional platforms.

John Jacobsen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen operates @NFLscout on Instagram, where he posts football scouting and fantasy football content, and serves as a director of player evaluation, providing scouting reports and recruiting advice. 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. The firm offers a range of advisory programs, managed account strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Charles Kincaid is a Series 66 licensed financial advisor with Edward Jones, based in Harrisburg, NC, and has three years of experience in the industry. Prior to joining Edward Jones in 2023, he spent 14 years with the Federal Bureau of Investigation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gary Chmielewski is a financial advisor at Edward Jones with 29 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Raymond James Financial Services Advisors, Gulf Coast Advisory Group, Raymond James & Associates, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, wrap fee strategies, and affiliated mutual funds, operating under a fiduciary standard.