Jesse Rankins Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 32 years. Outside of his advisory role, he is also engaged as an insurance agent offering disability, annuities, long-term care, traditional life, and group health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Nathaniel Humes is a financial advisor with Edward Jones in Gastonia, NC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. His prior positions include roles at The Vanguard Group Inc and LPL Financial, as well as a five-year period at Living Word Tabernacle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brooke Duncan is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to her advisory role, she serves as a consultant for ABT Tax Services, an accounting firm based in Shelby, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jay Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 22 years before joining Raymond James in 2024. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with an emphasis on tailored, non-discretionary consulting supported by extensive research and multiple portfolio management styles.

Christopher Rhyne is a Certified Financial Planner® with 24 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services and Mass Mutual Investors Services. He also sells and services insurance products through his own agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Sara Richard is a financial advisor with Edward Jones in Shelby, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including medical technologist positions at Kings Mountain Hospital and various health organizations from 2016 to 2024. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Christopher Pridnia is a CFP®-designated financial advisor with 38 years of industry experience, currently with Raymond James Financial in Gastonia, NC. He has been associated with Raymond James and its affiliates since 2004 and is also an owner of Bluestone Financial Advisors Inc. Outside of his advisory work, he has a 50% ownership stake in VP Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting a broad client base through an extensive network of advisors.

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.

Andrew Osborne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Osborne serves as treasurer on the advisory board of Crisis Assistance Ministry for Christians and Jews, where he reviews monthly financial statements. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

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.

Connor Pridnia is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Bluestone Financial Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he is associated with Bluestone Financial, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

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.