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 previously worked at FSC Securities Corporation for 14 years. In addition to her advisory work, she operates Victory Wealth Management, providing tax preparation and insurance services. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Cathy Foster is a financial advisor at OSAIC with 24 years of industry experience. She holds the CFP® designation and Securities Series 63 and 66 licenses. Foster has worked at multiple firms including FSC Securities Corporation and Victory Wealth Management Inc., where she has also been involved in insurance services and office management. She is a commissioned notary public. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessments and rebalancing tools.

Mark Metzger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Cambridge, he worked at Cetera Advisor Networks LLC and VOYA Financial Advisors. He serves as a board member of the Executives Association of Charlotte. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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 at Cambridge Investment Research Advisors with a Series 65 designation and one year of industry experience. Her prior work includes roles at Equipped to Prosper, LLC, Cambridge Investment Research, Inc., and Delta Defense. Outside of her advisory work, she has experience with family-related activities and education roles. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

Rita Bliven is a financial advisor with Edward Jones in Kannapolis, NC, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Edward Jones in 2020, she worked at First Citizens Investor Services and First Citizens Bank. She is also involved in self-publishing. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

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.

Mark Whitley is a financial advisor with Raymond James Financial in Concord, NC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pinnacle Financial Partners. Outside of his advisory work, he is involved with Pinnacle Asset Management, where he manages client assets through discretionary portfolios. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers a range of advisory programs and institutional consulting services.

Christopher Arcuri is a financial advisor with Morgan Stanley in Concord, NC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes 15 years at TIAA-CREF and five years at E*TRADE Securities and E*TRADE Capital Management before joining Morgan Stanley. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on structured financial planning supported by firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-linked financial planning services.

Michael Hanzlik is a CFP® professional with over 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advising role, he is a partner at Two Kings Investors LLC, a commercial real estate business in Concord, NC. 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 manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ethan Edwards is a financial advisor with Cambridge Investment Research Advisors based in Locust, NC. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked at firms including Wells Fargo Clearing Services and Fidelity Charitable. Outside of his advisory work, Edwards is involved as an owner and partner in Action Auto Group LLC, a business in Oakboro, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Max Miller is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, he is involved in managing rental property in Concord, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services, supported by a large network of financial advisors nationwide.

Leslie Cocking is a financial advisor with Raymond James & Associates in Midland, NC, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. Prior to joining Raymond James, Leslie worked at firms including PNC Investments, Truist Investment Services, and LPL Financial. Outside of advisory work, Leslie owns a jewelry reselling business on eBay and serves as an officer of The Green Side Inc., a company involved in industrial machinery. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and municipal entities, offering a range of financial planning and consulting services supported by extensive research and multiple portfolio management strategies.