Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Richard Wood is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edwin Parra is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He previously worked at PNC Wealth Management and PNC Investments. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at Ameriprise and has had two separate tenures at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.

Michael Robbins is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Frederick Graves is a financial advisor with Merrill, holding Series 66 and Series 63 credentials and five years of industry experience. His prior work includes roles at Bank of America, Keller Mortgage, and Equitable Advisors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Advisors LLC since 2024 and previously spent nine years at Prospera Financial Services. Outside of his advisory role, he owns and manages a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Jason Brown is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work experience includes positions at Bank of America and Bankers Life, as well as over a decade at Walmart Stores Inc. Outside of his advisory role, he operates a boat rental business and serves as an executor for a family estate. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients. The firm offers managed accounts, discretionary portfolio management, and brokerage services, supported by a diverse range of investment strategies and deep integration with Bank of America affiliates.

Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Power Home Remodeling Group and has a background that includes roles at various firms and organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Paul Hurlburt is a financial advisor at LPL Financial with one year of industry experience. He previously worked at Wells Fargo Investment Institute for four years and Wells Fargo Wealth & Investment Management for four years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and multiple management strategies.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Paul Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. Prior to joining LPL Financial in 2021, he was managing member of DNP&P Group, LLC from 2019 to 2021 and worked for Waddell & Reed, Inc. as well as various insurance carriers from 2011 to 2021. His background includes roles in insurance sales and investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Mordenti is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Raymond James entities since 2009. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal and public finance advisory and employer SIMPLE IRA consulting.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Lenora Griffin is a financial advisor with LPL Financial in Matthews, NC, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with LPL Financial since 2007 and also works with LPL Enterprise LLC since 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies and providing access to research and model portfolios.