Johnathan Lowery is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Wealth Financial Planners since 2007. Outside of his advisory role, Lowery is an insurance agent offering a range of products including accident, disability, long-term care, and life insurance. OSAIC serves a diverse client base comprising retail and institutional investors, providing a variety of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Josh Haggard is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a range of investment strategies and leverages technology for operational and research support.

Brentley Jenkins is a financial advisor with Edward Jones in Cherryville, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and operates Rockin J Farms LLC, a cattle-raising farm in Maiden, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Mc Alister is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge and other investment firms since 2017. Outside of his advisory role, he owns and operates small business ventures including an eBay sales enterprise and a business entity called Catapult Industries. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Amelia Harmon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at several firms including Investacorp Advisory Services, PNC Investments, and Stratos Wealth Partners. Harmon is also associated with South State Bank. 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.

Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

David Renko is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, Citigroup Global Markets, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments and rental property management as a part owner. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to affiliated and third-party managers.

Norman Perkins is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked for Alliance Coal, LLC for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Cambridge in 2023, he worked at Lincoln Financial Securities and Osaic FS, Inc. He is also an independent insurance agent through his own firm, Fletcher Capital LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.

Joshua White is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Raymond James and affiliated firms since 2016 and previously worked at Cornerstone Wealth and Securities America Advisors, Inc. 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 institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Donald Hartsoe is a financial advisor with Edward Jones in Belmont, NC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hartsoe serves as an elder at Clover Presbyterian Church in Clover, SC, and is a partner in a family farm operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Sandi Mc Carter is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2022. She has three years of industry experience, including roles at Procar and as a self-employed professional. Mc Carter serves as a board member for both the Stowe Point Homeowners Association and the Rotary Club of Gastonia. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers comprehensive advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Grace Cassada is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she was involved in event planning with Monarch Event Planning and worked at Aqua Wave Express Car Wash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Brockington is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 operates a nationwide network of more than 23,700 financial advisors. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jacob Tweet is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. He has previously worked with Northwestern Mutual and its affiliated entities. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Taylor Flanagan is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Charles Beatty, in addition to prior experience outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive goal-based planning across various financial topics without discretionary portfolio management.

Eric Williford is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and over 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, he serves as president and treasurer of Williford Financial Services, a financial advisory business that also offers fixed insurance products including life, long-term care, and annuities. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and planning services through multiple program structures and third-party manager options, with over $256 billion in assets under management.

Jonathan Rhodes is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent six years at SunTrust Bank. Jonathan holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Cherry Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He has served as president of the Rotary Club of Gastonia and holds board positions with the United Way of Gaston County, Living Hope Church, and the Boys and Girls Club of Greater Gaston. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Joshua Peters is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Flexential and Time Warner Cable. He is based in Gastonia, NC. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.