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 affiliated with LPL Financial, with 39 years of experience in the financial services industry. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for a decade before joining LPL Financial in 2023. His other business activities include non-variable insurance services. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

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.

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.

Stephanie Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Next Financial Group Inc for 19 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Gary Chmielewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Gulf Coast Advisory Group from 2010 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment options, supported by a network of approximately 23,701 financial advisors across the United States.

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 21 years of industry experience. His prior work includes 15 years at TIAA-CREF and roles at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

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 at Cambridge Investment Research Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Fidelity Charitable and Wells Fargo Clearing Services. Outside of advising, he is involved as an owner and partner in Action Auto Group LLC, a business based in Oakboro, North Carolina. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing various platform arrangements and a mix of proprietary and third-party strategies.

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.

Jennifer Astles is a financial advisor with Raymond James Financial in Concord, NC, holding Series 63 and Series 66 designations. She has 20 years of industry experience, including 13 years at Wells Fargo Advisors and over six years with Raymond James and Pinnacle Bank/Pinnacle Financial Partners. Astles also works as an associate at Pinnacle Asset Management, supporting financial advisors and client services. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs in municipal and public finance as well as employer retirement plans.

Mark Thomas is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, OneAmerica Securities, and W&S Brokerage Services. Thomas serves as a board member for Cabarrus Area Crime Stoppers and is a commissioned notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 professionals, utilizing both proprietary and third-party strategies across various platform arrangements.

Stefanie Moxham is a financial advisor at Ameriprise with one year of industry experience. She previously worked at Oriental Bank and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing, tax-aware advice for clients approaching or in retirement.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Madison Frye is a Series 66 licensed financial advisor with four years of industry experience. She has worked at LPL Financial since 2026 and previously held roles at First Citizens Investor Services, Truist Investment Services, Truist Bank, and SunTrust. Outside of her advisory work, Madison owns a sole proprietorship intended for future online craft sales via Etsy.com, although it is not currently active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, along with multiple management options and advanced portfolio solutions.

Jason Holt is a financial advisor with LPL Financial in Kannapolis, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Linsco Private Ledger Corp for 25 years. His outside activities include serving as an independent insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services with discretion over a broad range of investment strategies and access to extensive research and technology.

Stephen Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 15 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Outside of his advisory work, he serves as an umpire in local recreational sports leagues. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers a wide range of brokerage and advisory solutions.