Margaret Suite Arnold is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 14 years. In addition to her advisory role, she owns Victory Wealth Management, which provides tax preparation and related services. OSAIC serves a diverse client base including individual and institutional investors, offering brokerage and advisory services with a comprehensive investment approach that incorporates asset-allocation tools, risk assessment, and access to multiple third-party managers and platforms.

Cathy Foster is a CFP® with 24 years of industry experience currently affiliated with OSAIC. She has held roles at Victory Wealth Management Inc. since 2009 and FSC Securities Corporation between 2020 and 2023. In addition to her advisory work, Foster acts as an insurance agent providing term, non-variable, and Medicare Supplement insurance quotes and serves as a notary public. OSAIC serves a diverse client base including retail and institutional investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to various managed account solutions with a focus on portfolio construction using asset-allocation tools and automated rebalancing.

Beverly Granberry is a financial advisor at LPL Financial with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at LPL Financial since 2017. Beverly is also a Notary Public for North Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Wendy Weant is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at Signator Investors, Inc. and has been associated with Insight Financial Partners, LLC since 2005. Outside of her advisory work, she has been a self-employed musician and performer since 1981, occasionally performing at weddings, funerals, and special events. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing a variety of tools and third-party platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gina Burnett is a financial advisor at Thrivent Investment Management with 22 years of industry experience. She has been with Thrivent and its affiliated firm since 2002 and holds Series 63 and Series 65 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning across various topics, allowing clients to combine planning with managed-account services while maintaining separation between these offerings.

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.

Robert Aiken is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 33 years of industry experience. He has prior experience at Raymond James Financial Services and operates Arco Capital Partners, which he founded and manages. He is also involved with REA Systems, an LLC he owns for accounting purposes, and acts as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

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.

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.

Zachary Riggan is a financial advisor with Fisher Investments, holding Series 63 and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Brighthouse Securities, LLC and METLIFE. Fisher Investments serves a global range of institutional and private clients, managing discretionary portfolios across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research within a centralized investment process and offers tax-aware strategies and risk management techniques.

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.

Eric Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Brady serves as a board member of the Union Fire Department, a volunteer organization providing fire and medical services to the community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses across various financial topics. The firm enables clients to combine planning with managed-account programs under consolidated billing while maintaining separate planning and portfolio management services.

Kurt Culbert is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. Prior to his advisory role, he worked five years at NASCAR, Inc. Outside of finance, he serves as President of the NC Skeet Shooters Association and owns a small farming operation called Queen of the Grove. 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 corporations. The firm specializes in tailored, non-discretionary planning and employs analytical tools to support client goals while offering advisory programs and institutional consulting.

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.

Kerry Ernst is a financial advisor at Edward Jones in Salisbury, NC, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2019, she worked at the Disney Store and has experience in early childhood education through her role at Ramah Presbyterian Preschool. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.

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.

Brad Brady is a financial advisor with Thrivent Investment Management in Salisbury, NC, holding Series 63 and Series 66 designations and over 22 years of industry experience. He has been with Thrivent and its affiliated entities since 2005. Outside of his advisory role, Brady serves on the board of the Rowan Medical Foundation, which supports community involvement and fundraising for Novant Medical Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and a consolidated billing option called “WealthPlan” that integrates planning with managed accounts while keeping the services distinct.

James Menis is a financial advisor at Mass Mutual Investors Services with over 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities from 2005 to 2017. Outside of his advisory role, Menis is involved in insurance sales and office management at Garry Goble Insurance, and he serves as a pastor at Bethany Baptist Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships that focus on goal analysis and written recommendations.

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.