Katie Riegel is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC. She holds Series 65 and Series 63 credentials and has eight years of industry experience. She is also involved in her community as the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various investment solutions, including proprietary models and access to third-party strategists, with flexible custody and platform options tailored to client objectives.

Jillian North is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Arizona State University and was involved with the Valley of the Sun Jewish Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steve Englebert Jr. is a financial advisor specializing in trust and wealth management. With over 23 years of experience as a trust officer, he offers clients a perspective on preserving, insulating, and passing along wealth in a tax-efficient manner. His client base includes business owners, younger couples accumulating wealth, individuals nearing retirement, and retirees across the United States. Steve focuses on helping clients clarify their financial goals by discussing short- and long-term plans, family responsibilities, alignment with other advisors such as CPAs and attorneys, legacy considerations including wills and trusts, and assessing assets and liabilities to minimize debt and enhance cash flow. His approach aims to support clients in making informed decisions that reflect their values and visions for the future. He holds a Bachelor's degree from Campbell University in Trust & Wealth Management and holds the Certified Trust and Fiduciary Advisor (CTFA) and Personal Investment Advisor (PIA) designations. Steve is active in his community through volunteering with organizations such as the Boys & Girls Club of the Piedmont, United Way of Iredell County, and the Iredell Council on Aging, and is a member of Rotary Club of Statesville. He enjoys spending time with his wife Katherine and their three daughters, engaging in activities such as hiking and camping.

Ryan Mulligan is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and Barings LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver personalized recommendations.

Bryan Stanfill is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. Prior to joining OSAIC in 2024, he worked at Triad Advisors, Inc. for 22 years. Stanfill is also president of Financial Strategies of Lake Norman Inc., a family-owned financial services firm focused on retirement and estate planning, asset protection, and tax planning. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of advisory services and employs various portfolio construction tools and third-party platforms to support client investment needs.

Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His background includes over two decades at Bank of America and Merrill, and he has engaged as an author and lecturer since 2021. He also holds a current affiliation with Costco. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved tools and provides a range of event-driven planning programs.

Colby Bolick is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 16 years of industry experience. He has been with Thrivent and its affiliated entities since 2009 and has operated Bolick Management since 1999. Outside of his advisory role, Bolick is involved in his family’s private restaurant chain, the Boxcar Grille in North Carolina, where he contributes to quality control and financial consultations on weekends. He also serves as Vice President on the Board of Trustees for Catawba Valley Health System and is a council member of Bethlehem United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers planning as a standalone service or combined with managed-account programs through a consolidated billing option called “WealthPlan.”

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.

Steven Harder is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and United Federal Credit Union, having also worked at firms including The Vanguard Group, Wells Fargo Clearing Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.

Brennan Settle is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has held positions at Fidelity Investments since 2022. Outside of finance, he has experience working with the Boys and Girls Club of America and has been involved in hospitality and recreation businesses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified model portfolios.

Phillip Contacos is a financial advisor with Wells Fargo Advisors in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC prior to his current role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo's research and planning tools to develop tailored recommendations.

Nicolas Gilliam is a financial advisor with Ameriprise in Mooresville, NC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with Ameriprise and its related entities since 2006. Outside of his advisory work, he is involved in managing practice operations as COO of Brightstead Management LLC and pursues art as an artist with Creative Dimensions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes detailed written recommendations and annual reviews focused on income reliability and tax-aware withdrawal strategies, supported by proprietary research and third-party data.

Jesse Burns is a Financial Consultant currently working at Fidelity, a position he has held since 2026. He has accumulated extensive experience in financial advisory and investment management roles, including previous positions as an Investment Management Consultant I, II, and III at Fidelity Investments from 2021 to 2026. Prior to that, Jesse worked as a Financial Advisor at PNC from 2019 to 2021 and as a Private Client Banker at Chase from 2017 to 2019. He began his career in the financial services industry as a Retirement Service Representative at Charles Schwab from 2016 to 2017. Jesse's approach to financial planning emphasizes tailoring strategies to meet individual client needs and fostering understanding and comfort throughout the process. Outside of his professional work, he enjoys boating, camping, football, golf, and traveling.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

De Wayne Venzen is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves in the U.S. Army Reserve and is also involved in music. 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 national network of financial advisors and branch offices.

Brent Bowman is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation alongside Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, he worked five years at LPL Financial and ten years at Woodbury Financial Services. Bowman also sells fixed annuities as part of his other business activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that may include various asset classes, with options for discretionary or non-discretionary management.

Michael Klenck is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Retirement Income Advisors, Inc. He also operates REH Wealth, a financial services business, and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform supporting various investment strategies and program structures.

Vachel Pennebaker is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and Florida Financial Advisors, along with several positions outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Ryan Hillary is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Raymond James in 2020, he worked at FS2 Investment Solutions, LLC for four years. He also serves as CEO of RTH Wealth Management LLC, a financial advisory support business. 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 investors. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, with unique offerings in municipal advisory and SIMPLE IRA employer consulting services.