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, currently with LPL Financial. She previously worked at First Citizens Investor Services, Truist Investment Services, Truist Bank, and SunTrust. Outside of her advisory role, she has registered a sole proprietorship intended for online craft sales on Etsy.com, though it is not yet active. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

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.

Patrick Dunston is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is based in New London, NC. Outside of his advisory role, he is a member of Mallard Pig LLC, an entity intended to potentially hold real estate property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Stephen Repak Jr. is a CFP® professional at LPL Financial with 27 years of industry experience. His prior roles include positions at Sagepoint Financial, OSAIC, and Aegis Capital. He is also an author through Repak Enterprises, a non-investment related business he operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by advanced research and operational tools.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. 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 nationwide network of financial advisors and branch offices.

Shelden Flowers is a Series 66-credentialed financial advisor with three years of industry experience, currently with Edward Jones in Harrisburg, NC. His prior work includes roles at New York Life Securities and various positions in the automotive sector. Outside of financial advising, he is the founder and CEO of MagnaMat Magnetic Rug Locks, an Amazon-based product business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Daniel Richardson is a financial advisor at Thrivent Investment Management in Concord, NC. He holds a Series 66 designation and has professional experience at Lincoln Financial and Liberty Life Assurance prior to joining Thrivent. Richardson has been with Thrivent and its affiliated entities since 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics and combines planning with managed-account programs under a consolidated billing arrangement called “WealthPlan,” while maintaining separation between planning and portfolio management.

Keyton Elmore is a financial advisor at Edward Jones in Indian Trail, NC, with two years of industry experience. He holds a Series 66 designation and has held positions at Principal Securities Inc, Principal Life Insurance Company, and several other firms. Prior to his financial career, he spent six years at the University of Alabama and three years at Shoal Creek Country Club. 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 range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Harding is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He has been with Edward Jones since 2020 and previously worked at Otsuka America Pharmaceutical, Inc. from 2010 to 2019. 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 through a network of over 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mitchell Comport is a CFA® charterholder with one year of industry experience. He is currently with LPL Financial and previously worked at Dimensional Fund Advisors, The Huntington National Bank, and KeyBank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Djibril Diallo is a financial advisor at Wells Fargo Clearing with Series 63, Series 65, and Series 66 credentials. He has one year of industry experience. Prior to his current role, he held positions at Wells Fargo Bank, The UPS Store, NorthStone Masonry, and pursued studies at Lenoir-Rhyne University and Mineral Area College. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.