Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

William Gary is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held long-term roles at Nationwide Insurance Companies and Nationwide Advisory Services. Gary is also an independent insurance agent through Holdenrid Insurance Group and owns a business entity, William K Gary & Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Garrett Sharp is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Wells Fargo, he worked at Edward Jones for 12 years. Outside of his advisory role, he is the president of TJRH Capital Group LLC, a commercial rental property business in Shelby, NC. 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 manages roughly $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Christopher Knox is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at Securities America Advisors and Advisor Group, Inc. Outside of his advisory work, he serves as a senior advisor consultant at Highland Capital Brokerage, where he recruits financial professionals and advises on fixed annuity insurance products. Osaic Wealth serves a diverse client base, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managed accounts and alternative investments.

Johnathan Lowery is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation. Lowery also operates Lowery Financial Group, where he offers various insurance products including accident, disability, and long-term care insurance. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Thomas Mcnichol is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. from 1989 to 2017. He also operates McNichol Insurance Consulting Services, providing fee-based insurance consulting, and is involved in insurance sales and life settlements activities. MassMutual Investors Services, LLC 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, using firm-approved software tools to analyze client goals and deliver written recommendations.

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.

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 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Raymond James Financial Services, Morgan Stanley, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments as a part owner in rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management options, financial planning, and access to various third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Securities from 2008 to 2023. Outside of advising, Fletcher operates as an independent insurance agent through Fletcher Capital LLC. Cambridge Investment Research Advisors serves 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 professionals, utilizing a range of portfolio management strategies and platform arrangements.

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.