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 with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior experience includes roles with Cambridge Investment Research, Inc., OneAmerica Securities, American United Life, W&S Brokerage Services, and Western Southern Life. He is a board member of the Cabarrus Area Crime Stoppers. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of Financial Professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

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.

Jason Holt is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Linsco Private Ledger Corp since 2001. Outside of his advisory role, he is also an independent insurance agent specializing in fixed insurance products. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with technology and a broad suite of financial products.

Stephen Smith is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2001. Outside of his financial advisory role, Smith serves as an umpire for local recreational baseball leagues. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

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.

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.

Cameron Hunt is a financial advisor at J.P. Morgan Securities in Concord, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Wells Fargo and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a mix of quantitative and qualitative research.

Diana Decuir is a financial advisor with Merrill in Concord, NC, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill Lynch since 2022, with an additional sixteen years at Bank of America prior to that. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Richardson III is a CFP® professional affiliated with Edward Jones, where he has worked since 2000, accumulating 25 years of industry experience. Based in Kannapolis, NC, he holds Series 63 and Series 66 licenses. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Daniel Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has worked since 2022. In this role, he helps clients understand complex strategies, financial topics, and tools to support their financial goals. His professional experience includes positions as a Financial Advisor at The Vanguard Group from 2020 to 2021, a Client Relationship Consultant at TIAA from 2018 to 2020, a Senior Financial Consultant at TIAA from 2016 to 2018, and a High Net Worth Investment Consultant at The Vanguard Group from 2008 to 2016.

Braden Radcliff is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Janney Montgomery Scott LLC and Wells Fargo Clearing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Rose is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 29 years of industry experience. His prior firms include Wells Fargo Clearing Services and Citigroup Global Markets. Outside of advisory services, he is involved in a ticket reselling business in Charlotte, NC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives using a range of strategic and tactical investment options.

Marshall Ward is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with JFL Enterprises Inc d/b/a Failure Free Reading from 2011 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Ronald Smith is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1978. Outside of his advisory role, he owns and manages a commercial financial services rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated services.