Elizabeth Goins is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TIAA and TIAA-CREF for over a decade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Brent Reynolds is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Verizon Wireless. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joseph Rhyne III is a CFP® professional with 32 years of experience, currently serving at MassMutual Investors Services since 1996. He has worked with MassMutual Life Insurance Company for 30 years. In addition to his advisory role, he owns an LLC that manages pass-through compensation. MassMutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers additional programs, including estate settlement and employer-sponsored planning.

Christopher Leazer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including over 17 years at Raymond James Financial Services Advisors and two years at Uvest Financial Services Group. Outside of advisory services, he is the president of CBL Financial Services, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor.

Jesse Rankins Jr. is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for 32 years. Outside of his advisory role, he is also engaged as an insurance agent offering disability, annuities, long-term care, traditional life, and group health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset-allocation tools and third-party solutions to manage portfolios across multiple investment types.

Nathaniel Humes is a financial advisor with Edward Jones in Gastonia, NC, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. His prior positions include roles at The Vanguard Group Inc and LPL Financial, as well as a five-year period at Living Word Tabernacle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Brooke Duncan is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. In addition to her advisory role, she serves as a consultant for ABT Tax Services, an accounting firm based in Shelby, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jay Smith is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 22 years before joining Raymond James in 2024. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services with an emphasis on tailored, non-discretionary consulting supported by extensive research and multiple portfolio management styles.

Christopher Rhyne is a Certified Financial Planner® with 24 years of industry experience. He is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services and Mass Mutual Investors Services. He also sells and services insurance products through his own agency. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.

Sara Richard is a financial advisor with Edward Jones in Shelby, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in healthcare roles including medical technologist positions at Kings Mountain Hospital and various health organizations from 2016 to 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

David Best is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities, Inc. from 2000 to 2002. Wells Fargo Advisors is a national securities firm that provides 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Stephen Price is a ChFC® and Series 66-registered financial advisor with Edward Jones, located in Shelby, NC. He has 19 years of industry experience, all with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies along with tax-efficient services under a fiduciary standard.

Michael Roman is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Roman is actively involved in the Society of Human Resources Management in Gastonia, NC, where he serves as the upcoming Vice President, assisting in coordinating meetings and securing speakers on workplace human resource issues. 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 strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Samuel Gault is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Elefante Corp and Family Home Buyers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wade Hartman is a CFP® with 10 years of industry experience currently with Mass Mutual Investors Services. He has previously worked at The Vanguard Group, Inc. and MassMutual Life Insurance Company. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative financial planning engagements without investment discretion, along with event-driven planning programs such as divorce planning and estate settlement.

Jacob Miller is a financial advisor with J.P. Morgan Securities in Gastonia, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan, he worked at Walgreens and Rockin Jump. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jennifer Morgan is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for four years and GDIT, Inc. for seven years. Morgan is based in Belmont, North Carolina. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment types.

Lopez Davis is a financial advisor with LPL Financial holding CFP® and multiple securities licenses, bringing 36 years of industry experience. Prior to joining LPL in 2025, Davis worked at CUSO Financial Services, Truliant Federal Credit Union, CUNA Brokerage Services, and other firms. Davis also maintains a role with Truliant Federal Credit Union. 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, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Kelly Barnett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelly worked at Bank of America and Bank of America Merchant Services. Outside of financial advising, Kelly assists families as a Disney Destination Specialist, helping to book and plan Disney vacations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.