Thomas Bumgarner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at VOYA Financial Advisors and has operated his own firm, Stan Bumgarner Incorporated, since 2010. He is also the owner of Stan Bumgarner Wealth Management and works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brent Mcdonald is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. He has worked at several firms, including Securities America and Investacorp, and has been a co-owner of Tar Heel Wealth Management since 2010. Outside of his advisory work, he serves as a general board member for the Pregnancy Care Center of Catawba Valley and presents financial educational workshops through My Secure Advantage. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Elizabeth Rogers is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 27 years of industry experience. Her career includes roles at Raymond James Financial Services Advisors, Capital Investment Advisory Services, Wells Fargo Clearing, and A.G. Edwards & Sons. She is also an owner and partner of Renaissance Financial Partners of North Carolina, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers various financial planning and portfolio management services with a combination of advisory and non-advisory financial products.

Brandon Weiland is a financial advisor at Edward Jones in Hickory, NC, holding a Series 66 designation with three years of industry experience. His background includes roles in digital marketing and law enforcement. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services.

Ryan Mulligan is a financial advisor with Mass Mutual Investors Services in Catawba, NC, holding the Series 66 designation and 12 years of industry experience. His prior work includes roles at LPL Financial LLC and Independent Financial Partners. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Tiffany Little is a financial advisor at Edward Jones in Newton, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to her current role, she worked at United Bank from 2009 to 2021. She also serves as a Voter Assistant for the Catawba County Board of Elections. Edward Jones is a full-service wealth management firm serving a broad client base with a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

James Collins is a financial advisor at Edward Jones in Hickory, North Carolina, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. 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 affiliated mutual funds and other financial services.

Donald Chapman is a financial advisor at RBC Capital Markets with 32 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is president of Chapman & Chapman Assoc. LLC, a business involved in property ownership. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs combining discretionary and non-discretionary portfolio management with financial planning and brokerage services, utilizing both in-house and third-party investment managers.

William Barlow is a financial advisor at Edward Jones in Hickory, NC, with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he owns and manages businesses related to real estate construction and property maintenance in Hudson, NC. 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.

Frank Huffman is a financial advisor at Edward Jones in Conover, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. 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 under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

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 predecessor Thrivent Financial for Lutherans since 2009. Outside of his advisory work, Bolick is involved in quality control for Boxcar Grille, a private restaurant chain in North Carolina, and serves as a vice president and trustee board member for Catawba Valley Health System. He also participates as a council member at Bethlehem United Methodist Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across a broad range of planning topics and offers an option to combine planning with managed accounts under a consolidated billing service called WealthPlan.

Christiana Lovelace is a Series 66–licensed financial advisor at LPL Financial with nine years of industry experience. She previously worked at Edward Jones and Bank of America before joining LPL Financial in 2021. Outside of her advisory role, she is involved in social media content creation related to investments. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Charles Rogers Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience and has been with Cambridge since 2016, alongside longstanding involvement with Capital Concepts dating back to 2004. Outside of his advisory roles, he has been a partner in Capital Concepts Properties LLC since 2000 and has acted as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing customized strategies across multiple platforms and a range of proprietary and third-party model portfolios.

Katie Goforth is a financial advisor with Edward Jones in Newton, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience, all with Edward Jones since 2004. She is also a member and owner of an LLC involved in investment property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

David Wachter Jr. is a financial advisor with Mass Mutual Investors Services in Hickory, NC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at MassMutual Life Insurance Co since 2016 and was previously with Metlife Securities Inc for eight years. Outside of his financial career, he serves as an independent pastor providing pulpit supply and engages in spiritual development projects, including authoring biblical commentary and leading faith trips to Israel. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning as collaborative, annual engagements using firm-approved software, focusing on investment categories and strategies without discretionary authority.

Joshua Fulbright is a financial advisor at Thrivent Investment Management in Claremont, North Carolina. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Iconic Roofing and Chipotle Mexican Grill. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement and estate planning. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated option called WealthPlan.

Kristofor Essex is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 13 years before joining Cambridge in 2021. Outside of his advisory role, Essex serves as president of an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Kimberly Bonini is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexander Johnson is a Series 66-licensed financial advisor with six years of experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research Advisors since 2019 and operates Capital Concepts Financial Group. Outside of advising, he is the owner and host of a podcast through BGP LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth segments, retirement plans, and charitable organizations. The firm offers a range of advisory services and investment solutions delivered by independent financial professionals with access to proprietary and third-party strategies.

Susan Singleton is a financial advisor at Ameriprise with 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Singleton serves as Treasurer on the Board of Directors for St. Stephens High School Class of 84. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.