James Sherrill IV is a financial advisor at Edward Jones in Dallas, NC, with six years at the firm and a total of four years of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, Sherrill worked in the consumer service industry, including a role at Pressure Washing Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Michael Abbott is a financial advisor with Edward Jones in Gastonia, North Carolina, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Michele Mcduffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, American Express Financial Advisors, and various insurance carriers. Outside of advising, she has been involved with Alfred And Charlie's BBQ House for nearly two decades. 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 investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jean Metayer Jr. is a financial professional based in Charlotte, NC, affiliated with Cambridge Investment Research Advisors. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Edward Jones, Cetera, The Prudential Insurance Company of America, and Waddell & Reed Inc. Outside of his advisory work, he is involved in financial services through ownership and professional roles at Convergent Financial Partners, LLC and Selwyn Strategic Capital LLC, as well as in fixed insurance sales and service. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and custodians and provides proprietary model strategies under the Founders Gate Capital brand.

Nikhil Alkari is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Randstad Consulting and held positions at MIHIN/Interoperability Institute, TenAgile LLC, Ally Bank, and Bank of America. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Dennis Mumford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at MSI Financial Services and Mass Mutual Investors Services. Outside of his primary advisory role, he is involved as an independent insurance agent and holds managing member positions in several financial-related firms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Amy Longfellow is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations. She has been with Wells Fargo Bank, N.A. since 2017 and joined Wells Fargo Clearing in 2025. Prior to that, she was involved with Outlaw Enterprise from 2009 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm uses an IPS-driven approach grounded in modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Samuel Zobel is a financial advisor at Fidelity with three years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at Merrill Lynch, Bank of America, and Charles Schwab. Outside of his advisory roles, he co-founded Money Made Easy Financial Coaching LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and fund-of-funds.

Mercedes Dockery is a financial advisor at Cambridge Investment Research Advisors with Series 65 credentials. She has experience in real estate, having worked at EXP Realty since 2020 and previous roles at Wilkinson ERA and Citywide Realty. Dockery has been with Cambridge Investment Research Advisors since 2026. Cambridge Investment Research Advisors serves individual and institutional clients, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management and operates proprietary model strategies under the Founders Gate Capital brand.

Justin Coton is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Dorman Financial Management from 2016 to 2017. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Sherrill III is a financial advisor with Edward Jones in Dallas, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is an owner of a rental property in Lewisburg, WV. 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 nationwide network of more than 23,000 financial advisors.

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, Bragg worked at Ameriprise Financial and is also involved with Bluestone Financial Advisors, where he assists with client service and business efficiencies. Outside of advisory work, he serves as assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer games in the Carolinas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor recommendations and supports its offering with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Douglas Smith is a financial advisor with LPL Financial in Mount Holly, NC, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been affiliated with LPL Financial, North Carolina Bank and Trust, and SC Bank and Trust since 2008. Prior to that, he worked at Uvest Financial Services Group, Inc. from 2002 to 2008. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

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.

Garrett Williams is a financial advisor with Edward Jones in Lake Wylie, SC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Enterprise Holdings and O'Reilly Auto Parts. Edward Jones is a full-service wealth management firm serving a broad client base that includes individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Kenneth Stupski is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and LPL Enterprise. He is also the owner of Pelham Financial Group, LLC, and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and focuses on collaborative, annual planning relationships.

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.