Kathy Kuczenski is a financial advisor at Truist Advisory Services with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2018, including time with Bbtis and Lincoln County Schools. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm employs a combination of traditional research and AI-enabled tools to support its advisory process and offers ongoing reviews and reporting for its clients.

George Bowery is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 14 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, participant advice, and a manager-selection program, implementing advice through discretionary and non-discretionary relationships supported by third-party platforms and AI-enabled research tools.

Franklin Mcelroy is a financial advisor at Kestra Advisory with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcelroy is co-owner and manager of BMH Investment Group, LLC, where he is involved in business decisions and client management. He also serves on the boards of Beers & Burpees and the CLT Foundation, both charitable organizations serving the greater Charlotte area. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers fiduciary services, plan design and compliance testing, and access to multiple management platforms, serving clients including large institutional investors and sovereign wealth funds.

Matthew Fortenberry is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Prudential-related firms, Wells Fargo Clearing Services, and AXA Advisors. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—along with pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing a range of third-party asset managers and proprietary advisory models.

Jody Delvechio is a financial advisor with LPL Financial in Hickory, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Edward Jones from 2008 to 2010. Outside of his advisory work, Delvechio is involved in managing rental office space in his local area. 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 portfolios, third-party asset management, and institutional platforms.

David Hahl is a financial advisor at Edward Jones in Cornelius, NC, with 16 years of industry experience. He holds the CFP® and Series 66 designations and 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Candance Heavner is a financial advisor at Edward Jones in Lincolnton, NC, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2020, following a decade at Lineberger's Cattle Company. Outside of finance, she is involved with Copper Hill Entertainment in Culver City, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Mitchell Harris is a Certified Financial Planner® with 25 years of industry experience, currently affiliated with LPL Financial since 2013. His prior roles include positions at Uvest Financial Services Group, Inc. and Ameriprise Advisor Services, Inc. He is also commissioned as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services including financial planning and institutional investment platforms.

Amy Murray is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Holston Medical Group, and Novant Health. Merrill, along 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 and profit-sharing plans, corporations, and charitable organizations.

Robert Koppenhofer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James since 2012. Koppenhofer also works as an associate at Williamson Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using detailed analytical tools and supports municipal and public-finance work through unique affiliations.

Matthew Foster is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC since 2020. Prior roles include positions at Mass Mutual Life Insurance Co, Advantage Waypoint, and Cabarrus County Schools. He is also the owner of Elite Equity LLC, an entity used for pass-through compensation. Mass Mutual 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 offers collaborative, annual financial planning engagements supported by firm-approved analytical tools, along with various specialized planning programs.

Steven Sparks is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked with Cambridge Investment Research Advisors and associated entities since 2016 and has been affiliated with Capital Concepts since 2004. Sparks serves as a board member of Hickory Christian Academy. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals managing a multi‑billion dollar asset base across multiple platforms and custodians.

Matthew Clauss is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, N.A. Prior to that, he was with Wells Fargo Clearing and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and research.

Zachery Adams is a financial advisor at Edward Jones in Cornelius, NC, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and New Western Acquisitions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Beth Deal is a financial advisor with Ameriprise in Hickory, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its predecessor since 1992. Outside of her advisory role, she manages BRM Management Group, a business established to support her practice operations. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

David Balok is a financial advisor with LPL Financial in Denver, NC, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and investment management solutions.

Thomas Druckenbrod is a Senior Financial Advisor with Merrill Lynch Wealth Management who specializes in retirement income and wealth management planning. With over 19 years of experience in the financial services industry, he focuses on helping individuals set realistic financial goals and develop outcome-oriented strategies using Merrill's customized advice and Bank of America Global Research. Thomas holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned multiple professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). His client focus areas include college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, and retirement income. In addition to his professional work, Thomas is involved in his community as a church volunteer. Outside of work, his personal interests include adventure sports, chess, fishing, ice skating, table tennis, traveling, and spending time with his family.

Kirk Messick is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2012. He began his career in the financial services industry in 2006 with Wachovia Securities. Kirk holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from West Iredell High School. With over sixteen years of experience, Kirk focuses on goal setting and retirement planning, specializing in consolidation and distribution of retirement and pension plans. He employs Goals Based Wealth Management, creating personalized strategies to help clients pursue their financial goals through a structured process of defining objectives and implementing solutions. His approach emphasizes putting the client's interests first and building trust through integrity and hard work. Outside of his professional role, Kirk participates in community activities such as coaching the All Pro Dads Odell Elementary Chapter and serving as an Assistant Scoutmaster for the Boy Scouts of America. His personal interests include hiking, spending time with his family, and watching movies.

Mark Kuznitz is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2009 to 2023. Kuznitz is based in Denver, NC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations supported by a centralized consulting team.

Thomas Francomano is a financial advisor at Merrill with the Series 66 designation and seven years of industry experience. He has been with Merrill and Bank of America since 2018 and also works as a coach for True Lacrosse. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individual investors, high-net-worth clients, and various institutional accounts using model-based and discretionary strategies developed by internal and third-party teams.