Kelly Richardson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2026, Richardson worked at Atrium Health and Advocate Health from 2022 to 2026, and was a full-time student from 2016 to 2019. 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 discretionary and non-discretionary investment strategies, with a large network of financial advisors and branch offices nationwide.

Matthew Leonard is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 65 credentials. He has six years of industry experience, including prior roles at VisionQuest Advisors, LLC, and his own CPA firm, Leonard & Associates, PLLC. Outside of advisory work, he owns a consulting business in insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base of individual and institutional investors, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through various platforms and proprietary model strategies.

Christopher Borras is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory programs and investment solutions, operates under a fiduciary standard, and supports its clients with a nationwide network of advisors and branch offices.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Tyler Ervin is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has held various roles including work at The University of North Carolina at Charlotte and several service-related positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Edwin Porter is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Harrisburg, NC. He has four years of industry experience, including 14 years at TIAA prior to joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary solutions, separately managed accounts, and affiliated mutual funds.

Patrick Hynes is a financial advisor with Edward Jones in Albemarle, NC, holding Series 63, Series 65, and Series 66 designations and 35 years of industry experience. He joined Edward Jones in 2020, and his prior experience includes roles at LPL Financial, Global Atlantic Financial Company, and Forethought Distributors, LLC. 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 advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

David Baucom is a financial advisor at LPL Financial with over 21 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2007, following two years at A. G. Edwards & Sons, Inc. Baucom is involved with SAGE Insurance Partners, a non-variable insurance business. 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 portfolios, third-party asset management, and institutional platforms.

Chad Epting is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 credentials and having 21 years of industry experience. He worked at ProEquities, Inc. and Protective Life from 2003 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its large network of advisors and branches, offering fiduciary advisory services and affiliated investment capabilities.

Zachary Brown is a financial advisor with Primerica Advisors in Midland, NC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Primerica, he worked at Stanly County Schools and held academic roles at Xavier University and Mars Hill University. Outside of his advisory work, he owns Brown Legacy Enterprise, a non-investment related business based in Charlotte, NC. Primerica Advisors is a large institution serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies managed by unaffiliated asset managers and utilizes custodial services from Pershing.

Michael Wright is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations.

Gary Mcpherson II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and previously worked at Securian Financial Services and Northwestern Mutual Investment Management. Mcpherson serves on several nonprofit boards, including the American Financial Education Alliance and the Spirit Club Foundation, and is active in financial literacy education and authoring financial content. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Christopher Johnson is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he has been serving since 2011. In this role, he works closely with a select group of high net worth client families, focusing on understanding their investment philosophies, family communication, future planning, and the purposeful use of their wealth. He has extensive experience within Fidelity Investments, previously holding positions as Vice President and Regional Planning Consultant from 2006 to 2011, Financial Representative III from 2002 to 2006, and Financial Representative II from 2000 to 2002. Prior to joining Fidelity, Christopher was a Financial Advisor at Morgan Stanley Dean Witter from 1998 to 2000. Outside of his professional career, Christopher enjoys outdoor activities and hobbies including camping, attending concerts, cooking and baking, hiking, and skiing.

Ronald Wolfarth Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2023, he worked at Service Electric and Control from 2009 to 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products.

Irene Chandler is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including SunTrust Securities and SunTrust Advisory Services. Outside of her advisory work, she owns a small business sewing baby quilts and is a floral designer for Heirloom Floral. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services platform.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. His prior work includes roles at LPL Financial LLC, Securities America Advisors, and Wells Fargo Clearing. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various proprietary and third-party platforms.

Melissa Ray is a financial advisor with LPL Financial in Mount Pleasant, NC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at Mass Mutual Investors Services and MSI Financial Services. 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 portfolios, third-party asset management, and institutional platforms.

Cheryl Salerno is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 66 licenses and 10 years of industry experience. She previously worked at First Citizens Investor Services and First Citizens Bank. Outside of her advisory role, she serves as an authorized signer for several nutrition-related businesses affiliated with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics alongside diversification and modern portfolio theory principles.

Joseph Michalski is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2023. He previously worked at First Citizens Investor Services, Inc. and First Citizens Asset Management, where he also contributed as a financial consultant. Outside of his advisory role, Michalski serves as a board member for Big Brothers Big Sisters Cabarrus and works as a high school athletics referee. 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 both brokerage and advisory solutions, relying on Wells Fargo Investment Institute research and diversification principles to support its investment approach.