William Gary is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent over four decades with Nationwide Insurance and its affiliates. He is also the owner of William K Gary & Associates Inc. and operates as an independent insurance agent with Holdenrid Insurance Group. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual, pension, and charitable organization clients. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Christopher Knox is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and has four years of industry experience. He has worked with firms including Securities America Advisors and Advisor Group, Inc. Outside of his advisory role, he serves as a senior advisor consultant for Highland Capital Brokerage, where he wholesales fixed annuity insurance and recruits financial and insurance professionals. OSAIC serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services across multiple financial programs. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a platform notable for its scale and affiliate network.

Brian Wood is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 65 designation and has worked at various Wells Fargo entities since 2016, including Wells Fargo Investment Institute. 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 manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Johnathan Lowery is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Wealth Financial Planners since 2007. Outside of his advisory role, Lowery is an insurance agent offering a range of products including accident, disability, long-term care, and life insurance. OSAIC serves a diverse client base comprising retail and institutional investors, providing a variety of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, and it is notable for its scale, affiliate network, and recent consolidation activity.

Bret Cozewith is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he owns the Bret Cozewith Group, which supports his Primerica business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a network of over 3,600 advisors and utilizes model-based investment strategies managed by unaffiliated asset managers.

James Todd Sr. is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the CFP® and ChFC® designations and possessing 35 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2009. Outside of his advisory role, he owns land that is being considered for leasing to build solar panels. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment management.

Josh Haggard is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a range of investment strategies and leverages technology for operational and research support.

Brentley Jenkins is a financial advisor with Edward Jones in Cherryville, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns and operates Rockin J Farms LLC, a cattle-raising farm in Maiden, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 advisors. The firm 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.

Jack Hussey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Northwestern Mutual, as well as various engagements at the University of Cincinnati. He has also been involved with Alpha and Omega Cleaning Services. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors and significant assets under management.

Amelia Harmon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at several firms including Investacorp Advisory Services, PNC Investments, and Stratos Wealth Partners. Harmon is also associated with South State Bank. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Centario Grier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and NYLIFE Securities, among other firms. Grier is a 50% owner of J&G Legacy Financial Group LLC, which operates for Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Terry Freeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and was previously with LPL Financial from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes options for discretionary management as an ERISA fiduciary, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Wade Bell is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Truist. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages substantial assets and utilizes research from the Wells Fargo Investment Institute and third-party sources to support its investment strategies.

David Renko is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, Citigroup Global Markets, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments and rental property management as a part owner. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to affiliated and third-party managers.

Frank Summers is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones and has been with Cetera since 2020. Outside of advising, Summers serves on the board of Monroe Road Advocates and the executive committee of Rainbow Foster Network, and teaches as an adjunct professor for the American College, focusing on life insurance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party models.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Norman Perkins is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked for Alliance Coal, LLC for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.