James Shoemaker is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Leah Flores is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and 25 years of industry experience. She has worked within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Veronica Lommel is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and JPMorgan affiliates throughout her career. Outside of finance, she works as a part-time delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Charlene Hall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1990. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a wrap-fee structure and a focus on curated investment models.

Michael Fayed is a CFP® professional with 27 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Summit Financial Group. Fayed serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors is an 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 using a variety of portfolio management approaches and platform arrangements.

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

Michael Holdenrid is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Nationwide Securities LLC and Nationwide Insurance. Outside of his advisory role, he is president of Caden Wealth Management, LLC, and operates as an independent insurance agent through Holdenrid Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.

Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

William Gary is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held long-term roles at Nationwide Insurance Companies and Nationwide Advisory Services. Gary is also an independent insurance agent through Holdenrid Insurance Group and owns a business entity, William K Gary & Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing both proprietary and third-party 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 at Osaic Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Advisor Group, Inc. In addition to his advisory role, Knox works as a wholesaler of fixed annuity insurance with Highland Capital Brokerage, recruiting financial professionals and advising on retirement plan implementation. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage customized portfolios.

Brian Wood is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 65 credential with 22 years of industry experience. His prior work includes 12 years at Virginia Asset Management LLC and multiple roles within Wells Fargo entities since 2016. 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 across more than 14,000 advisors and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Johnathan Lowery is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Securities Corporation. Lowery also operates Lowery Financial Group, where he offers various insurance products including accident, disability, and long-term care insurance. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across multiple asset classes.

Bret Cozewith is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of advisory work, he owns the Bret Cozewith Group, which supports his Primerica business and is involved in sales of non-investment products such as home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a percentage-based, tiered wrap fee structure.

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 financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked for Edward Jones for seven years. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

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.