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.

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.

Anna Nifong is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 66 designation and has worked previously with firms including LPL Financial and Independent Advisor Alliance. Outside of her advisory role, she is involved in administrative and investment-related activities with Focus Wealth Planning. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services across multiple platforms. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisors.

Przemyslaw Waszczeniuk is a financial advisor at Raymond James Financial with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors and Pinnacle Financial Partners. He is also involved with Pinnacle Asset Management as a Licensed Bank Advisor, referring potential clients to Raymond James advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.

Hannah Butler is a financial advisor with Mass Mutual Investors Services holding a ChFC® designation and Series 66 license. She has six years of industry experience, including prior work at FedEx Services. Butler is a board member of the Hickory Ridge Athletic Boosters, where she volunteers and participates in fundraising activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, and charitable organizations. The firm structures its financial planning as annual, collaborative engagements using firm-approved software to analyze client goals and deliver written recommendations.

Robin Matthews is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.