William Andrews is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Prior to joining Fidelity in 2025, he worked at TIAA and Thrivent Financial. Outside of finance, he is involved in operating an Asian restaurant in Mooresville, where he handles food orders, serving, and hospitality duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Humana, Inc. and NBCUniversal, as well as work related to UNC Kenan-Flagler Business School. 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 offers a range of brokerage and advisory solutions supported by research and analytics.

Megan Hinson is a financial advisor with Edward Jones in Mooresville, NC. She holds a Series 66 designation and has been with Edward Jones since 2026. Prior to joining Edward Jones, she spent 19 years at Lowe's Companies. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brenda White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as vice president, secretary, and bookkeeper of an automobile dealership. Wells Fargo Advisors is a national securities firm providing 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 supported by research from the Wells Fargo Investment Institute.

Katherine Waters is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been associated with Raymond James and its affiliated entities since 2015. Outside of advising, she is co-owner of Innergized Eats, a local vending machine business operating in Statesville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and has unique capabilities in municipal and public finance as well as specialized SIMPLE IRA consulting programs.

Russell Winthrop serves as an Associate Resident Director at Merrill, where he focuses on connecting clients with the people, plans, and processes that align with their individual financial objectives. In his role, he supports clients in addressing a variety of personal goals, including education funding, retirement planning, and managing potential health care costs. Russell holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from the University of North Carolina System. He emphasizes simplicity and transparency in wealth planning to help clients navigate investment complexities and work toward their long-term family goals.

Deneen Wells serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies aimed at addressing their unique goals and adapting to changing market conditions. Her approach centers on gaining a comprehensive understanding of each client's full financial picture to provide tailored wealth management solutions. Deneen's expertise spans personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. She holds several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both a Bachelor's and a Master's Degree from Appalachian State University. In addition to her professional work, Deneen participates actively in community organizations such as Circle of Giving, North Iredell Raiders Capital Improvements Club, Performing Arts Live Iredell, Statesville Woman's Club, and Trinity Fire and Rescue. Her personal interests include cooking, football, hiking, reading, soccer, spending time with family, and traveling.

Jeffrey Coble is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches both high school JV and varsity basketball teams and travel basketball in the Charlotte area. 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 both brokerage and advisory solutions.

Patrick Schaffer is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones and PricewaterhouseCoopers LLP. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary investment consulting using various analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas North II is a CFP® professional with 31 years of experience currently serving at Ameriprise. He has been with Ameriprise and its related entities since 2005 and has also operated T.M. North & Nco. since 1994. He serves on the board of directors for Invest in Others, a nonprofit organization. Ameriprise provides retirement-income planning services for clients generally holding at least $1,000,000 in investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Richard Rand III is a financial advisor with UBS Financial Services in Chapel Hill, NC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with UBS since 2004. Outside of his advisory role, Rand is involved with a small real estate investment company incorporated with his wife, although it has not conducted business to date. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach includes proprietary capital market assumptions and research to tailor portfolios to clients’ goals and risk tolerances.

John Fitch III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior firms include PNC Investments and NYLife Securities, where he worked before joining LPL Financial in 2018. 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 advisory and brokerage services through a large network of investment adviser representatives, providing a range of solutions including financial planning, model portfolio programs, and institutional platforms.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with multiple firms, including Signature Wealth Group and Stonestreet Wealth Management. Outside of his advisory work, he is a partner at Signature Wealth Group and serves as CEO of 4 Life Investments. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Derek Coffren is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2017, with earlier experience at Ameritas Investment Corp. and Capital Choice Financial Services. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through proprietary and third-party strategies.

Janice Lowrance is a Series 66-credentialed financial advisor with Edward Jones in Mooresville, NC, where she has worked since 2007. She has 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices.

Katie Riegel is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 designations and eight years of industry experience. She has worked with Cambridge Investment Research Advisors since 2018 and is also involved as an independent insurance agent and the treasurer of the Mooresville Youth Baseball Association. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals and multi-platform account implementation.

Jillian North is a financial advisor with Ameriprise in Mooresville, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, she worked at Arizona State University and was involved with the Valley of the Sun Jewish Community Center. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patty Hanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016, with prior experience at Citigroup Global Markets and UBS Financial Services. Outside of her advisory role, she serves as a notary public and works as a retail sales associate. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan consulting supported by research from Wells Fargo Investment Institute.