Debra Schneider is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bill Izykowski is a Financial Consultant with experience in providing tailored financial planning services. Currently, he works with clients to develop customized financial plans aimed at achieving their unique short- and long-term financial goals. He served as Vice President and Financial Consultant at Charles Schwab from 2017 to 2024, where he gained experience in financial consulting and advising. Outside of his professional work, Bill has personal interests that include baseball, boating, fitness, football, golf, and outdoor adventures.

Roy Boone is a financial advisor at Edward Jones in Mooresville, North Carolina, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as a trustee managing family tree farms in Mooresville. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary managed solutions and tax-efficient services.

Christopher Brauns is a financial advisor at Edward Jones in Taylorsville, NC, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Blue Ridge Molding and Scott Insurance. Outside of his advisory role, he serves as a managing member of AME Design, LLC, a real estate entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Tracee Schraeder is a Certified Financial Planner (CFP®) with 26 years of industry experience. She is currently with Stifel, joining the firm in 2024, and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Stifel serves a diverse client base including individuals, institutional clients, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, which clients can use to inform their financial decisions.

Dennis Lehman is a CFP® with 36 years of experience in financial advising. He has been with OSAIC since 1991 and previously worked for Financial Planners of Cleveland, Inc. He is also the owner of Heritage Financial Planners, a separate firm involved in security sales, and is licensed to sell life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services from financial planning and retirement consulting to access to third-party money managers and managed account solutions.

Alan Morgan is a financial advisor with LPL Financial in Mooresville, NC, holding a Series 66 credential and 15 years of industry experience. He previously worked at IFG Advisory, LLC and Carolina Planning Consultants, LLP. Outside of his advisory work, he serves as a FINRA arbitrator and works as an ice hockey official. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to third-party research and subadvisors.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 63, 65, and 66 credentials and over 23 years of industry experience. His prior roles include positions at Allstate and Penn Mutual Life Insurance Company. Lynch is also an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, providing structured, collaborative planning engagements using firm-approved analytical tools.

Robert Weaver is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he owns and operates a business that creates and licenses a college basketball pool for national distribution. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by research and model portfolios.

Garrett Bailey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Bank of America. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and previously worked at FSC Securities Corporation for six years. She has been with Vision Capital & Management since 2015. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a variety of clients, including individuals, trusts, estates, charitable organizations, and institutional clients. The firm applies a macro-driven investment process emphasizing diversification and risk-adjusted returns, primarily using mutual funds and ETFs, and manages approximately $144.8 million in discretionary assets alongside model portfolio services for third parties.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.