Gary Mcpherson II is a financial advisor at Cambridge Investment Research Advisors with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cambridge since 2013. Outside of his advisory role, Mcpherson serves on several nonprofit boards, including the American Financial Education Alliance and the Spirit Club Foundation, and volunteers as a financial literacy teacher. He is also a co-author of "Remarkable Retirement, Volume 2" and participates in advisory groups and community education initiatives. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions—including proprietary and third-party model strategies—with both discretionary and non-discretionary implementations tailored to client objectives.

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.

Jeffrey Mccue is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include seven years at LPL Financial and Securities America Advisors, among other firms. Cambridge Investment Research Advisors serves a wide range of clients—including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates—providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers various portfolio management solutions and employs both proprietary and third-party investment strategies tailored to client objectives.

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.

Joseph Michalski is a CFP® professional with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2023. His prior experience includes roles at First Citizens Asset Management and First Citizens Investor Services, Inc. He serves as a board member for Big Brothers Big Sisters Cabarrus Leadership Council and works as a high school athletics referee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Anna Nifong is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has three years of industry experience and previously worked with firms including LPL Financial and Independent Advisor Alliance. Outside of her advisory roles, she is involved in administrative and investment-related activities with Focus Wealth Planning and Cambridge Investment Research Advisors. Cambridge Investment Research Advisors is a large SEC-registered firm that serves 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 and provides a range of portfolio management options and model-based solutions tailored to client objectives.

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 with Ameriprise in Concord, NC, holding a Series 66 designation and 22 years of industry experience. Prior to joining Ameriprise in 2023, Matthews worked for Wells Fargo Advisors and Wells Fargo Clearing Services for over 15 years. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver these services, emphasizing assets held in Ameriprise Managed Accounts and using algorithmic automation to generate recommendations.