Michael Macomson II is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 63 and Series 65 designations. His background includes multiple roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as experience in the retail and education sectors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client relationships.

Dennis Mumford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. In addition to his advisory role, he is involved as a managing member in multiple financial services entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management approaches across multiple platform arrangements.

Samuel Zobel is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and bringing three years of industry experience. His prior roles include positions at Merrill Lynch, Charles Schwab, and running his own consulting and financial coaching businesses. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Justin Coton is a CFP® and holds a Series 66 license with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Dorman Financial Management from 2016 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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 Lynam is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience, previously working with several firms including PMA Securities, PMA Asset Management, PMA Financial Network, and PRUCO Securities, as well as a background at James Madison University. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services 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 Wells Fargo Investment Institute and third-party databases.

James Sherrill III is a financial advisor with Edward Jones in Dallas, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is an owner of a rental property in Lewisburg, WV. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Nicholas Drake is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he held positions at various companies including Us Tech Solutions and Anderson Merchandisers. Outside of his advisory role, he works as a delivery driver for Uber Eats and a shopper for Instacart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by extensive research and analytics.

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining Raymond James, Bragg worked at Ameriprise Financial and is also involved with Bluestone Financial Advisors, where he assists with client service and business efficiencies. Outside of advisory work, he serves as assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer games in the Carolinas. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor recommendations and supports its offering with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Goins is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TIAA and TIAA-CREF for over a decade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Douglas Smith is a financial advisor with LPL Financial based in Mount Holly, North Carolina, holding Series 63 and Series 66 licenses and with 35 years of industry experience. He has worked at North Carolina Bank and Trust, SC Bank and Trust, and LPL Financial since 2008, and was previously with Uvest Financial Services Group, Inc. from 2002 to 2008. In addition to his advisory work, Smith serves in an investment-related role with South State Bank. 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 financial planning and investment services, including model portfolios and third-party asset management, and supports its advisors with technology tools while maintaining a broad platform that integrates advisory and non-advisory financial services.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Glenn Slezak is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including ResiCentral, Homepoint Financial, Oxford Solutions, and Allen & Newman, PLLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Brent Reynolds is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Verizon Wireless. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Malcolm is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at various firms including Daly Seven, Inc. and Vincent Valuations. Outside of his advisory role, he is involved with Elmore Financial Group, Inc., a support company based in Denver, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Howard is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he also owns and manages a rental property in Stanley, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors.

Joseph Rhyne III is a CFP® professional with 32 years of experience, currently serving at MassMutual Investors Services since 1996. He has worked with MassMutual Life Insurance Company for 30 years. In addition to his advisory role, he owns an LLC that manages pass-through compensation. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers additional programs, including estate settlement and employer-sponsored planning.

Asif Akand is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Royal Bank of Canada, and Bank of Nova Scotia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Dominique Vercaemert is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Vercaemert is also president and CEO of VALTA, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing access to both proprietary and third-party investment strategies across multiple platform arrangements.

William Payne is a Series 66-licensed financial advisor with Edward Jones in Denver, NC, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at BB&T Investments and BB&T Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.