Hayden Watkins is a Series 66-licensed financial advisor with Merrill, based in Lake Wylie, SC. He has been with Merrill since 2024 and has prior experience at Bank of America, N.A., Wilson Air Center, Trolley Barn Brewery LLC, and several other firms. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jack Buchanan Jr. is a Series 66-licensed financial advisor with Edward Jones in Kings Mountain, NC, where he has worked since 2007, accumulating 18 years of industry experience. Outside of his advisory role, he serves as a supply minister, speaking at local churches when needed. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Michael Coates is a financial advisor at Stifel with 32 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 registrations. Outside of his advisory role, he acts as a real estate consultant for CBI Realty, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies from its Investment Strategy Group to support asset allocation and financial planning.

Thomas Fogarty is a Series 66 licensed financial advisor with Edward Jones, based in Mt Holly, NC. He has 14 years of industry experience and has been with Edward Jones since 2011. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Baker is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firm since 2010. Outside of his advisory role, he owns Baker Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving 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 Financial Professionals, utilizing a variety of portfolio management strategies and custodial platforms.

Raymond Watson is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 credential and 25 years of industry experience. He has worked with Ameriprise Financial Services, Inc. and Ameriprise Financial Service, LLC since 2002. Outside of advising, he operates an e-commerce business called This Baseball Mom, which sells baseball-themed items for mothers, and manages his son’s baseball team, the Carolina Wolverines. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Jennifer Morgan is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for four years and GDIT, Inc. for seven years. Morgan is based in Belmont, North Carolina. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through various platforms, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a range of investment types.

Derek Chalfant is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and custodial relationships.

Ashley Wallace is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. Before joining the firm, she worked at Olin Corporation and Roy-El Morgan Farm and spent several years as a homemaker. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Connor Pridnia is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Bluestone Financial Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he is associated with Bluestone Financial, a non-investment-related business. 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, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Kelly Barnett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelly worked at Bank of America and Bank of America Merchant Services. Outside of financial advising, Kelly assists families as a Disney Destination Specialist, helping to book and plan Disney vacations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Charles McClure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Ameriprise Financial Services for 14 years. He is also involved with McClure Investment Company, a real estate investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and technology tools.

Jennifer Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her career includes roles at Traverse Partners, Greerwalker Wealth, and Thrivent Financial. Outside of her advisory work, she serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

Steven Studebaker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for IC Advisory Services Inc. and The Investment Center Inc. for 15 years each. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.