John Mc Grail is a ChFC® and Series 66 holder with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He is based in Salisbury, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Robin Matthews is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

John Henderlite Jr. is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at VOYA Financial Advisors and Cetera Wealth Services. He serves as a board member of the Catawba Foundation Inc., a nonprofit organization involved in fiduciary responsibilities and support for Catawba College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, combining model portfolios, third-party managers, and bespoke strategies.