Joseph Reimels is a financial advisor with LPL Financial, holding a Series 63 designation and 46 years of industry experience. He worked at Lincoln Financial Advisors Corp for 16 years before joining LPL Financial in 2024. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research, model portfolios, and various investment technologies.

Jonathon Wagoner is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals and families to develop clear, disciplined wealth strategies aimed at organizing their financial lives, investing with intention, and maintaining progress through changing markets and significant life events. His approach involves understanding clients' priorities, translating them into concrete plans, and managing investments and risk exposure accordingly. This includes expertise in portfolio construction, retirement planning, tax-aware strategies, and guidance on major financial decisions. Jonathon leverages Merrill Lynch's research, planning tools, and investment platform to provide institutional-quality resources alongside a personal, relationship-driven service. Jonathon holds a Bachelor's Degree from Arizona State University and a Master's Degree from Thunderbird School of Global Management. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA).

Sherrill Young III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2001, as well as at Resource Partners LLC from 2009 to 2019. He has maintained a long-standing association with MassMutual, formerly as a career agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports its advisors through specialized programs and institutional consulting services.

Scott Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Robinson is also co-owner of RGAA, LLC, which supports his practice operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kenneth Sagert is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has recently transitioned into the financial services industry with experience at several firms, including BCF Professional Services and Cambridge Investment Research. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

David Coss is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Thomas Cooley is a financial advisor with Raymond James Financial in Cornelius, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Soft Point Media, JB Office, and Eveleigh. He is also involved with Williamson Wealth Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning through analytical tools and supporting a broad advisor network. The firm has notable municipal advisory capabilities and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Todd Hogue is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James Financial Services since 2016 and also works with Signature Wealth Group. Outside of his advisory work, he operates a dog sitting business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kimberly James is a financial advisor with Raymond James & Associates in Lincolnton, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Her career includes 13 years at Merrill prior to joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and investment consulting services through various advisory programs.

Dustin Deal is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves as president of the Hutton Estate Homeowners Association, leading board meetings and working with property management and legal counsel. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary accounts.

Jeffrey Basik is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International and is chairman of the finance and missions teams at Tree of Life Church. He is also part-owner of Repurposed Materials of Naples, a waste recycling business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

David Henkel is a financial advisor with Raymond James Financial in Huntersville, NC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pinnacle Financial Partners. Outside of advising, he owns a mountain property that he rents through VRBO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports specialized municipal and public-finance advisory services.

Joseph Haney is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked with Thompson Wealth Group and at Raymond James Financial Services, Inc. Outside of his advisory role, Haney is associated with Thompson Wealth Group as a non-investment related support advisor. 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, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sarah White is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to that, she was employed at Bank of America and Merrill from 2014 to 2019. She is also a member of the Board of Elections in the City of Lenoir. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with a large nationwide network of financial advisors and branch offices.

Cindy Schwamberger is a Series 66-licensed financial advisor at Morgan Stanley with 25 years of industry experience. She has worked at Morgan Stanley since 2009, with a brief period of unemployment in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients by delivering a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Glen Archer is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and has led Archer Wealth Group since 2010. Outside of his advisory roles, he owns ArcherWealthGroup, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional entities. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Jason Webster is a financial advisor with Mass Mutual Investors Services in Huntersville, NC. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2024, he spent eight years at Wilco Finance. Outside of his advisory role, he works as a business coach and mentor through Elevate Strategy & Consulting, supporting other professionals in business growth. Mass Mutual Investors Services 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 offers collaborative, annual financial planning engagements using firm-approved software and educational seminars.

Melissa Spivey is a financial advisor with Raymond James Financial Services, Inc. in Lincolnton, NC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2000 and has owned an online clothing boutique, Divas & Dimples, since 2012, which she maintains as a potential opportunity for her daughters. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to align investment strategies with client goals while supporting municipal and public finance work through affiliated advisory programs.

Adam Keisler is a financial advisor at OSAIC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corp and Morningstar Marina. Outside of his advisory role, Keisler serves as chairperson of the endowment committee at First United Methodist Church in Hickory, NC. OSAIC serves a diverse client base including individual, high-net-worth, pension, and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm employs asset allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various asset classes on both discretionary and non-discretionary bases.