Samuel Gault is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Elefante Corp and Family Home Buyers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Andrew Osborne is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gastonia, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Osborne serves as treasurer on the advisory board of Crisis Assistance Ministry for Christians and Jews, where he reviews monthly financial statements. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Wade Hartman is a CFP® with 10 years of industry experience currently with Mass Mutual Investors Services. He has previously worked at The Vanguard Group, Inc. and MassMutual Life Insurance Company. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, collaborative financial planning engagements without investment discretion, along with event-driven planning programs such as divorce planning and estate settlement.

Jacob Miller is a financial advisor with J.P. Morgan Securities in Gastonia, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan, he worked at Walgreens and Rockin Jump. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lauren Moses is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Vanguard, Coinbase, and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.

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.

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.

Lopez Davis is a financial advisor with LPL Financial holding CFP® and multiple securities licenses, bringing 36 years of industry experience. Prior to joining LPL in 2025, Davis worked at CUSO Financial Services, Truliant Federal Credit Union, CUNA Brokerage Services, and other firms. Davis also maintains a role with Truliant Federal Credit Union. 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 portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

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. He worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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 services including financial planning and model portfolio programs, supported by extensive technology and a broad array of non-advisory financial products.

Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.

Jennifer Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her career includes roles at Traverse Partners, Greerwalker Wealth LLC, and multiple positions within Thrivent-affiliated firms. 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 focuses on holistic, goal-based planning that covers a wide range of financial topics, providing clients the option to combine planning with managed-account services under a consolidated billing system.

Steven Studebaker is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at IC Advisory Services Inc., The Investment Center Inc., Next Financial Group, Inc., and FFP Advisory Services Inc. Outside his advisory role, he is involved in a real estate rental business in Hendersonville, NC. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.