Heath Prior is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes 13 years at Lincoln Financial Securities Corp prior to joining Cambridge Investment Research Advisors in 2022. In addition to his advisory role, he serves as president and owner of Prior Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Edwin Gresham is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2012. 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 uses tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and consulting services.

Brandon Schlesinger is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He joined The Oberheide-Schlesinger Group in 2007 following the completion of an intensive wealth management analyst program. In his role, Brandon leads the group's efforts in third-party asset manager selection, due diligence, and performance measurement, in addition to overseeing operational and compliance matters for the team. Prior to his current position, Brandon was a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. He holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. Brandon also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

Bryce Moritz is a Financial Advisor at Merrill Lynch Wealth Management, based in the Lake Norman office. He works closely with families to improve their financial plans and help them take advantage of opportunities that align with their unique ambitions. His client focus areas include college education planning, family wealth management strategies, retirement income, tax minimization, and legacy planning among others. Originally from Baltimore County, Maryland, Bryce graduated from Clemson University in 2021 with a Bachelor's degree in Mathematics and a minor in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Bryce's professional philosophy centers on uncovering what matters to each family to create a strategy that pursues their financial goals. Outside of his professional work, Bryce enjoys sports such as basketball, football, tennis, and golfing, as well as playing chess and watching movies.

William Dagit Jr. is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth since 2023. Prior to that, he spent over two decades at Royal Alliance Associates and has managed Lakeside Financial Services, LLC since 2001. In addition to advising on investments, he provides tax consultation and preparation services through his CPA practice. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to deliver customized portfolio management solutions.

Jerry Inman is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Lpl Financial Services for 13 years before joining Merrill in 2018. Outside of his advisory role, he serves as a board member for the Coach Ron Axselle Scholarship, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, employing strategic and tactical asset allocation with various implementation options.

Sarah Frimel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Sarah has a beneficial interest in a family-owned real estate LLC but does not have an active role in its operations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Kaylor is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Kaylor is also involved with Williamson Wealth Group, a support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through advisory programs and a broad advisor network.

Paul Collins is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at PNC Bank and PNC Investments. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Robert Pawlowski is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill from 2009 to 2022, before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, utilizing structured planning tools and modeling techniques such as Monte Carlo simulations.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Norman Perkins is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked for Alliance Coal, LLC for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. He previously worked at Lincoln Financial Securities from 2008 to 2023. Outside of advising, Fletcher operates as an independent insurance agent through Fletcher Capital LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Thomas North II is a CFP® professional with 31 years of experience currently serving at Ameriprise. He has been with Ameriprise and its related entities since 2005 and has also operated T.M. North & Nco. since 1994. He serves on the board of directors for Invest in Others, a nonprofit organization. Ameriprise provides retirement-income planning services for clients generally holding at least $1,000,000 in investable assets, offering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice through a centralized consulting team.

Amy Matthews is a financial advisor at Edward Jones in Lincolnton, NC. She holds a Series 66 designation and previously worked for Lincoln County Schools for 12 years before joining Edward Jones in 2025. Edward Jones is a 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Chidwick is a financial advisor with Raymond James Financial Services Advisors, Inc. in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms including Signature Wealth Group, Wdsworth Group-First Financial Resources, and IFG/Russell Advisors. He is also CEO of 4 Life Investments, a real estate brokerage, and is a partner at Signature Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, offering tailored, non-discretionary services that incorporate risk profiling and scenario modeling. The firm supports a broad advisor network and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Grace Cassada is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she was involved in event planning with Monarch Event Planning and worked at Aqua Wave Express Car Wash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.