Scott Turner is a financial advisor at Landolt Securities, Inc. with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Landolt Securities since 2009. Outside of his advisory role, he serves as an independent contractor for Turner Trading LLC, where he assists with administrative tasks and tax-related documentation. He is also a co-trustee for five family accounts. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities. The firm manages $137.8 million in assets and focuses on small-cap growth stocks, employing both discretionary and non-discretionary portfolio management approaches tailored to client objectives and risk tolerances.

Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.

Joshua Justice is a Series 66-licensed financial advisor with Credit Union Investment Services, bringing one year of industry experience. He has held roles at Members Trust Company, Credit Union Investment Services, SECU Brokerage Services, State Employees' Credit Union, and SECU Life Insurance Company since 2024. Justice has served in the North Carolina Air National Guard since 2019 and previously served in the US Air Force from 2014 to 2019. Credit Union Investment Services serves North Carolina residents, primarily individual investors, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach, with salaried advisers who provide recommendations while clients retain final decision authority.

George Baughman is a CFP® professional with 16 years of industry experience. He is currently with Modera Wealth Management, LLC and has previously worked at Parsec Financial Management Inc. and Holistiplan. Modera Wealth Management, LLC offers wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm’s investment strategy is based on diversified asset allocation using Modern Portfolio Theory and combines large-scale advisory operations with in-house accounting and tax services.

Dudley Whitlock is a Series 65-licensed financial advisor with 11 years of industry experience. He has been with Advisory Services Network, LLC since 2014. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets.

Lena Meredith is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 designations. She has 22 years of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Co. Meredith is involved with Blue Ridge Wealth Management, LLC, a non-investment-related business activity. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement plan consulting with a range of investment solutions and ongoing account monitoring.

Joseph Stenard is a financial advisor at OneSeven with one year of industry experience. He holds a Series 65 designation and has worked with MGO One Seven LLC d/b/a Resolute Wealth Management since 2024. His background also includes involvement with the Knights of Columbus and a longstanding role at the University of New York dating back to 2008. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning using diversified portfolios with access to alternatives and private placements, employing a primarily long-term investment approach combined with internal due diligence and third-party platform support.

Gilberto Carmona is a financial advisor with Latitude Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at GWN Securities, Inc., H.D. Vest Investment Services, and ownership of Gilbert M. Carmona Tax Service. Outside of his advisory work, he is involved in several business ventures including construction bidding through Carmona Business Solutions LLC and hosting the Gilbert Talks Taxes radio program focused on tax and business education. Latitude Advisors serves individual and business clients by providing financial planning, discretionary portfolio management, and pension consulting. The firm utilizes a combination of model-based strategies and fundamental/quantitative analysis, managing most client relationships on a discretionary basis with final decision authority over third-party model recommendations.

Allen Secor Jr. is a financial advisor at GWN Securities Inc. with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has been with GWN Securities since 2004. Outside of his advisory work, Secor serves as president of a marketing company, is a director of a charitable foundation, manages a family humanitarian project organization, and performs as a bass trombone musician in big bands. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, including legacy market-timing and momentum-based strategies.

Bradford Thorne is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Edward Jones and Horace Mann. Thorne is also co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including trading, technology, investment management, and compliance services. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

Bradley Harrill is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and eight years of industry experience. Prior to joining Commonwealth, he worked at Edward Jones for eight years and Carolina Trust Bank for two years. He is a co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support. The firm offers discretionary and non-discretionary investment solutions, including model portfolios and personalized indexing, with a comprehensive platform covering operations, trading, compliance, and practice management.

Robert Logan is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He holds the Series 66 license and is based in Landrum, South Carolina. Outside of his advisory role, he is involved with Calmwater Advisors, a fixed insurance sales business conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and retirement consulting, serving individual and institutional clients with a range of investment options and back-office services.

Tabitha Marks is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Principal Securities, Inc. and Principal Life Insurance Company for multiple years and previously held a role at Merrill. Outside of her advisory work, she owns and operates a family livestock farm, Twin Creeks Farm, in Forest City, NC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel overseas. Its advisory programs offer direct financial planning, retirement consulting, and access to third-party money manager solutions.

Tracy Faucette is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Prior to joining Commonwealth in 2025, Faucette spent 29 years at Edward D. Jones & Co., L.P. She is co-owner of Avenor Wealth, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Stanley Dominey is a financial advisor with Mass Mutual Investors Services in Landrum, SC, holding CFP® and ChFC® designations and has 42 years of industry experience. He has been with MassMutual Life Insurance Company and MML Investors Services since 1984. MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs collaborative, annual planning engagements using firm‑approved software and offers specialized planning programs including divorce planning and estate settlement.

Lisa Murphy is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced portfolio management tools.

James Sherrill is a financial advisor with Primerica Advisors in Forest City, NC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in sales of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Matthew Bright is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 2001 and serves as Vice President at James Bright Company, Inc. Bright serves as a trustee for a healthcare charitable organization, chairs the investment committee for his church’s $2 million endowment fund, and is a board member of the Boys and Girls Club of Rutherford County, NC. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm uses detailed fact-finding and risk profiling tools to tailor non-discretionary planning and consulting to client goals and supports a broad network of advisors and affiliated firms.

Daniel Hudson is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Avantax Investment Services Inc. and Avantax Advisory Services and is also a shareholder at Staton CPA, P.C., where he provides accounting and consulting services. Additionally, he manages inherited business interests including a gift shop and has experience in landscape maintenance and property upkeep. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with flexible investment approaches, including access to affiliated and third-party managers across multiple program structures.

John Boyle III is a financial advisor at OSAIC Wealth, Inc. with 45 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Outside of advising, he serves as an independent contractor and R-1 steward for the U.S. Equestrian Federation. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to deliver customized portfolio solutions across various investment types.

Joshua Poe is a financial advisor with Edward Jones in Forest City, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at various companies including Thomas Jefferson Classical Academy and Fraser Enterprises. 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 services through a large national network of financial advisors and operates under a fiduciary standard.

Scott Dunbar is a financial advisor with Primerica Advisors in Forest City, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Ohio Electric Motors and Gartner Equipment Co. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

Beth Head is a CFP®-certified financial advisor with Edward Jones, based in Landrum, SC, and has eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for Tanner Companies, LLC from 2016 to 2018. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and other financial services.

Cynthia Boyle is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. She previously worked at Stifel Independent Advisors, LLC, and Wells Fargo Advisors. Boyle serves on the board of the US Para Dressage Foundation and advises the Isle of Palms Literary Events, a nonprofit focused on promoting literary exposure to adults and schoolchildren. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through numerous affiliated advisers and platforms, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools and managed account solutions across various investment types, supporting both discretionary and non-discretionary account management.

Andrew Tisdale is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Board of Directors for The Forest City Athletic Club and is involved in several business ventures including retail and real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, non-discretionary advice.

Elijah Poe is a financial advisor at Edward Jones in Forest City, NC, holding the Series 66 designation with one year of industry experience. His work history includes roles at Edward Jones starting in 2024 as well as various positions at Appalachian State University, Grant Thornton, and in marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment and advisory services, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Gregory Poe is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved with Community Bible Study Eswatini and drives a van for a local transportation business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Adam Chaney is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he is a business owner of Four Oaks Farmstead in Forest City, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

James Geddings Jr. is a Series 66-credentialed financial advisor with Edward Jones in Tryon, NC, where he has worked since 2007. He has 19 years of experience in the industry. Outside of Edward Jones, he serves as a trust protector for multiple family trusts and is a nominating committee member for the Polk County Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,000 financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, alongside notable retail advisor and branch coverage.

Christopher Chestnut is a CFP® and ChFC® with 23 years of industry experience. He has been with Edward Jones in Landrum, SC since 2002. Outside of his advisory work, he is a partner in Sweet Bub, LLC, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Taylor Jones is a CFP® and Series 66-licensed financial advisor with Edward Jones in Columbus, NC, bringing seven years of industry experience. Prior to joining Edward Jones in 2018, Jones held roles at Caliber Collision, Workout Anytime LLC, Allstate Insurance Agency, and North Greenville University, among others. Outside of financial services, Jones also has experience working in the restaurant industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Clayton is a ChFC® and Series 66-credentialed financial advisor with Edward Jones in Landrum, SC, where she has worked since 2015. She has six years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carol Hartis is a Series 66–licensed financial advisor with Edward Jones in Inman, South Carolina, and has 27 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is a commissioned notary public in South Carolina. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Frederick Dutcher is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Royal Alliance Associates, Inc. since 2021, alongside ongoing roles at First Southeast 401(k) Fiduciaries, Inc. and First Southeast Investor Services, Inc. He is also a Managing Director at Roadstead Capital Partners, where he manages corporate retirement plans. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Ivey Bright is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Prestige School Solutions, LLC, and Barley's Taproom and Pizzeria. Additionally, Bright is associated with Bright Asset Management, LLC in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique arrangements such as municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

Michael Ashworth is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, where he has worked since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves on the Polk County Schools Board of Education in Columbus, NC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Katheryn Gordon is a financial advisor with LPL Financial in Tryon, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Gordon is also a Notary Public in Tryon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management across its offerings.

Jeffrey Tompkins is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as the relationship manager for his team. With a career in financial services beginning in 1982, Jeffrey has worked with Morgan Stanley Smith Barney and Deutsche Bank prior to joining Merrill Lynch in 2015. He specializes in delivering comprehensive wealth management strategies tailored to meet individual client needs, focusing on areas such as family wealth management, retirement income planning, portfolio management, tax minimization, and services for defined benefit and contribution plans. Jeffrey works closely with business executives and professionals to help them build, preserve, and transfer wealth. His approach involves careful listening and detailed inquiries to understand clients' priorities and aspirations, enabling him to provide sophisticated financial strategies that address every aspect of their financial lives. He holds the Personal Investment Advisor (PIA) designation and attended Western State College of Colorado, as well as New Trier High School. Jeffrey resides in Boca Raton with his wife of 38 years and has two adult children. He is proud that his son, Justin, has joined him as his partner at Merrill Lynch Wealth Management. Outside of his professional work, Jeffrey supports charitable organizations including JARC and SEVA Foundation. He enjoys playing golf, traveling, and listening to live music.

Nicholas Elliott is a financial advisor with Equitable Advisors in Forest City, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including time under the Axa Advisors, LLC name until 2020. Outside of his advisory role, he is involved with Covenant Advisory Group DBA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model that combines advisory and brokerage channels tailored to client goals and risk tolerance.

Bryson Shook is a financial advisor with LPL Financial and holds a Series 66 designation. He has prior experience working at Ashworth Financial Group, Hagerty Consulting, and several nonprofit and government organizations. Outside of his advisory role, he is a business owner of Evernorth Marketing. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and advanced technologies.

Grant Threlfall is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He previously served 20 years in the United States Air Force and has held positions at Mathnasium and J B Hunt. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mary Steele is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Osaic Wealth Inc. She has previously worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors. Steele holds board roles with the Financial Services Institute and participates in community activities including leadership of a fundraising event at Spartanburg Day School and serving as a treasurer for a local Girl Scouts troop. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, corporations, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and uses tools such as asset-allocation models and automated rebalancing to construct portfolios tailored to client risk profiles.

Jason Harrill is a financial advisor at Edward Jones in Rutherfordton, NC, holding a Series 66 designation with 12 years of industry experience, all at Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth ranges, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Martin Larsen is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously managed Larsen’s Greenhouses for 38 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael Loiacono is a financial advisor with Ameriprise, holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones and has been involved in consulting businesses including Prestige School Solutions. Loiacono serves as treasurer on the board of ArchAngel Ministries and co-owns a holding entity for aircraft liability management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mary Anna Oliver is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Her prior experience includes roles in education at Appalachian State University and Chase High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households and corporate entities. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a variety of advisory strategies along with affiliated mutual funds and tax-efficient services.