Andrew Poston is a financial advisor at Fortress Private Ledger, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and as a self-employed advisor. Outside of finance, he is involved in youth sports as a scheduler for Piedmont Sports Officials and serves as a self-contracting umpire for high school and college baseball. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by providing financial planning, portfolio management, and specialized advisory services including Qualified Opportunity Zone consulting. The firm employs a model-driven investment approach combining technical analysis with fundamental and thematic strategies and offers both discretionary and non-discretionary management.

Kristopher Roper is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Fortress Private Ledger, LLC and previously worked at Sparta Wealth Partners, Coastal Bridge Advisors, and TrinityPoint Wealth. Outside of his advisory role, he serves as Board Treasurer for the nonprofit Money Magnets Club, providing financial oversight and strategic guidance. Fortress Private Ledger serves individuals, employer-sponsored retirement plans, and other entities by offering financial planning, portfolio management, and Qualified Opportunity Zone advisory services. The firm employs trend-identification and technical analysis alongside fundamental and thematic strategies, delivering model-driven solutions managed in-house or with sub-advisers.

Jesse Walker is a financial advisor with Principal Advised Services in Monroe, NC, holding Series 63 and Series 66 licenses and having six years of industry experience. He has worked at various firms, including Principal Financial Services and Wells Fargo Clearing Services LLC. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary investment management program called SimpleInvest. The firm integrates third-party and proprietary methodologies and is part of the Principal Financial Group, leveraging affiliated entities to offer a range of financial products and services.

Richard Yercheck is a financial advisor with Capital Investment Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Capital Investment Advisory Services and Capital Investment Group Inc since 2019 and previously at Prospera Financial Services from 2013 to 2019. Outside of his advisory role, he serves on the City of Monroe Planning Board and the Union Symphony Orchestra board, and he is a CPR instructor. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, utilizing a mix of analytical methods and ongoing portfolio monitoring.

Denis Moulton Jr. is a financial advisor with Fifth Third Securities, Inc. in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fifth Third Securities since 2000. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and optional tax-overlay services.

Jeffrey Gagne II is a financial advisor at Truist Advisory Services with Series 66 credentials and a background that includes roles at Truist Investment Services and Truist Bank. Prior to entering the financial industry, he worked at Alice Jules Coffee House. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to a diverse client base, including individuals, corporations, plan sponsors, and charitable organizations. The firm integrates traditional research with AI-enabled tools and offers a range of services including outsourced asset management and fiduciary support.

Terry Estes is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Steward Partners Investment Advisory, LLC, with 26 years of industry experience. He previously worked at Edward Jones for over two decades and has held roles at Freedom Street Partners and Raymond James Financial Services. Outside of his advisory work, he serves as a board member for the Union County Community Shelter, where he organizes fundraising events. Steward Partners Investment Advisory, LLC is a large SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering diverse investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

Colton Clevenger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Bank. He has been associated with East Carolina University since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Jean Elzayek is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at LPL Financial, Gladstone Institutional Advisory, and Householder Group Estate and Retirement Specialists. Outside of his advisory work, he operates an Etsy store specializing in woodturned items. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients, including individuals, trusts, estates, and institutions. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Andrea Hargette is a financial advisor at Fifth Third Securities, Inc. based in Charlotte, NC, holding Series 63 and Series 65 designations with seven years of industry experience. She has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2008. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and a tax-overlay service.

Zachary Farmer is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with The Pinnacle Financial Group and Commonwealth Financial Network prior to joining LPL Financial. Outside of advising, he operated Farmer Painting Plus for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Erin Koch is a financial advisor with LPL Financial, holding the Series 66 designation and two years of industry experience. Her prior experience includes nearly two decades at The Pinnacle Financial Group and two years at Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors.

James Robinson Jr. is a financial advisor with Cetera in Monroe, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera Investment Services LLC and related entities since 2019 and previously held positions at CUNA Brokerage Services, CUNA Mutual Group, and Edward Jones. Outside of his advisory role, he owns and operates JDADDY Hauling, a hauling business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform that includes both affiliated and unaffiliated third-party managers.

Dylan Hales is a Certified Financial Planner (CFP®) with 10 years of industry experience, all of which has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 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.

Richard Croffut is a financial advisor with Edward Jones in Monroe, NC, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2008. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Dale Lehenbauer is a CFP® with 34 years of experience and has been with Raymond James Financial since 2013. His prior roles include positions at Morgan Keegan & Company, LLC and Citigroup Global Markets. He serves on the Finance and Investment Committee of Benton's Crossroads Baptist Church in Monroe, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools, and supports a large advisor network with specialized municipal and SIMPLE IRA services.

John Jacobsen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen operates @NFLscout on Instagram, where he posts football scouting and fantasy football content, and serves as a director of player evaluation, providing scouting reports and recruiting advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs, managed account strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Jessica Rubenstein is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Charles Monnett & Associates for four years and has held roles at Edward Jones since 2021. Outside of her advisory work, she is a consultant for Rodan + Fields, marketing and selling health and beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors.

David Smith is a ChFC® and holds a Series 66 license with Edward Jones, where he has worked since 2009. He has 27 years of industry experience. Outside of his advisory role, he serves as a council member for CHS Union Advisory Council and is on the board of directors for Union Power Cooperative, both located in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated financial services.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Stanley Worrell Jr. is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Bret Alexander is a financial advisor with Mass Mutual Investors Services in Monroe, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Intuitive Compensation Group and Southern Tier Brewing Company, as well as service with the Cabarrus County Sheriff's Office. Outside of his advisory work, he assists clients in obtaining non-variable life insurance, annuity, and disability income products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual engagements to develop recommendations.

Jared Gibson Jr. is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at BMW of Tuscaloosa and Carite of Tuscaloosa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven approaches rooted in diversification principles and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Thomas Donahue is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has held roles at The Pinnacle Financial Group and Commonwealth Financial Network, among others. Donahue is also the treasurer and part-owner of Elite Benefits Group, Inc., a company involved in fixed insurance sales. LPL Financial is a national broker-dealer and registered investment adviser that serves individual and institutional clients through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Timothy Hamilton is a financial advisor with LPL Financial in Monroe, NC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at The Pinnacle Financial Group, Commonwealth Financial Network, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory roles, he is president and part-owner of Elite Benefits Group, Inc., which conducts fixed insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Outside of his advisory work, he is employed part-time as a caddie at Pinehurst Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.