Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates a DBA under the name Epic Capital Wealth Management in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Max Hockenberry is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations, and has 40 years of industry experience. His prior roles include over three decades at Signator Investors, Inc., and he is a managing partner of Maxworth Consulting Group, LLC, where he works on consulting engagements related to assessing on-call burdens for hospital emergency departments. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies alongside third-party manager options.

Kiana Lopez is an Investment Consultant at Fidelity Investments, a role she has held since 2024. She partners with clients to develop and implement plans aimed at achieving their financial and personal goals, emphasizing understanding clients' priorities to build trust and co-create effective strategies. Kiana has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Central Relationship Manager, and Relationship Manager before her current position. She holds an Arkansas Insurance License. Outside of her professional career, Kiana enjoys activities such as family time, fitness, exploring food, social events with friends, outdoor adventures, and spending time with pets.

Peter Di Blasi is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Equitable Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in fund advisory and delivers model portfolios to intermediary platforms.

Chelsea Emde Gerdine is a financial advisor with Fidelity in Charlotte, NC. She holds the Series 66 designation and has less than one year of industry experience. Prior to joining Fidelity, her work history includes roles in education and various business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a universe of mutual funds, ETFs, and ETPs.

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.

Geoff Coyne is an Investment Consultant at Fidelity Investments. In his role, he assists clients in defining their financial goals and aligning investment strategies with long-term objectives through disciplined, education-based planning. He emphasizes building meaningful relationships to gain a deeper understanding of each client's unique financial goals. Geoff has progressed through several positions at Fidelity Investments, starting as a Financial Services Representative in 2024, moving to Financial Representative from 2025 to 2026, and currently serving as an Investment Consultant since 2026. Outside of his professional responsibilities, Geoff has interests in beach activities, fitness, golf, running, and traveling.

Jeff Fitch is a Financial Consultant currently working at Fidelity Investments since 2021. He has over 15 years of experience in the financial services industry, having held positions at TD Ameritrade as a Senior Financial Consultant from 2013 to 2021 and at AXA Advisors as a Financial Consultant from 2009 to 2013. Jeff focuses on helping clients achieve their financial goals through thoughtful planning and fostering a clear understanding of their priorities. He collaborates with clients to build financial plans that support confident and comfortable investment decisions. Outside of his professional work, Jeff has interests in cars, family activities, fitness, football, golf, and pets.

Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel and Morgan Stanley. 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 through a large network of investment adviser representatives.

Joseph Santos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Robinhood Markets, The Vanguard Group, Lyft, The Fresh Market, and Enterprise Rent-A-Car. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. 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 large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carl Tolson III is a financial advisor with LPL Financial in Lancaster, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. He is currently involved with Founders 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 portfolios, and institutional platforms, supported by various investment strategies and advisor tools.

Benjamin Asseff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

John Hess is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as ownership and leadership positions in multiple tax and accounting firms. Outside of his advisory work, he serves as treasurer for a local church and holds board and trustee roles in community organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining proprietary and third-party strategies, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Laney Savoie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. She previously worked at Brighthouse Financial and Genesee Regional Bank. 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 manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge Investment Research Advisors, he held various roles including positions with the NC GOP and Union County Government. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Robert Legg Jr. is a CFP®-certified financial advisor with Edward Jones in Lancaster, SC, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Legg serves on the Board of Visitors for the University of South Carolina - Palmetto College and is a member of the finance committee at Second Baptist Church, where he also helps oversee Lancaster Christian Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a broad network of advisors and branch offices nationwide.

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.