Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Ameriprise in 2025, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services from 2021 to 2025. He is also the owner of ERC Partners LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a retirement income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with LPL Financial since 2013. Courtright operates under the DBA Epic Capital Wealth Management in Charlotte, NC. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Max Hockenberry is a CFP® and ChFC® with 40 years of industry experience. He has worked at OSAIC since 2018 and previously spent over three decades at Signator Investors, Inc. In addition to his advisory role, he is the managing partner of Maxworth Consulting Group, LLC, where he provides consulting services related to healthcare staffing assessments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

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 credentials and one year of industry experience. His prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and advisory roles with multiple registered investment companies.

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® certificant with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is a member of the finance and investment committee at Benton's Crossroads Baptist Church in Monroe, NC, where he oversees budgeting and monitors spending. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a wide advisor network with specialized programs including municipal and public-finance advisory services.

John Jacobsen is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen runs an Instagram account, @NFLScout, where he posts football scouting and fantasy football content and serves as Director of Player Evaluation, providing football scouting reports and recruiting advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

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 17 years of industry experience. He has held the Series 66 designation and has worked at LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

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, holding Series 63 and 65 designations and bringing 30 years of industry experience. He has worked at LPL Financial and Founders Federal Credit Union since 2018, and previously spent five years at Cetera Advisor Networks LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

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 at Wells Fargo Clearing with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Brighthouse Financial, Genesee Regional Bank, and Wells Fargo Advisors. 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 provides both brokerage and advisory solutions.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. His prior work includes roles with political organizations such as the NC GOP and experience at JAARS Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a variety of portfolio management and platform options.