Kevan Breidinger is a financial advisor with Lincoln Investment who holds the Series 66 designation and has 21 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Chase Investment Services Corp., Legend Advisory, LLC, and Ameriprise. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. Its investment approach combines in-house model portfolios, third-party managers, and advisor-led consulting with a focus on serving educators and retirement plan participants.

Jonathan Westbrook is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and has worked in various roles within Truist entities since 2019. Prior to his current advisory position, he worked at Truist Bank and earlier was employed by Jimmy Johns and James Madison University. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.

Gary Collins is a financial advisor at LPL Financial with 33 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining LPL Financial in 2009. Outside of his advisory role, Collins is a business owner of SCM Arms, which holds a federal firearms license to buy, sell, and manufacture firearms. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented through its network of investment adviser representatives.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

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.

Josh Garbert is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Garbert is involved in family entertainment through the organization and administration of Carolina Scale Racing Sports, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm delivers these services through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Katherine Lazo is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in the solar energy and dental industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Wesley Alim is a CFP®-certified financial advisor with 15 years of industry experience, currently with Edward Jones. His prior roles include positions at Morgan Stanley, The Vanguard Group, and Wells Fargo Clearing. He has also worked at several smaller firms and independent ventures. 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 and investment solutions, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branches.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Joseph Marano is a financial advisor at Edward Jones in Matthews, NC, holding a Series 66 designation with 12 years of industry experience, all spent at Edward Jones since 2014. He serves as a board member for Mount Moriah Church's child development center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Salvatore Bria is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with clients to develop sound financial plans aimed at improving their financial futures, supported by Fidelity's client-focused culture and extensive tools and resources. His approach involves collaborating with clients to achieve their financial goals, a process he finds personally satisfying. Salvatore has accumulated extensive experience in the financial services industry, with roles including Wealth Management Advisor at TIAA from 2013 to 2020, Planning and Guidance Consultant at Fidelity Investments from 2011 to 2013, Workplace Consultant at Diversified Investments from 2010 to 2011, Financial Advisor at Valic from 2009 to 2010, and Tax-Exempt Retirement Consultant at Fidelity Investments from 2006 to 2009.

Stacey Pickard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Fidelity in 2025, she worked for the Teachers Insurance and Annuity Association from 2013 to 2024. Outside of her advisory role, she is authorized as a signer for LPD Construction LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving as an advisor to multiple registered investment companies and utilizing systematic methodologies and long-term asset allocation benchmarks.

Alexander Nolan is a CFP® professional with seven years of experience, currently serving at Mass Mutual Investors Services since 2018. His prior experience includes roles at Omnistar Financial Group and MassMutual Life Insurance Co. Outside of his advisory work, he is a partner and CFO of Blue Ridge Acquisition Group, LLC, a real estate business. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and supports various specialized planning programs.

Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Lenora Griffin is a financial advisor with LPL Financial based in Matthews, NC. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Griffin has been with LPL Financial since 2007 and also works with LPL Enterprise LLC. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Nicholas Mason is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. Based in Charlotte, NC, he holds the Series 66 license and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory solutions, including discretionary and nondiscretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kimberly Lafone is a financial advisor at Raymond James & Associates with two years of industry experience. She has been with Raymond James since 2019, following six years at Carolina Asphalt. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary services.

Scott Brooks is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo for four years and has been the owner of Brooks and Associates LLC since 2014. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm primarily uses model-driven investment strategies developed by its Research Department and third-party portfolio strategists.