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.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Drake Hess is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Avantax Insurance Services and Avantax Investment Services, as well as managing his own firms, Hess Financial Planning Inc and Hess Tax & Accounting Group LLC. Outside of his advisory work, he serves as treasurer for the Moriah Baptist Association, overseeing budgeting and financial reporting. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and access to third-party money managers, supporting both discretionary and non-discretionary investment strategies.

Jack Fischer is a Planning Consultant at Fidelity Investments, where he develops personalized financial plans and investment strategies tailored to clients' life goals. He has been with Fidelity Investments since 2021, progressing through roles including Benefits and Planning Consultant, Investment Solutions Representative in various capacities, and Customer Relationship Advocate. Prior to joining Fidelity, Jack worked as a Research Analyst at Fischer Investment Group in 2018 and 2020. His experience spans financial planning, investment solutions, and client relationship management. Outside of his professional work, Jack has interests in fitness, golf, and reading.

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.

Amber Mccormick is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked with Strategic Advisers, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios delivered to intermediary platforms.

Ryan Lightfoot is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with J.P. Morgan entities since 2014, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

David Hamrick is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 and a nationwide network of more than 23,700 financial advisors. The firm 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.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. 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 more than 23,700 advisors nationwide.

Marc La Vigne is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 25 years of industry experience. In addition to his advisory role, he is involved as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Glen Viditz Ward is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent. Ward is president of Viditz-Ward Financial Services Inc., a separate financial services entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent advisors, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Colby Wallace is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and is also involved with Hess Financial Planning Inc., where he provides financial services. Additionally, he works with Hess Tax and Accounting LLC, preparing tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary arrangements.

Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Metlife Investors Distribution Company, Equitable Advisors, and Osaic Institutions. Outside of his advisory work, he serves as head coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. 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.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Corey Myers is a CFP®-certified financial advisor with 12 years of industry experience, currently with LPL Financial in Charlotte, NC. His prior experience includes roles at OSAIC, Securities America Advisors, IFG Advisory, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.