Robert Young is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Connor Pridnia is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at Bluestone Financial Advisors and Raymond James Financial Services Inc. Outside of his advisory role, he is associated with Bluestone Financial, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Kelly Barnett is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Kelly worked at Bank of America and Bank of America Merchant Services. Outside of financial advising, Kelly assists families as a Disney Destination Specialist, helping to book and plan Disney vacations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Leslie Wilson is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Charles McClure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2019, he worked for Ameriprise Financial Services for 14 years. He is also involved with McClure Investment Company, a real estate investment business. 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. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary portfolio management supported by research and technology tools.

Jennifer Pelon is a Series 66-registered financial advisor with Raymond James & Associates, bringing seven years of industry experience. Her prior roles include positions at Fountain Group and the 6th Judicial Circuit of Pinellas County. She has been with Raymond James & Associates since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional and pension plans, and municipal entities, offering financial planning, advisory programs, and institutional consulting through multiple portfolio management strategies.

Dawn Christopher is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2009, including her current role at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been associated with Primerica Advisors since 2017, including its affiliated Primerica Financial Services, and also has experience in other business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custodial services.

Jennifer Smith is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her career includes roles at Traverse Partners, Greerwalker Wealth, and Thrivent Financial. Outside of her advisory work, she serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based financial analyses and planning without discretionary trading authority, focusing on topics such as retirement, tax, estate, and special needs planning.

Avtandil Surmava is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked exclusively within JP Morgan entities since 2015. Outside of his advisory role, he is an owner and partner of a real estate business, Naz Properties LLC, which serves as his primary residence. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large institutional advisory operations with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice and customized reporting through a centralized due-diligence framework.

Daniel Szudzik is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Steven Studebaker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked for IC Advisory Services Inc. and The Investment Center Inc. for 15 years each. 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 and financial planning services, including discretionary and non-discretionary management supported by research and model portfolios.