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 with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third‑party sources.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been associated with Primerica Advisors since 2017 in various roles and is also involved with Tech USA LLC. Outside of advisory work, he engages in the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution through established custodians, focusing primarily on individual investors rather than institutional or pension clients.

Jennifer Smith is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding Series 63 and Series 66 credentials and 17 years of industry experience. Her prior work includes roles at Traverse Partners, Kelly Jones - Thrivent, and Greerwalker Wealth. She serves as a council member for Restoring Hope Foursquare Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and planning without discretionary account management. The firm’s services include a consolidated billing option combining planning with managed accounts, emphasizing periodic reviews of recommendations delivered by its network of Financial Advisors.

Avtandil Surmava is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with J.P. Morgan entities since 2015. Outside his advisory role, he is an owner and partner of Naz Properties LLC, a real estate business used as his primary residence. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence and incorporates ESG eligibility frameworks, supported by affiliated implementation and portfolio services.

Daniel Szudzik is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with LPL Financial, where he has worked since 2012 with a five-year period at Merrill in between. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining a large network of advisors with various investment options and operational support tools.

Steven Studebaker is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at IC Advisory Services Inc., The Investment Center Inc., Next Financial Group, Inc., and FFP Advisory Services Inc. Outside his advisory role, he is involved in a real estate rental business in Hendersonville, NC. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.