Benjamin Woodall is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Fifth Third Bank for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Geoffrey Kemble is a CFP® with 26 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Kemble serves on the Board of Managers for the local Brace YMCA and is a board member of the Owners Association of Plantation Office Park in Matthews, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, with services that include financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Jonathan Chow is a financial advisor with Edward Jones in Wesley Chapel, NC. He holds the ChFC® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions with the Charlotte Surgery Center and the Charlotte-Mecklenburg Police Department. He serves as a Reserve Deputy with the Mecklenburg County Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Peter O'Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Navex Global and has engaged in entertainment work as a performer with Show Creators Incorporated, appearing as a rolling robot character at events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized manager solutions team.

Tanner Trites is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and Walker and Associates with Ameriprise Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.

Zachary Hayes is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2016, initially serving as a Financial Consultant before his current appointment. Prior to joining Fidelity, Zachary worked as an Investment Consultant at TD Ameritrade from 2013 to 2016 and as a Financial Advisor at E Trade Capital Management from 2006 to 2013. Zachary specializes in educating and preparing clients for significant financial decisions by leveraging his education, experience, and the resources available through Fidelity. He possesses a comprehensive understanding of financial markets and investment products, enabling him to simplify complex financial concepts for his clients. His expertise spans various investment strategies, which he applies to assist clients with diverse financial situations. Outside of his professional work, Zachary engages in family activities and enjoys fishing, fitness, hiking, movies, and parenthood.

Helida Bulding is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017, following a 13-year tenure at HSBC Bank USA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Jeffrey Rao is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Strategic Advisers, Inc. and Fidelity Personal and Workplace Advisors prior to his current role. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios built from a broad range of mutual funds, ETFs, and ETPs.

Richard Croffut is a financial advisor with Edward Jones in Monroe, NC, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2008. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

James Ellison is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge since 2022 and has prior experience with Anthony & Sylvan and S&L Windows & Doors. Ellison is also president of JLT Associates LLC, an independent advisory practice. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple platform options.

Jeremiah Fitzpatrick is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ameriprise since 2005. Outside of his advisory role, Fitzpatrick is involved in real estate investment through multiple LLCs and occasionally participates in poker tournaments. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

Sean Martin is a financial advisor at Edward Jones in Charlotte, NC, holding CFP® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,100 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Ben Hollis is an Investment Consultant at Fidelity Investments, where he assists clients in designing and executing financial plans aimed at helping them achieve their goals. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to Investment Solutions I, and currently holding the position of Investment Solutions II from 2023 to 2026. Ben's professional experience at Fidelity Investments encompasses client relationship management and investment consulting, providing him with a comprehensive understanding of financial planning and investment solutions. His work focuses on aligning client objectives with appropriate financial strategies. No information about Ben's education, credentials, personal interests, or community involvement has been provided.

Richard All is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TIAA-CREF and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Jonathan Johnston is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Duke Energy for 38 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Andrew Wood Jr. is a CFP® professional with 39 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Cambridge Investment Research Advisors, Capital Guardian Wealth Management, and Mutual Service Corporation. Outside of advising, he maintains a role in non-variable insurance. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brandon Martin is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial plans tailored to their goals. He leverages his experience to help clients navigate various life stages and work toward improved financial outcomes. Brandon has been with Fidelity Investments since 2021, progressing through roles from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2024. His background includes identifying opportunities to strengthen financial plans and providing ongoing support to clients. Outside of his professional role, Brandon enjoys activities such as board games, bowling, hiking, playing instruments, and traveling.

Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he operates a DBA under the name Epic Capital Wealth Management in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational tools including machine learning.

Max Hockenberry is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations, and has 40 years of industry experience. His prior roles include over three decades at Signator Investors, Inc., and he is a managing partner of Maxworth Consulting Group, LLC, where he works on consulting engagements related to assessing on-call burdens for hospital emergency departments. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various tools and offers discretionary and advisor-managed strategies alongside third-party manager options.

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.