Kelli Fountain is a financial advisor with Ameriprise in Matthews, NC, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill for 16 years before joining Ameriprise in 2022. Outside of her advisory role, she serves as a Client Relationship Manager at Dilworth Management Group LLC, supporting Global Rock WM clients operating as a franchise under Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Peter Di Blasi is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Equitable Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in fund advisory and delivers model portfolios to intermediary platforms.

Chelsea Emde Gerdine is a financial advisor with Fidelity in Charlotte, NC. She holds the Series 66 designation and has less than one year of industry experience. Prior to joining Fidelity, her work history includes roles in education and various business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a universe of mutual funds, ETFs, and ETPs.

Dale Lehenbauer is a CFP® with 34 years of experience and has been with Raymond James Financial since 2013. His prior roles include positions at Morgan Keegan & Company, LLC and Citigroup Global Markets. He serves on the Finance and Investment Committee of Benton's Crossroads Baptist Church in Monroe, NC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools, and supports a large advisor network with specialized municipal and SIMPLE IRA services.

Stephanie Bailey is a financial advisor with LPL Financial holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL in 2025, she worked at Next Financial Group Inc for 19 years and FFP Advisory Services Inc for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management solutions, including third-party asset management and institutional platforms.

John Jacobsen is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen operates @NFLscout on Instagram, where he posts football scouting and fantasy football content, and serves as a director of player evaluation, providing scouting reports and recruiting advice. 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 offers a range of advisory programs, managed account strategies, and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

April Martin is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Her career includes a period of extended travel and time as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Geoff Coyne is an Investment Consultant at Fidelity Investments. In his role, he assists clients in defining their financial goals and aligning investment strategies with long-term objectives through disciplined, education-based planning. He emphasizes building meaningful relationships to gain a deeper understanding of each client's unique financial goals. Geoff has progressed through several positions at Fidelity Investments, starting as a Financial Services Representative in 2024, moving to Financial Representative from 2025 to 2026, and currently serving as an Investment Consultant since 2026. Outside of his professional responsibilities, Geoff has interests in beach activities, fitness, golf, running, and traveling.

Elizabeth Younts is a financial advisor at LPL Financial with six years of industry experience. She holds a Series 66 designation and has previously worked at Sterling Financial Group, Commonwealth Financial Network, Lincoln Investment, USI Insurance Services, and Wells Fargo Insurance Services. Outside of her advisory work, she is a trustee for a family member's trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeff Fitch is a Financial Consultant currently working at Fidelity Investments since 2021. He has over 15 years of experience in the financial services industry, having held positions at TD Ameritrade as a Senior Financial Consultant from 2013 to 2021 and at AXA Advisors as a Financial Consultant from 2009 to 2013. Jeff focuses on helping clients achieve their financial goals through thoughtful planning and fostering a clear understanding of their priorities. He collaborates with clients to build financial plans that support confident and comfortable investment decisions. Outside of his professional work, Jeff has interests in cars, family activities, fitness, football, golf, and pets.

Gary Chmielewski is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held positions at Raymond James Financial, Raymond James & Associates, and Wells Fargo Clearing. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel and Morgan Stanley. 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 a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Liz Brown is an Executive Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop financial plans that align with their goals and incorporate their workplace benefits. She emphasizes maintaining adaptable plans that respond to changes in clients' lives and objectives. With nearly 17 years of experience in the financial industry, Liz has held various roles including Benefits and Planning Consultant, Executive Services at Fidelity Investments from 2021 to 2025, Centralized Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments from 2015 to 2018. Her career also includes positions at BB&T Securities, Vanguard, and other financial institutions. Liz holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys fitness, social events with friends, parenthood, and running.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. 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 a large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randolph Jackson Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Outside of his advisory role, he works part-time as a delivery employee for DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Arthur is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation. He has three years of industry experience and has worked within education and religious organizations, including roles with Union County Public Schools and Fort Mill Church of God. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

Laney Savoie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. She previously worked at Brighthouse Financial and Genesee Regional Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge Investment Research Advisors, he held various roles including positions with the NC GOP and Union County Government. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.