Benjamin Johnson is a CFP® professional with 15 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Edward Jones for 14 years. Outside of his advisory work, he is involved in agricultural activities through a family limited partnership. 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, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance work through a unique affiliation, along with specialized programs like SIMPLE IRA Employer Advisory & Consulting Services.

Ryan Bloom is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 19 years of industry experience. His prior work includes roles at Edward Jones, Cenacle Partners, and Morgan Stanley & Co. LLC. Bloom is also a board member and head of the finance committee for The Christian Mission, a nonprofit organization. Raymond James provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, and institutions. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Christopher Diskin is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Edelman Financial Engines, LPL Financial LLC, TIAA, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kurt Engelhardt is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, TIAA-CREF, and PNC Investments. Kurt is also a commissioned notary in Mooresville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors, offering a range of financial planning, portfolio management, and institutional services.

Jennifer Astles is a financial advisor with Raymond James Financial in Concord, NC, holding Series 63 and Series 66 designations. She has 20 years of industry experience, including 13 years at Wells Fargo Advisors and over six years with Raymond James and Pinnacle Bank/Pinnacle Financial Partners. Astles also works as an associate at Pinnacle Asset Management, supporting financial advisors and client services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and models to support client goals, and maintains specialized programs in municipal and public finance as well as employer retirement plans.

Ethan Buysse is affiliated with Wells Fargo Clearing and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2021 and has prior experience at Domino’s, Sam’s Club, and BJ’s Wholesale Club. Outside of his advisory role, he works as a delivery driver for Amazon Flex and a rideshare driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory.

Barrett Brooks is a CFP® and Series 63 credentialed financial advisor with 19 years of industry experience. He currently works at Fidelity Investments and has previously been employed by The Vanguard Group Inc. and Linden Thomas & Company Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Angela Childers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at Merrill from 2001 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bryan Stanfill is a financial advisor at OSAIC with 39 years of industry experience. He holds the ChFC® designation and is licensed with Series 63, 65, and 66. Prior to joining OSAIC in 2024, he spent 22 years at Triad Advisors, Inc. He is president of Financial Strategies of Lake Norman Inc., a family business focused on retirement and estate planning, asset protection, and tax planning. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk tolerance and rebalancing tools.

Raja Abou Reslan is a CFP® and CFA® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. He holds a Series 66 license and is based in Concord, NC. 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 nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Brandon Whelan is a CFP®-designated financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing Services, LLC since 2022. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2022, and at LPL Financial from 2016 to 2018. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment solutions.

Garrick Becker is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he partners with local Financial Consultants to engage clients in meaningful planning, aiming to align resources to support clients as they work towards their financial goals and desires. Becker has been with Fidelity Investments since 2007, holding various positions including Assistant Branch Leader, Retirement Relationship Manager, Retirement Solutions Manager, Premium Relationship Associate Manager, Facilitator, Premium Relationship Associate, and Financial Representative. This progression reflects his extensive experience within the company and his involvement in different facets of financial services and client relationships. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Mark Thomas is a financial advisor with Cambridge Investment Research Advisors in Concord, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior experience includes roles with Cambridge Investment Research, Inc., OneAmerica Securities, American United Life, W&S Brokerage Services, and Western Southern Life. He is a board member of the Cabarrus Area Crime Stoppers. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of Financial Professionals and managing a multi-billion dollar asset base across multiple platforms and custodians.

Richard Johnson is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Sagepoint Financial, Inc. and several related firms prior to joining OSAIC in 2023. Johnson also serves as a FINRA arbitrator and owns Intrepid Advisor Resources, through which he manages compliance and supervises multiple registered representatives. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and utilizing a complex affiliate network and private-equity ownership.

Danny Rodriguez is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2007 and has additional experience with Primerica Financial Services dating back to 2006. Rodriguez is the owner of AIKI Associates LLC, an investment-related business associated with Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 credentials and bringing 24 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill as well as work as a self-employed author and lecturer. He is also currently affiliated with Costco. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

William Rankin is a financial advisor with Thrivent Investment Management in Concord, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior work includes roles at Robinhood Financial, Equitable Advisors, and MassMutual. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm offers planning engagements as either one-time or ongoing relationships and combines planning with managed-account programs through a consolidated billing option called “WealthPlan.”

Stephen Kidd is a financial advisor with LPL Financial in Salisbury, NC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services for 12 years and Edward Jones for 4 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Powell is a Series 66-licensed financial advisor at Thrivent Investment Management with experience beginning in 2026. Prior to joining Thrivent, he worked in motorsports, including positions at Joe Gibbs Racing and Richard Childress Racing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering one-time or ongoing financial planning without discretionary trading authority. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Chase Weichman is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with executive clients to optimize their benefits and develop comprehensive wealth planning strategies across multiple areas. Chase has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Consultant and Benefits Planning Consultant. Prior to that, he was a Financial Professional at AXA Advisors from 2017 to 2019. He holds a California Insurance License to support his work. Outside of his professional responsibilities, Chase engages in camping, fitness, football, social events with friends, and traveling.