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 with Fidelity, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been associated with various divisions within Fidelity since 2012. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

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.

Summer Sneed is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has been associated with Raymond James Financial Services, Inc. since 2022. Outside of her advisory role, she is involved with Gaskin Asset Management, LLC, a non-investment-related support company based in Charlotte, NC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling.

Marjori Brown is a financial advisor at Morgan Stanley in Charlotte, NC, with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Rockefeller Financial LLC, Barings LLC, and Wells Fargo Securities. Outside of her advisory work, she is employed as a sales associate at Anthropologie. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm employs a structured planning process using approved tools and market models, managing approximately $2.74 trillion in client assets.

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.

Nicole Blumenthal is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns a business related to art and culture in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its services.

Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of his advisory role, he owns a real estate business, ERC Partners LLC. Ameriprise provides retirement-income planning services targeting clients with substantial investable assets, combining research-driven, model-based recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with LPL Financial since 2013. Courtright operates under the DBA Epic Capital Wealth Management in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Max Hockenberry is a CFP® and ChFC® with 40 years of industry experience. He has worked at OSAIC since 2018 and previously spent over three decades at Signator Investors, Inc. In addition to his advisory role, he is the managing partner of Maxworth Consulting Group, LLC, where he provides consulting services related to healthcare staffing assessments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

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.

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 credentials and one year of industry experience. His prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and advisory roles with multiple registered investment companies.

Dale Lehenbauer is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is a member of the Finance and Investment Committee at Benton's Crossroads Baptist Church, where he helps produce and oversee the budget. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by extensive research and a broad affiliate network.

Christopher Ekstrom is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes roles at Bank of America, FIFTH THIRD BANK, and Oneamerica Securities. Outside of advisory work, he assists his wife with her sales business through Lil & Clem Sales, LLC. Merrill provides managed account services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Mark Greer is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services alongside its retail advisory offerings.

Robert Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of personalized advice and corporate financial planning agreements.

John Jacobsen is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen runs an Instagram account, @NFLScout, where he posts football scouting and fantasy football content and serves as Director of Player Evaluation, providing football scouting reports and recruiting advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of 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.