Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Matthew Durnan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, with prior experience at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

De Wayne Venzen is a financial advisor with Edward Jones in Mooresville, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves in the U.S. Army Reserve and is also involved in music. 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 and investment solutions, supported by a large national network of financial advisors and branch offices.

Christopher Bice is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include 14 years at Sagepoint Financial, Inc. and one year at OSAIC. He is also a head coach at Brawley IB Middle School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a large national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various portfolio management strategies.

Michael Pappas is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at Vanguard Advisers and affiliated Vanguard entities for five years. Outside of his advisory roles, he was involved with At The Neck Apparel from 2020 to 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a centralized operational structure.

Caroline Collins is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Glenn Slezak is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including ResiCentral, Homepoint Financial, Oxford Solutions, and Allen & Newman, PLLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Michael Klenck is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. His prior work includes roles at VOYA Financial Advisors and Retirement Income Advisors, Inc. He also operates REH Wealth, a financial services business, and works as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform supporting various investment strategies and program structures.

James Fill is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, focusing on a collaborative approach that considers each client's full financial picture, risk tolerance, liquidity needs, and long-term objectives. James has expertise in corporate executive services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Ohio State University. In addition to his professional work, James participates in community volunteer activities in line with Merrill’s tradition. His personal interests include baseball, basketball, football, golfing, pickleball, and spending time with his family.

Steven Looser is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2008 and holds Series 63 and Series 66 designations. He operates under the business name The Looser Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management alongside model portfolios and research support.

Teresa Chapman is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery tools and proprietary investment models.

Thomas Oddo is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1991 and has operated Oddo Financial Services since 2005. In addition to his advisory work, he serves as a professor at Davidson College. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

John Kershner is a financial advisor at Fidelity with 17 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at LindenThomas Company, Grow Local, and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures and model portfolios.

David Crosland IV is a Series 66-registered financial advisor with Morgan Stanley, based in Cornelius, NC. He has five years of industry experience, having worked at Bank of America from 2015 to 2020 before joining Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Bryan Sherrill is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he serves as Treasurer and Deacon at Diamond Hill Baptist Church and teaches at Rowan-Cabarrus Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Jonathan Malcolm is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Raymond James, he held roles at firms including Daly Seven, Inc. and Vincent Valuations, and was involved with the YMCA of the Triangle. He is also associated with Elmore Financial Group, Inc., a support company based in Denver, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals through risk profiling and analytical tools, supporting a large network of advisors and affiliated firms.

Keith Smithers is a financial advisor at Morgan Stanley with 40 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as a board member of Patrick's Purchase POA, a community organization. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct individual plans and corporate financial planning agreements.

Vachel Pennebaker is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and having three years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., and Florida Financial Advisors, along with several positions outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.