Marc Blount is a financial advisor at Fidelity with the designations ChFC® and Series 63, and 25 years of industry experience. He worked at TIAA from 2002 to 2025 before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios of mutual funds, ETFs, and ETPs.

Katie Fitzpatrick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. She has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. Her work focuses on helping clients simplify their finances and develop well-designed financial strategies. She assists with planning for retirement, building wealth, and creating security for loved ones, aiming to provide clarity and confidence as clients work toward their financial goals. Outside of her professional role, Katie enjoys fitness, running, puzzles, exploring food, and spending time at the lake.

Matthew Ferrara is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Service Logic. Ferrara is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including financial planning services supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Joshua Regnaud is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Bank of America and Merrill. Regnaud serves as an officer and advisory board member of the Regnaud Family Foundation, a community organization based in Charlotte, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.

Joy Clary is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 designations and 28 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Williamson Wealth Group. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships and also serves municipal clients with public-financing and investment banking capabilities.

Mary Haney is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior roles include positions at The Vanguard Group, State Farm, and involvement with Clemson University Athletics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Bailey Bartee is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, Bartee worked within Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2019. Outside of advisory work, Bartee serves as the Endowment Committee Chair at SouthPark United Methodist Church, where involvement includes discussing investment performance and church building projects. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and comprehensive financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations through a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Steve Worthy is a financial advisor at OSAIC based in Charlotte, NC, holding CFP® and ChFC® designations with 46 years of industry experience. He has worked at Signator Investors, Inc. for 38 years and has been involved with Maxworth Consulting Group, LLC since 2006, where he manages consulting services related to compensation strategies for emergency department medical staff. Worthy has also worked in fixed insurance since 2018. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through an extensive network of financial advisors. The firm employs proprietary asset-allocation tools and supports a variety of investment products and managed account solutions.

Vance Hodges is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Bank of America. Outside of his advisory role, he is a partner in BaHoNC LLC, a real estate-related business in North Carolina. 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 processes and proprietary tools.

James Copley is a financial advisor with Ameriprise Financial Services LLC in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement-income recommendation reports and ongoing planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Desiree Dufresne is a financial advisor with Edward Jones in Matthews, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she owns and maintains a rental property in Matthews, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.

Martha Catt is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2024. In addition to her advisory role, she is involved with Catt Wealth Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Anupama Brookins is a CFP® professional with eight years of experience, currently serving at Cambridge Investment Research Advisors. Prior to her advisory role, she worked at Cisco Systems and operates Brookins Consultancy, providing analytics and customer insight services. She also holds adjunct faculty positions in marketing and computer science/statistics at universities in North Carolina and India, and teaches oil painting and tutors high school mathematics. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Ryan Rump is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, LLC, Florida Financial Advisors DBA Tristate Financial Advisors, and Northwestern Mutual. Before entering the financial industry, he worked in various fields including the food service industry and education. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting through a range of services including wrap fee programs and institutional consulting, serving clients from individuals to public and governmental entities.

Jennifer Malaney is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017, following nine years at Merrill Lynch. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program, serving individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, and maintains capabilities in public finance and institutional consulting.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

John Ciesla is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Private Client Resources, Greenwich Associates, Rockit Solutions, and the University of Connecticut. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

James Harris Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 63 designation and bringing 49 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he serves as an officer at Revenant Investment Partners L.P., a healthcare-focused firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and the Global Investment Committee’s research.

Mary Fernandez is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.