Ryan Meiser is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor and Financial Advisor Intern at Edward Jones Investments from 2007 to 2010. With over 15 years of experience in the financial industry, Ryan helps clients grow and protect their wealth, make sound investment decisions, and simplify their financial lives. He leverages his understanding of Fidelity's broad platform of resources to assist clients in creating personalized financial plans. Outside of his professional work, Ryan has interests in boating, parenthood, reading, running, and soccer.

La Teesha Mc Cullough is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at LPL Financial, Fifth Third Bank, and Chase Bank. Outside of her advisory role, she is the owner of Swole and Whole, LLC, a retail ecommerce business focused on athletic apparel, though she is currently not active in merchandise sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kevin Fogg is a financial advisor at Fidelity with Series 63, 65, and 66 licenses and four years of industry experience. He has previously worked at The Vanguard Group, Inc. and Cardinal Financial, among other firms, and has a background that includes 14 years at Macy's Inc. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its advisory roles to multiple registered investment companies and its application of AI in research.

Joseph Russell is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and one year of industry experience. His prior work history includes roles at DoorDash, New York Life, and Facet Construction. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through program sponsors and endorsed third-party managers.

Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.

Bart Knight is a financial advisor at Edward Jones in Davidson, NC, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Lowes Home Improvement for 18 years and has been involved with TimberEdge Designs LLC since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the nation.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Regal Securities, LPL Financial, and NewBridge Financial Services Group. He is also a senior advisor at Rosso Financial Group, where he is involved in sales and account management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and reported over $256 billion in assets under management across more than 10,000 advisors.

Richard Tetzlaff is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he serves as a member of the Parks & Recreation Committee for the Township of Ferguson in State College, PA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Damion Carufe is a financial advisor with Morgan Stanley in Mooresville, NC, holding Series 63 and Series 65 registrations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and prior experience at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities from 2008 to 2020. He also serves as a trustee in a trust-related role. Morgan Stanley Wealth Management offers a broad range of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Johnny Coble Jr. is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC, and serves as an executor and trustee for family estate-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory, financial planning, and retirement plan consulting services through a large network of advisors and extensive research resources.

Elizabeth Frederick is a financial advisor at Fidelity with seven years of industry experience. Her background includes roles at Merrill, Wells Fargo Clearing, Keller Williams Lake Norman Realty, and L'BRI Pure and Natural. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Michael Ayotte is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and four years of industry experience. His background includes roles at Primerica Financial Services, Lawing Matthews & Company, and several other companies. Outside of financial advising, he owns two small businesses, Eagle's Nest Custom Creations and Ayotte Accounting, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and provides custody and trade execution support through Pershing and BNY Mellon Advisors.

Melissa Carlson is a CFP® with 25 years of industry experience and has been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Cornelius, NC. Outside of her advisory work, Carlson speaks to churches, community groups, and business professionals on topics such as belief and mindset, execution, delegation, and success journeys. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

David Ozga is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial plans through both direct client relationships and corporate agreements.

Joshua Schrock is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at W&S Brokerage, Western and Southern Life, Woodmen Life, and over a decade at Strawbridge Studios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by proprietary and third-party research.

Norris Woody Jr. is a financial advisor with Equitable Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors since 1997, previously associated with Axa Advisors, LLC during the same period. Woody serves on the High Point University Alumni Association Board of Directors and is involved with the Lambda Chi Alpha fraternity chapter at High Point University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Joseph Small is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through several roles including Financial Consultant, Investment Consultant, Relationship Manager, Investment Solutions, and Premium Relationship Associate. His experience encompasses various aspects of financial planning and investment consulting. Joseph is dedicated to collaborating with clients to build customized financial plans that align with their priorities. He emphasizes educating clients, reviewing multiple approaches, and tailoring financial strategies to individual situations. Prior to joining Fidelity, he gained experience through internships at IronGate Partners and Fidelity Investments. Outside of his professional work, Joseph is interested in family activities, outdoor adventures, and parenthood.

Raymond Mones is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2008. 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 variety of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Scott Shepherd is a financial advisor with Osaic Wealth, Inc. based in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining Osaic in 2023, he worked for Fsc Securities Corporation for 31 years. Shepherd is also licensed as an insurance agent, selling fixed annuities and fixed life insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and various investment products, along with third-party managed account solutions and retirement plan consulting.

Darcy Ridge is a financial advisor with Robert Baird & Co. in Davidson, NC, holding Series 65 and Series 63 licenses and having three years of industry experience. Prior to joining Baird in 2025, Ridge worked at Mass Mutual Investors Services, Hornor, Townsend & Kent, The Penn Mutual Life Insurance Company, and Vineyard Wealth LLC. Outside of advisory work, Ridge teaches a weekly 45-minute cycle class at the YMCA of Greater Charlotte and has been a Rodan & Fields consultant since 2014. Ridge is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients through a variety of financial planning and investment management services. Baird employs a combination of SMA strategies, overlay management, tax management, and manager monitoring supported by internal research and technology, managing approximately $394 billion in regulatory assets as of December 31, 2025.