Wesley Alim is a CFP®-certified financial advisor with 15 years of industry experience, currently with Edward Jones. His prior roles include positions at Morgan Stanley, The Vanguard Group, and Wells Fargo Clearing. He has also worked at several smaller firms and independent ventures. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branches.

Toni Glass is a financial advisor at Edward Jones with two years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in veterinary hospital settings and fitness centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Stacey Pickard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Fidelity in 2025, she worked for the Teachers Insurance and Annuity Association from 2013 to 2024. Outside of her advisory role, she is authorized as a signer for LPD Construction LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving as an advisor to multiple registered investment companies and utilizing systematic methodologies and long-term asset allocation benchmarks.

Angela Wallace is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms, including Avantax Investment Services and Founders Federal Credit Union, and concurrently operates Hess Financial Planning Inc., where she provides financial and tax planning services. Cetera Investment Advisers LLC serves a wide range of clients, offering portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

David Schwarzkopf is a CFP® professional with 26 years of experience in the financial industry, currently serving at Fidelity. His career includes multiple roles within Fidelity Investments since 2010, with earlier experience at Truist Investment Services, BB&T Asset Management, and Ernst & Young Investment Advisers. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Richard All is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TIAA-CREF and TD Ameritrade. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment vehicles.

Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

Joseph Santos is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Robinhood Markets, The Vanguard Group, Lyft, The Fresh Market, and Enterprise Rent-A-Car. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Carl Tolson III is a financial advisor with LPL Financial in Lancaster, SC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include work at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. He is currently involved with Founders Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various investment strategies and advisor tools.

John Hess is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His background includes roles at Avantax Advisory Services and Avantax Insurance Agency, as well as ownership and leadership positions in multiple tax and accounting firms. Outside of his advisory work, he serves as treasurer for a local church and holds board and trustee roles in community organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining proprietary and third-party strategies, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Laney Savoie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. She previously worked at Brighthouse Financial and Genesee Regional Bank. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Shaneyfelt is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cambridge Investment Research Advisors, he held various roles including positions with the NC GOP and Union County Government. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Robert Legg Jr. is a CFP®-certified financial advisor with Edward Jones in Lancaster, SC, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Legg serves on the Board of Visitors for the University of South Carolina - Palmetto College and is a member of the finance committee at Second Baptist Church, where he also helps oversee Lancaster Christian Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a broad network of advisors and branch offices nationwide.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Drake Hess is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Cetera. He has held roles at Avantax and Founders Federal Credit Union and also operates Hess Financial Planning Inc and Hess Tax & Accounting Group LLC, providing tax and accounting services. Additionally, he serves as treasurer for the Moriah Baptist Association. Cetera Investment Advisers LLC is a large SEC-registered advisory firm with over 10,000 advisors, offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management and financial planning services.

Amber Mccormick is a financial advisor at Fidelity with 23 years of industry experience and holds a Series 66 designation. She has worked at various Fidelity entities since 2003, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model offerings.

David Hamrick is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colby Wallace is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and is also involved with Hess Financial Planning Inc., where he provides financial services. Additionally, he works with Hess Tax and Accounting LLC, preparing tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary arrangements.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Osaic Institutions, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as head soccer coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 38 years of industry experience. He has been with Cambridge since 2009 and serves as an associate pastor and music ministry assistant at Christ Lutheran Church. He is also a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary and serves as a supply pastor and musician for churches in North Carolina and South Carolina. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.