Mark Benenati is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. He currently assists clients in understanding their benefits and provides expert guidance in benefits planning. Mark joined Fidelity Investments in 2021 as a Workplace Planning Consultant and transitioned to his current role in 2026. His experience focuses on workplace benefits and planning solutions. Outside of his professional work, Mark enjoys camping, hiking, watching movies, and playing table tennis.

William Fisher is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 designations. Fisher operates his own wealth management business under the name Fisher Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Jeffrey Blaser is a CFP® professional with 35 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Burlington, NC. His career includes multiple tenures at Raymond James and a five-year period at Commonwealth Financial Network. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Josiah White is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Graham, NC. He has nine years of industry experience, including a prior role with North Carolina State University Recreation. 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 strategies, supported by a nationwide network of financial advisors and branch offices.

Kacie Loye is a financial advisor at Edward Jones in Burlington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in various roles including positions at Lomax Construction Inc and Leeper, Kean & Rumley LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices.

Matthew Garcia is a CFP®-certified financial advisor with five years of industry experience, currently with LPL Financial since 2024. Prior to joining LPL, he worked at The Vanguard Group for three years and has a background that includes roles at Northwestern Mutual and various positions linked to Western Carolina University. Outside of his advisory career, he is a business owner of a local lawn care company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

John Wagner is a CFP®, ChFC®, and Series 66-licensed advisor with Edward Jones, where he has nearly 10 years of experience. He has been with Edward Jones since 2016 and is based in Mebane, NC. Outside of his advisory role, he owns land used as a timber farm in Efland, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Logan Sharpe is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TIAA and TIA-CREF for eight years before joining LPL Financial in 2018. Outside of his advisory role, Sharpe serves as a board member for The Burlington School and works as a spin class instructor. 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 advisory representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from multiple sources.

Michael ODowd is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solid plans to work toward their financial goals. Michael has held multiple positions at Fidelity Investments, including Benefits & Planning Consultant since 2025, Workplace Planning Consultant from 2022 to 2025, College Planning Specialist in 2022, and Customer Relationship Advocate from 2021 to 2022. His experience spans various aspects of financial planning and client relationship management. Outside of his professional work, Michael enjoys activities such as beach outings, bowling, comedy, hiking, movies, and outdoor adventures.

Culbert Mclean Jr. is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory role, he serves as Director and President of the Pinecrest Country Club, a nonprofit private country club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

James Capps IV is a financial advisor at Merrill with three years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Bank of America, and Jos. A. Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies supported by its internal Chief Investment Office and third-party managers.

Stephanie Davis is a financial advisor with Edward Jones in Burlington, NC, holding a Series 66 designation and six years of industry experience. Her prior work includes positions at Kayser Roth, Randstad, Wayfair LLC, and American National Bank and Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Curtis Conover is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds the Series 66 designation and has been with UBS since 2001. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Ryan Kasten is a financial advisor with MML Investors Services, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Kasten is based in Hillsborough, NC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual financial planning engagements supported by firm-approved analytical tools and a variety of investment strategies, with optional implementation through separate brokerage or insurance arrangements.

Jill Middleton is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2016, with a five-year period at Commonwealth Financial Network in between. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work through its affiliation with a municipal advisor.

Timothy Bolinger is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

Betty Andrews is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Timothy Hinton is a financial advisor with Thrivent Investment Management in Mebane, NC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior positions include roles at First Citizens Bank and PNC Bank. Outside of his advisory work, he is a master instructor at a karate school he co-runs with his wife, teaching self-defense classes to children and adults. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering both one-time and ongoing planning engagements focused on comprehensive, goal-based analyses across various financial topics.

Charles Morgan is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Larry Ware is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 28 years of industry experience. His prior work includes roles at Avantax Investment Services, IFG Advisory, and LPL Financial. He is a member of the advisory board for the local Salvation Army chapter. Ware also operates BGLW LLC, doing business as Envision Wealth Partners, where he provides investment advice to clients focused on retirement planning, college funding, income management, and debt control. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a large nationwide network of advisors and provides access to various investment strategies and third-party managers.