Ryan Rescigno is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he has held positions at organizations including Spring Valley Country Club and Clemson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Honeycutt is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Passport Labs, Inc. and SPX Flow. 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 under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

David Belinkie is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services and Mass Mutual Financial Group since 2003. Outside of his advisory role, he is also licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual planning relationships with clients.

Christina Mehltretter is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and previously worked at Ernst & Young for eight years. Christina is based in Indian Land, South Carolina. 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 brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Mark Esposito is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and Bank of America. In addition to his financial career, he serves as an intelligence analyst with the United States Air Force. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Nick Mucci is the Vice President and Branch Leader at Fidelity Investments, where he leads the Ballantyne Investor Center. In this role, he focuses on fostering a team of collaborative and engaged associates who work closely with clients to develop financial plans tailored to their needs. Prior to joining Fidelity Investments in 2023, Nick served as Branch Manager at E*TRADE by Morgan Stanley from 2018 to 2023. His professional experience encompasses leadership and client-focused financial planning. Outside of his professional responsibilities, Nick's personal interests include baseball, boating, fitness, golf, running, and traveling.

David Schwarzkopf is a CFP® with 26 years of industry experience, currently serving at Fidelity. He has been with Fidelity Investments and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Ashlinn Wells is a Financial Consultant at Fidelity Investments, a position held since 2022. She has built her career at Fidelity, progressing through various roles since 2011. Her experience includes serving as a Senior Portfolio Specialist from 2019 to 2022, a Portfolio Specialist from 2015 to 2019, and other client-facing positions that have contributed to her understanding of financial solutions and client management. Throughout her tenure at Fidelity Investments, Ashlinn has worked in several capacities including Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and Customer Solutions Representative. This extensive experience has equipped her with insight into portfolio management and retirement planning. Ashlinn is focused on partnering with clients to develop financial plans that align with their individual goals and priorities.

Anna Cooper is a financial advisor at Equitable Advisors with a Series 66 designation and approximately one year of experience. Her background includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., and the US House of Representatives. She has also been involved in entrepreneurial ventures such as Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers.

Joseph Milano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. He is also managing director of Milano Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions across multiple platforms, incorporating both proprietary and third-party strategies.

Jack Hussey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Northwestern Mutual, as well as various engagements at the University of Cincinnati. He has also been involved with Alpha and Omega Cleaning Services. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors and significant assets under management.

John Walsh is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at various J.P. Morgan entities since 2007. Outside of his advisory role, Walsh is an owner and partner in a magnet manufacturing company, Niron Magnetics. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Bradford Sabol is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 credential and has worked at firms including IAG Wealth Partners and LPL Financial. Outside of finance, he has involvement in sports-related ventures such as Lake Country Sports Academy and Washington Wild Things. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement-income planning and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Joshua Frieze is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill, Empower Financial Services, and Empower Advisory Group before his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Robert Brickey is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 66 credentials and totaling 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Securities Corporation. Outside of his advisory work, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Rodrigo Guevara is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Walmart and Western Carolina University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Kenneth Offenberg is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2017, following two years at Wells Fargo Clearing. Offenberg also serves as a trustee of multiple family trusts and pension plans. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of investment strategies and municipal advisory services.

Christopher Zino is a financial advisor with Edward Jones in Indian Trail, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Jared Smith is a financial advisor with RBC Capital Markets in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of investment managers and customizable portfolio options.

Gary Scott Jr. is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Robert Baird & Co. since 2013. Outside of his advisory role, he is involved as an LLC member in Scott Real Estate Group. Gary Scott Jr. is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio services, including discretionary and non-discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.