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 Series 66 licensed financial advisor at Equitable Advisors in Charlotte, NC, with approximately one year of experience. Her prior work includes roles at Carepoint, Inc., The McIntosh Law Firm, P.C., Wake Forest University, and service in the US House of Representatives. She has also been involved with Pelican's Snoballs and Basilico Italiano. Equitable Advisors serves a diverse client base including individual, pension, corporate, charitable, and institutional clients, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options and fiduciary services.

Joseph Milano is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Milano is also the managing director of Milano Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through its extensive network of financial professionals. The firm employs multiple platforms for both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model 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 at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is an owner and partner of Niron Magnetics, a company specializing in magnetic products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where applicable.

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, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, and Lincoln Financial Securities Corporation. Outside of finance, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

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 at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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.

James Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

George Goodman is a CFP® with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Securities Corporation and Edward Jones. Goodman is also the founder of a networking group and serves as the president of a local BNI chapter. He owns several real estate-related entities and operates an accounting and bookkeeping service. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

Donald Robbins is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, Robbins is involved in several business ventures including consulting on executive benefits compliance and managing business investment entities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers tailored planning engagements supported by advanced analytical tools and educational seminars.

Anna Catherine Wilson is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Golub Capital and JPMorgan Chase Bank, N.A. Outside of her financial career, she has experience working in summer camps and the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and may include ESG considerations.

Erik Mintz is a Series 66-licensed financial advisor with UBS Financial Services in Charlotte, NC, with one year of industry experience. Prior to joining UBS, he served five years in the United States Marine Corps. 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 plans according to clients' goals and risk tolerances.

Benjamin Woodall is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Fifth Third Bank for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stuart Wainscott is a CFP® professional with over 31 years of industry experience, currently serving at Raymond James Financial. His career includes over 20 years with Raymond James & Associates and 14 years at US Airways. He owns AWA Group LLC, a business entity used for liability purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services and specialized SIMPLE IRA employer consulting programs.