Barbara Huffman is a CFP® professional with 26 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than many institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Vishesh Verma is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at NJOY, Truist Securities, and SunTrust Banks, Inc. Verma also has experience in academia, having worked at Duke University and the Fuqua School of Business from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lee Christopher is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Investment Services and SunTrust Advisory Services, among other firms. 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 broad range of advisory programs and financial planning services, including discretionary and non-discretionary management with support from internal and third-party research.

Thomas Shipp is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He has been with LPL Financial since 2017 and previously worked at BMO Capital Markets Corp. from 2014 to 2017. He is based in Fort Mill, SC. 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, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

April Mccarthy is a financial advisor at Merrill with 25 years of industry experience, including 17 years at Merrill. She holds the Series 63 and Series 66 designations. Outside of her advisory role, she serves as a consultant and independent contractor for Aloette, a company specializing in skin care and makeup. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Scott Mell is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, NA, and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from multiple sources.

Kyle Bryant is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2013 and 2016, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates its investment offerings with Bank of America’s broader platform, including access to various lending and trading services.

Joseph Smithers is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Edward Jones, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and he has a background in fitness coaching, including roles as a personal trainer at Anytime Fitness and a group fitness coach at ISI Elite Training. 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, supported by a large network of financial advisors and branch offices across the country.

Gregory Wilson is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial, he worked at The Vanguard Group and has experience in education and other sectors, including teaching at multiple middle schools and involvement with Study.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and third-party subadvisors.

Mark Preston is a CFP® certificant with 13 years of industry experience. He is currently with RBC Capital Markets and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, LLC. Outside of financial advising, he is a partner in Low Mountain Pine, LLC, a distribution business focused on packaging, distribution, and logistics. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Benjamin Kurtz is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial strategies aimed at helping them efficiently achieve their financial goals. He emphasizes transparent communication and detail-oriented planning to ensure clients are well-informed and confident in their financial decisions. He has held several roles within Fidelity Investments since 2020, including Relationship Manager, Retirement Brokerage Services Associate, and Financial Services Associate. This progression reflects his growing experience and expertise in investment consulting and client relationship management. Outside of his professional work, Benjamin has personal interests that include comedy, fitness, hiking, music, and spending time with pets.

Genessis Aviles is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to joining LPL Financial in 2025, Aviles worked at Wells Fargo Clearing, JP Morgan Chase, and Wells Fargo Advisors. Outside of advisory work, Aviles is the owner of Borboleta Cafe in Rock Hill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and diverse investment strategies.

Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

Stephen Dotson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of Ballantyne Business Connections, a local networking group, and is a committee member for the Town of Indian Trail Parks, Art, Recreation and Culture. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at Cetera Advisor Networks LLC for seven years. Cullipher is also the owner of Kapital Accumulation Concepts, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent financial professionals, employing various portfolio management strategies and custodial platforms tailored to client objectives.

Corey Miller is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes multiple roles at LPL Financial since 2017 and positions at Merit Financial Group, LLC, Householder Group, and Virginia Tech. 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of strategic and tactical investment solutions.

Kyle Di Eduardo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, working out of Rock Hill, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches.

Jason Powers is Vice President, Financial Consultant at Fidelity Investments, bringing 20 years of experience in the financial services industry. He develops personalized financial strategies tailored to clients' goals, values, and priorities. Jason's mission is to reduce financial anxiety, increase peace of mind, and provide thoughtful guidance through every stage of life. His career at Fidelity Investments includes roles as Vice President, Financial Consultant since 2025, Financial Consultant from 2023 to 2025, Investment Consultant from 2022 to 2023, and Investment Management Consultant from 2021 to 2022. Prior to Fidelity, Jason held positions such as Business Development Manager at Santander from 2018 to 2020, Financial Solutions Advisor at Merrill Edge from 2014 to 2017, and Wealth Management Advisor at TIAA from 2006 to 2013. Outside of his professional work, Jason's personal interests include the beach, fitness, golf, pets, and traveling.

Michael Lepore is a CFP® professional affiliated with LPL Financial, with seven years of industry experience. His prior roles include positions at Merrill, Robinhood Markets, and Wells Fargo Clearing Services. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

John Williams is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades before joining OSAIC and subsequently LPL Financial. Outside of his advisory role, Williams is involved in several business ventures, including ownership of Carolina Title Enterprises, LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and features various strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.