Benjamin Fikejs is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James, Fidelity Investments, and Alba Study Abroad Barcelona. 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 uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Dale Lehenbauer is a CFP® certificant with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is a member of the finance and investment committee at Benton's Crossroads Baptist Church in Monroe, NC, where he oversees budgeting and monitors spending. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a wide advisor network with specialized programs including municipal and public-finance advisory services.

Mark Greer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering services such as financial planning and non-discretionary investment consulting through various advisory programs.

Christie Keenan is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. She has worked at J.P. Morgan Securities and affiliated entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Benjamin Slone is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2013, including time when the firm operated as Axa Advisors, Llc. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Stephanie Bailey is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. She previously worked at Next Financial Group Inc for 19 years before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through a combination of personalized advice and corporate financial planning agreements.

David Ferguson is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at MML Investors Services and MassMutual Life Insurance Company since 2009. In addition to his advisory work, he is an insurance agent specializing in individual and group life and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to support goal analysis and written recommendations.

Alexander Baran is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at Wells Fargo Investment Institute, Inc. and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions.

Rachel Ramm is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Her prior roles include positions at Citigroup and Energy Impact Partners. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Steven Dellinger is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 65 and Series 63 designations and previously worked for Wells Fargo Securities for 22 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lincoln Steelman is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. prior to joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a range of capital markets solutions.

John Jacobsen is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles at Principal Financial Services and The Biz of Athletes. Outside of his advisory work, Jacobsen runs an Instagram account, @NFLScout, where he posts football scouting and fantasy football content and serves as Director of Player Evaluation, providing football scouting reports and recruiting advice. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of advisors and branch offices.

April Martin is a financial advisor at Fidelity with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Merrill. Her career includes a period of extended travel and time as a homemaker. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Blake Cooling is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and began his career at UBS in 2026. Prior to joining the firm, he spent five years at Hofstra University and over a decade in educational roles at Cardinal Gibbons High School and St. Michael's School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Dennis Rankowitz is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 66 licenses. He has six years of industry experience, including roles at Avatar Securities, Xanthus Capital Management, Axa Advisors, and Wells Fargo. Outside of Raymond James, he works as a portfolio strategist and financial advisor with Gaskin Asset Management in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Matthew Smith is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vanda Pharmaceuticals Inc. and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities and provides a broad range of capital markets and lending services.

Richard Miller is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2007. He is based in Charlotte, NC. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, which provide clients with analytical guidance to support their financial decisions.

Judith Mohr is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with LPL Financial since 2021. She previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2013 to 2021. Mohr also acts in a fiduciary capacity for the Estate of Gregory A Lohr. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Geoff Coyne is an Investment Consultant at Fidelity Investments. In his role, he assists clients in defining their financial goals and aligning investment strategies with long-term objectives through disciplined, education-based planning. He emphasizes building meaningful relationships to gain a deeper understanding of each client's unique financial goals. Geoff has progressed through several positions at Fidelity Investments, starting as a Financial Services Representative in 2024, moving to Financial Representative from 2025 to 2026, and currently serving as an Investment Consultant since 2026. Outside of his professional responsibilities, Geoff has interests in beach activities, fitness, golf, running, and traveling.