Nicholas Mathiason is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing for 10 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services, utilizing research from Wells Fargo Investment Institute and third-party sources.

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.

Benjamin Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MetLife Securities Inc. since 2018, Fraser has been with LPL Financial based in Fort Mill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management access, and institutional platforms, combining a broad advisory platform with substantial non-advisory financial services and oversight of over $819 billion in discretionary assets.

Morgan Hinchen is a financial advisor with Cetera in Rock Hill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, Hinchen worked at LPL Financial LLC and Independent Advisor Alliance, LLC, among other roles. Hinchen also provides administrative support to Independent Advisor Alliance, an independent investment advisor firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform featuring both affiliated and third-party model portfolios.

John Grimes is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Retirement Wealth Advisors Inc., and Nicholas Financial, where he has worked since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers various advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party strategies.

David Belinkie is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Financial Group since 2003. In addition to 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, educational seminars, and specialized planning services, including divorce and estate-settlement planning.

Samuel Byrd is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Pathfinder Wealth Consulting, Commonwealth Financial Network, and Live Oak Bank, among other roles. Byrd is based in Fort Mill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Alexa Glanzel is a financial advisor with LPL Financial, holding a Series 65 credential and two years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Weller Group LLC, as well as employment outside of finance at DiBella's Old Fashioned Submarines and in education at Wayne Central School District and University of Rochester. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Christina Mehltretter is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and previously worked at Ernst & Young for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

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® professional with 26 years of experience in the financial industry, currently serving at Fidelity. His career includes multiple roles within Fidelity Investments since 2010, with earlier experience at Truist Investment Services, BB&T Asset Management, and Ernst & Young Investment Advisers. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kaidin Phelan is a financial advisor at LPL Financial with a Series 65 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Commonwealth Financial Network and co-manages Swensen, Phelan and Associates. He spent three years involved with the Legacy of the Plains Museum. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Carl Hefflefinger is a CFP®-designated financial advisor with 38 years of industry experience, currently with LPL Financial. He previously worked at Commonwealth Financial Network for 24 years and Acorn Financial, LLC for nine years. He also has involvement in fixed insurance sales covering various life and disability products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by its extensive network of investment adviser representatives.

Mayank Patel is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Merrill and Bank of America before joining LPL. Patel is based in Fort Mill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services supported by various investment strategies and technology tools, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

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.

Franklin Babylon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Grove Point Advisors, Wells Fargo Bank, Mass Mutual Investors Services, and MetLife Securities. He is also the owner of COD Creative LLC, a business based in Indian Trail, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.