Jeff Fitch is a Financial Consultant currently working at Fidelity Investments since 2021. He has over 15 years of experience in the financial services industry, having held positions at TD Ameritrade as a Senior Financial Consultant from 2013 to 2021 and at AXA Advisors as a Financial Consultant from 2009 to 2013. Jeff focuses on helping clients achieve their financial goals through thoughtful planning and fostering a clear understanding of their priorities. He collaborates with clients to build financial plans that support confident and comfortable investment decisions. Outside of his professional work, Jeff has interests in cars, family activities, fitness, football, golf, and pets.

Alaina Cass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Citibank NA and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Winstel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has previously worked at Bank of America, N.A. and Merrill, each for 11 years. Winstel serves as a co-trustee and co-executor of the M. B. Revocable Trust in Charlotte, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Robert Oh is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2018, following six years at American Funds Service Company. 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 services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gonzalo Lopez Olan is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. His prior background includes four years at Fordham University and four years at Frassati Catholic High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing access to futures commission merchant activities, principal trading, and affiliated banking programs.

Blaine Andreadis is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with LPL Financial and previously worked at UBS Financial Services Inc. and Compliance.ai. His background also includes a role at Gray's Outer Banks Lifestyle Clothing Company. 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 financial planning, various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by research and multiple portfolio strategies.

James Boswell is a financial advisor at LPL Financial with 20 years of industry experience. He has held roles at LPL Financial since 2016 and previously worked at H.D. Vest Advisory Services and H.D. Vest Investment Services. He holds Series 63 and Series 65 licenses. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Kelly Williams is a financial advisor at Morgan Stanley in Charlotte, NC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, Williams worked for Wells Fargo Bank, NA from 2010 to 2022. Outside of advising, Williams owns and operates AmazeKelly Paints, an online retail business focused on art and culture. Morgan Stanley Wealth Management provides a variety of advisory programs to 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 services both directly and through corporate financial planning agreements.

Lisa Mirabella is a financial advisor at Morgan Stanley in Charlotte, NC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012. Outside of her advisory role, she is employed with Doordash and Instacart in labor and service capacities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating scenario modeling and firm-approved tools.

Jeri Connor is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior work includes roles at Brinkley Financial Group and Cambridge Investment Research, Inc. Outside of her advisory role, she operates a retail business called Made by JeriLynn on Etsy. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and offers both direct and employer-sponsored financial plans.

Joshua Patterson is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2009, working in both Ameriprise Financial Services, Inc. and its current institutional structure. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports that address income sources, Social Security options, and withdrawal strategies.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of her advisory role, she serves as a leader of Girl Scout Troop 603 and is on the board of directors for Heart of a Lion Rescue. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Stacy Baldree is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2011. She has over two decades of experience in the financial planning industry, working with individuals and families to develop and implement financial plans focused on wealth creation, preservation, and transfer. Her professional experience includes positions as Client Manager at Sapere Wealth Management LLC from 2009 to 2011, Relationship Manager at Fidelity Investments from 2001 to 2009, Financial Advisor at PFS Investments Inc. from 2000 to 2001, Financial Advisor at J.C. Bradford & Co. from 1998 to 1999, and Financial Representative at Fidelity Investments from 1995 to 1998.

Suzi Lederer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent six years at Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lisabeth Thiessen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in crafting personalized financial strategies that align with the unique goals and needs of her clients. Her expertise includes college education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, special needs planning strategies, women and wealth, tax minimization, and retirement income. Lisabeth holds a Bachelor's Degree from SUNY New Paltz and a Master's Degree from Mercy College. She has earned the Personal Investment Advisor (PIA) designation, underscoring her commitment to professional development and client service. Lisabeth is actively involved in professional and community organizations, including Merrill Lynch Wealth Management, the American Cancer Society, and Rock the Street Wall Street. Outside of her professional work, Lisabeth enjoys antiquing, gardening, interior decorating, spending time with her family, and practicing yoga. She is a mother to two college-aged children and owns a pet, and she values staying connected to nature, maintaining an active lifestyle, and traveling.

David Fletcher is a CFP® professional with 31 years of industry experience, currently serving at Raymond James & Associates since 2013. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Finance and Investment Committee at St. Stephens United Methodist Church. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Jason Bryson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include various positions at Bankers Life and its affiliated entities from 2006 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Kate Ferguson is a financial advisor with LPL Financial in Rock Hill, SC. She holds the Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. For activities outside of investment advising, she is a licensed notary in 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 variety of advisory programs, financial planning, and retirement plan consulting, using research and model portfolios from LPL Research and third-party subadvisors.

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA-CREF, Nuveen, UBS Financial Services, and Target Corporation. 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 offers a broad range of advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management, supported by in-house and third-party research.

Arrik Wilkins is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Primeline Capital and Bayview Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client plans.