Carrie Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. She has been associated with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment approach.

Jason Shepherd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, N.A., Mr Cooper, Santander Consumer USA, Currency Capital, and Bridgecrest. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Lazo is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones since 2018 and has prior experience in the solar energy and dental industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions through a large national network of advisors and branch offices.

Wesley Alim is a CFP®-certified financial advisor with 15 years of industry experience, currently with Edward Jones. His prior roles include positions at Morgan Stanley, The Vanguard Group, and Wells Fargo Clearing. He has also worked at several smaller firms and independent ventures. 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, managing approximately $1.01 trillion in assets across a nationwide network of advisors and branches.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Toni Glass is a financial advisor at Edward Jones with two years of industry experience and holds the Series 66 designation. Prior to joining Edward Jones, she worked in veterinary hospital settings and fitness centers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Adam Taff is a financial advisor at MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation with 14 years of industry experience. He has been with MassMutual and its affiliated entities since 2011. Outside of his advisory role, he is involved in consulting on executive benefits recordkeeping and compliance through RFG Consulting, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that incorporate firm-approved analytical tools.

Salvatore Bria is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with clients to develop sound financial plans aimed at improving their financial futures, supported by Fidelity's client-focused culture and extensive tools and resources. His approach involves collaborating with clients to achieve their financial goals, a process he finds personally satisfying. Salvatore has accumulated extensive experience in the financial services industry, with roles including Wealth Management Advisor at TIAA from 2013 to 2020, Planning and Guidance Consultant at Fidelity Investments from 2011 to 2013, Workplace Consultant at Diversified Investments from 2010 to 2011, Financial Advisor at Valic from 2009 to 2010, and Tax-Exempt Retirement Consultant at Fidelity Investments from 2006 to 2009.

Stacey Pickard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Fidelity in 2025, she worked for the Teachers Insurance and Annuity Association from 2013 to 2024. Outside of her advisory role, she is authorized as a signer for LPD Construction LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving as an advisor to multiple registered investment companies and utilizing systematic methodologies and long-term asset allocation benchmarks.

Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Nicholas Mason is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. Based in Charlotte, NC, he holds the Series 66 license and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory solutions, including discretionary and nondiscretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior firms include Securities America Advisors, Mass Mutual Investors Services, and TCA Financial Group. Outside of advising, he works as a background actor and serves as an international visitor liaison. 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, model portfolios, and institutional platforms, with advice delivered by investment adviser representatives who may use proprietary research and third-party strategies.

Edwin Richardson is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 designation and has worked previously at HD Vest Insurance Agency and H.D. Vest Advisory Services. Besides his advisory role, he owns a consulting firm offering tax preparation and accounting services and serves as an executor in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a national network of over 22,800 advisors.

Angela Wallace is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at several firms, including Avantax Investment Services and Founders Federal Credit Union, and concurrently operates Hess Financial Planning Inc., where she provides financial and tax planning services. Cetera Investment Advisers LLC serves a wide range of clients, offering portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

Mark Antonich is a CFP®-credentialed financial advisor with Ameriprise, based in Weddington, NC, and has 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he owns a commercial real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Dylan Hales is a Certified Financial Planner (CFP®) with 10 years of industry experience, all of which has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, Smithers is active as a personal trainer and fitness coach with Anytime Fitness and ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

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.