Jeremy King is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. He has been with RBC Capital Markets since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party managers.

James Robinson Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Edward Jones. Outside of his advisory role, he is the owner and operator of JDADDY Hauling, a small business involved in hauling away yard material and oversized household objects. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

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.

Wesley Alim is a CFP® with 15 years of experience in the financial industry. He is currently an advisor at Edward Jones and has previously worked at firms including Morgan Stanley and The Vanguard Group, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of financial advisors and branch offices.

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 19 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and OSAIC. Outside of advising, he works as an international visitor liaison and has been a background actor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a variety of advisory and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Edwin Richardson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining LPL Financial in 2019, he worked for over two decades at H.D. Vest Advisory Services and related entities. In addition to his advisory role, he is a certified public accountant and owns a tax preparation and accounting business. 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 provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary management options supported by research and various portfolio strategies.

Angela Wallace is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has six years of industry experience. She has worked at Cetera since 2025 and concurrently provides financial planning and tax services through Hess Financial Planning Inc. and Hess Tax and Accounting Group LLC. Her background also includes roles at Avantax Investment Services, Inc., Mungo and Son Tax and Financial Services, and Founders Federal Credit Union. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party strategies across various program structures.

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 CFP® and holds a Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he works as a personal trainer at Anytime Fitness and coaches group fitness at ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of managed solutions and advisory services with over $1 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.