Keith Nowokunski is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience, all with Edward Jones since 2005. He serves as President of the Charlotte Economics Club, collaborating with past presidents to represent the club to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Serena Henry is a financial advisor at Morgan Stanley in Charlotte, NC, with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services with a broad array of investment and planning resources.

Reade Stallings is a Planning Consultant at Fidelity Investments. In this role, he collaborates closely with Financial Consultants and Wealth Planners to deliver financial planning experiences tailored to client goals. He utilizes planning tools and concepts to identify opportunities and help clients make informed decisions aligned with their long-term financial vision. Prior to his current position, Reade held roles including Workplace Planning Consultant I and II at Fidelity Investments from 2023 through 2024. These positions contributed to his expertise in workplace financial planning and client engagement. Outside of his professional duties, Reade enjoys biking, boating, golf, movies, snowboarding, and surfing.

Josephine Hoberman is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles within JPMorgan entities since 2023. Outside of her advisory work, she serves on the board of Beach Chair Properties L.L.C., assisting with home maintenance projects. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aaron Kauffman is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy at Architech Sports and Physical Therapy and Elite Physical Therapy. He maintains a physical therapy license but is not currently practicing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Erika Fournier is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrimack County Savings Bank. Outside of finance, she has experience in the retail sector, having worked at Orange Leaf Frozen Yogurt. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers to tailor strategies based on each client's risk profile.

Emily Nauss is a financial advisor at Ameriprise with seven years of industry experience. She previously worked at UBS Financial Services Inc. for six years and has been with Ameriprise since 2025. Nauss holds the Series 66 designation and is based in Charlotte, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Carl Myers is a financial advisor with Cambridge Investment Research Advisors based in Charlotte, NC. He holds the Series 63 and Series 65 credentials and has 30 years of industry experience. Prior to joining Cambridge in 2023, Myers worked for Lincoln Financial Securities Corporation for eight years. Outside of his advisory role, he is involved in a real estate business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through independent Financial Professionals, utilizing multiple custody platforms and proprietary as well as third-party model strategies.

Kylan Smith is a financial advisor with Morgan Stanley, holding a Series 66 license and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following nine years at Wells Fargo Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

George Rankin is a Series 66-licensed financial advisor with UBS Financial Services in Charlotte, NC, where he has worked since 2009. He has 21 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Brandon Helms is a CFP® professional with 16 years of experience in the financial industry. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

John O'Connor is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Legacy Consulting LLC and Erickson Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Seth Ratchford is a Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2012, progressing through roles including Investments Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, Seth worked as a Financial Advisor at Edward Jones, an Insurance Agent at New York Life, and a Securities Trader at Opus Trading Fund LLC. Throughout his career, Seth has focused on partnering with clients to address both the financial and emotional aspects of retirement planning. His approach and business philosophy emphasize aligning with clients' goals to help them work toward their financial objectives. Outside of his professional work, Seth enjoys various outdoor activities such as camping, fishing, golf, skiing, and other outdoor adventures, as well as cooking and baking.

Kara Kobosko is a financial advisor at Stifel in Charlotte, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. Her prior positions include roles at Merrill Lynch and Bates Group. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies by its Investment Strategy Group, providing clients with asset allocation and planning analyses to inform their financial decisions.

Daniel Emmons is a CFP® with 19 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2013. He is based in Charlotte, NC, and serves as a board member for Foster Village Charlotte, a nonprofit supporting and advocating for foster families. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Antonius Hendrix is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His prior experience includes seven years at Edward Jones and roles at Charlotte Business Advisors LLC and SPGPrints. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts 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 with access to various program structures and third-party managers.

Mia Ziring is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in several small business ventures, including ownership and management roles in real estate partnerships and a mini storage LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management strategies supported by extensive research and affiliated sub-advisers.

Cory Taylor is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee of his parents' trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when providing investment advice.

Dalton Kleinhen is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Merrill in 2025, he worked at The Vanguard Group for three years. Outside of his advisory role, he operates an online business selling used clothing and shoes through Mercari. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and nonprofits.

Andrew Buergler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He partners with clients to assist them in making important financial decisions leveraging Fidelity's resources. Andrew has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Workplace Planning and Guidance Consultant I, and Defined Benefit Representative. His career has provided him with extensive experience in financial consulting and investment management. Outside of his professional life, Andrew enjoys football, golf, swimming, and is involved in parenthood.