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.

John Williams is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades before joining OSAIC and subsequently LPL Financial. Outside of his advisory role, Williams is involved in several business ventures, including ownership of Carolina Title Enterprises, LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and features various strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

Robert Carmichael is a CFP® and ChFC® affiliated with Edward Jones in Charlotte, NC, with 11 years of industry experience. He has been with Edward Jones since 2015. Previously, he was president of an inactive franchise operation, Danka Family Services, Inc., which closed in 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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® with 26 years of industry experience, currently serving at Fidelity. He has been with Fidelity Investments and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

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.

Donald Robbins is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, Robbins is involved in several business ventures including consulting on executive benefits compliance and managing business investment entities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers tailored planning engagements supported by advanced analytical tools and educational seminars.

Benjamin Woodall is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Fifth Third Bank, with a background including four years at Appalachian State University. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors.

Jonathan Chow is a financial advisor with Edward Jones in Wesley Chapel, NC. He holds the ChFC® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions with the Charlotte Surgery Center and the Charlotte-Mecklenburg Police Department. He serves as a Reserve Deputy with the Mecklenburg County Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Scott Davis is a financial advisor at LPL Financial in Charlotte, NC, holding the ChFC® designation with 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades before joining LPL in 2025. Outside of his advisory role, he is involved in a non-variable insurance business and maintains several other business entities unrelated to investment advisory services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Peter O’Neal is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and is also employed by JPMorgan Chase Bank, N.A. Outside of finance, he performs occasionally as a rolling robot character for Show Creators Incorporated, an entertainment company. 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.

Zachary Hayes is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity since 2016, initially serving as a Financial Consultant before his current appointment. Prior to joining Fidelity, Zachary worked as an Investment Consultant at TD Ameritrade from 2013 to 2016 and as a Financial Advisor at E Trade Capital Management from 2006 to 2013. Zachary specializes in educating and preparing clients for significant financial decisions by leveraging his education, experience, and the resources available through Fidelity. He possesses a comprehensive understanding of financial markets and investment products, enabling him to simplify complex financial concepts for his clients. His expertise spans various investment strategies, which he applies to assist clients with diverse financial situations. Outside of his professional work, Zachary engages in family activities and enjoys fishing, fitness, hiking, movies, and parenthood.

Jeffrey Rao is a financial advisor with Fidelity and holds the Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Strategic Advisers, Inc. and Fidelity Personal and Workplace Advisors. Rao is based in Charlotte, NC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs, and it is notable for its advisory role to multiple registered investment companies and use of systematic methodologies including AI-based research.

Andrew Szklinski is a financial advisor at Mass Mutual Investors Services in Charlotte, NC. He holds Series 63 and Series 65 designations and has been with Mass Mutual since 2025. Prior to joining the financial industry, his work history includes roles at Restoration Hardware and the University of North Carolina at Charlotte. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written recommendations and offers specialized planning programs, including recent additions such as Divorce Planning.

Richard Croffut is a financial advisor with Edward Jones in Monroe, NC, holding the ChFC® designation and Series 66 license. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, as well as pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Sean Martin is a financial advisor at Edward Jones in Charlotte, NC, holding CFP® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,100 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Ben Hollis is an Investment Consultant at Fidelity Investments, where he assists clients in designing and executing financial plans aimed at helping them achieve their goals. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to Investment Solutions I, and currently holding the position of Investment Solutions II from 2023 to 2026. Ben's professional experience at Fidelity Investments encompasses client relationship management and investment consulting, providing him with a comprehensive understanding of financial planning and investment solutions. His work focuses on aligning client objectives with appropriate financial strategies. No information about Ben's education, credentials, personal interests, or community involvement has been provided.

Richard All is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with various Fidelity entities since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including model portfolios built from mutual funds, ETFs, and ETPs.

Jonathan Johnston is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Duke Energy for 38 years. 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 tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Brandon Martin is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial plans tailored to their goals. He leverages his experience to help clients navigate various life stages and work toward improved financial outcomes. Brandon has been with Fidelity Investments since 2021, progressing through roles from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2024. His background includes identifying opportunities to strengthen financial plans and providing ongoing support to clients. Outside of his professional role, Brandon enjoys activities such as board games, bowling, hiking, playing instruments, and traveling.