Jeff Tackett is the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he focuses on creating a client-centered environment by emphasizing financial planning and attentive listening to clients. He has extensive experience within Fidelity Investments, having held several positions since 2004, including VP Regional Planning Leader, Vice President Branch Office Manager, Regional Vice President of Life Insurance, Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, Jeff was a Financial Representative at Northwestern Mutual Financial Network from 2000 to 2004. Outside of his professional duties, Jeff engages in fitness, golf, outdoor adventures, traveling, and volunteering.

Mark Walker is a financial advisor with Ameriprise in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Walker serves on the Board of Directors for the British American Business Council. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, point-in-time recommendations delivered in partnership with client advisors.

Curtis Mason is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the VMI Business Advisory Council, providing advice on the economics curriculum, and is Vice Chair of the Pass Perfect Executive Advisory Board on the Future of Licensing, focusing on securities licensing education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating advanced modeling tools.

Kevin Ramirez is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Wells Fargo for two years and has additional experience at IGS Solutions and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and extensive operational resources.

Joe Jaspers is a financial advisor with LPL Financial in Charlotte, NC, holding CFP®, Series 63, Series 65, and Series 66 credentials and with 36 years of industry experience. He has worked at LPL Financial since 2022 and has been affiliated with Carolinas Telco Federal Credit Union in an advisory role since 2007. Prior to that, he spent over 30 years at CUNA Brokerage Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supporting a broad spectrum of investment strategies through a large network of advisors.

Amber Mccormick is a financial advisor at Fidelity with 23 years of industry experience and holds a Series 66 designation. She has worked at various Fidelity entities since 2003, including Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model offerings.

Ryan Lightfoot is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with J.P. Morgan entities since 2014, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sean Flanagan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and a background that includes working at Vanquish Fencing prior to entering the financial services field. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships focused on detailed goal analysis and written recommendations.

Chad Neely is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Principal Life Insurance Company, and TIAA-CREF. Neely Financial, LLC was a prior business he owned and operated. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers and various financial planning services.

Jeremy Walier is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith since 2016 and previously spent three years with LPL Financial. Outside of his advisory role, he is involved in managing family land holdings in the Adirondack Park of New York through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Dambreville is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services and TIAA, with a career spanning positions at JP Morgan affiliates since 2019. She also has experience working with Sports Link. 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 an ESG eligibility framework. The firm offers services on a non-discretionary basis through a select group of Wealth Advisors.

William Mcdonald is a CFP® professional affiliated with LPL Financial, based in Charlotte, NC, with 27 years of industry experience. His career includes roles at Ameriprise Financial Services, Kestra Financial, National Planning Corporation, and J.J.B. Hilliard, W.L. Lyons, among others. He also serves as an instructor at Central Piedmont Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by advanced research and technology tools.

Semludin Avdic is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of experience at LPL following six years at CVS Pharmacy. He has a total of one year in the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies and operational tools.

Mercedes Dockery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and currently in her first year in the industry. Prior to her advisory role, she gained six years of experience with EXP Realty and worked with Wilkinson ERA and Citywide Realty in real estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Greene is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at Citizens Securities, TD Ameritrade, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad range of financial products.

Richard Keelty is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a 19-year tenure at Capital Research & Management Co. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides customized written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Christina De La Espriella is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and approximately one year of industry experience. Her background includes roles at Thrivent Financial as well as positions outside the financial sector, such as at Rover and the YMCA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers both one-time and ongoing planning engagements and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”