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.

Jennifer Lorick is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at LPL Financial since 2012 and was previously with Morgan Stanley from 2010 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies alongside various technology tools to support advisors.

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.

Lee Ann Miller is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked in education at Coastal Carolina University, South Pointe High School, and Saluda Trail Middle School. 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 range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Brandon Helms is a CFP® professional with 17 years of industry experience, all with Edward Jones since 2009. He is based in Charlotte, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large national network of advisors and 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.

Nicholas Jansson is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked in automotive sales at Stateline Chrysler and CarMax. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Kyle St Clair is a financial advisor at LPL Financial with a Series 66 designation and experience starting in 2023. Prior to joining LPL Financial, he held positions at Tesla, Mitchell Martin Inc, Mason Frank International, and several other firms. He has been affiliated with Binghamton University since 2016. 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 financial planning and investment services through a network of investment adviser representatives, utilizing various portfolio strategies and technology tools.

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.

Jonathan Dunn is a CFP®-certified financial advisor with nine years of industry experience. He is currently with LPL Financial and has held prior roles at Capitol Family Office, Morgan Stanley Smith Barney, UBS Financial Services, and The Vanguard Group. 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 financial planning and investment services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Dalton Kleinhen is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill in 2025, he worked at The Vanguard Group, Inc. from 2022 to 2025. Outside of his advisory role, he has been involved in online selling of used clothes and shoes through Mercari since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Robert Elliott is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various financial roles since 2014, including Financial Representative, Relationship Manager, and Financial Consultant. Robert focuses on collaborating with clients to co-create financial plans inspired by their ultimate aspirations, using a five-step process centered on building meaningful relationships to add value to clients' financial situations. Throughout his tenure at Fidelity, Robert has developed expertise in wealth planning and client relationship management. His approach emphasizes aligning financial strategies with clients' long-term goals. Outside of his professional work, Robert engages in activities such as baseball, family activities, fitness, golf, parenthood, and traveling.