Roxane Kay Miller

Sean Irvin is a financial advisor with Simplicity Wealth and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Bankers Life and Bankers Life Advisory Services. Outside of advisory work, he has experience managing a team of agents and training staff in insurance-related roles. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and provides advisory services alongside technology and operational support for other advisers through its managed account platform.

Ross Vari is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Kenneth Burgess Jr. is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and five years of industry experience. His prior work includes roles at Edward Jones and Massfield & Sons. Outside of his advisory work, he is involved in farming through Mansfield & Sons LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Timothy Bardin is a financial advisor with Edward Jones, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he manages a rental property in Corolla, North Carolina. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Hughes is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes 13 years at Lincoln Financial Securities Corporation before joining Cambridge in 2021. Outside of advising, he serves as president of two independent insurance agencies and is a board member at The Landings at Bennett’s Creek. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent professionals. The firm provides various investment implementation options, proprietary and third-party strategies, and features institutional support such as advisor transition programs and compliance controls.

Christopher Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Invest Financial Corporation for nine years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.