James Darlington II is a CFP® professional with 34 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2021 and previously spent 13 years at UBS Financial Services. Outside of his financial advisory role, he is involved in managing a commercial real estate business. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services. The firm provides a range of investment programs and operates both as an adviser to outside RIAs and as a manager of private pooled investments.

Roger Moulton Jr. is a CFP® with 34 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC. He worked at LPL Financial for 13 years prior to joining EverSource in 2025. EverSource Wealth Advisors serves a diverse client base including individuals, families, institutions, and independent RIAs, offering wealth management, financial planning, and investment advisory services. The firm provides advice through a national network using multiple investment programs and manages private pooled investments alongside operating a private markets platform.

Nathan Serven is a financial advisor at Eversource Wealth Advisors, LLC in Austin, TX, with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Eversource in 2026, he worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services for nine years and at Metlife Securities Inc. for two years. Outside of his advisory role, he owns Serven Consulting, LLC, where he advises business owners on strategies to increase the value of their businesses in preparation for exit. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a comprehensive investor profiling process.

Brandi Lobato is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. Her prior experience includes roles at Fortune 360 Group LLC, Securities America, Inc., Bank of America, and Merrill Lynch. Outside of financial advising, she is a business broker for VR Business Brokers and a licensed real estate agent in Florida. EverSource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations. The firm offers wealth management, financial planning, and investment advisory services through a national network of advisors using multiple investment programs and a values-based approach.

Stephen Irving is a Series 65-licensed advisor with Eversource Wealth Advisors, LLC, based in Chandler, AZ. He joined EverSource in 2026 and has prior experience in various roles across different industries. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of advisor representatives and provides access to multiple investment platforms and private market offerings.

Micah Darlington is a CFP® designated financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. His prior work includes roles at Home Federal Bank and Foothills Brokerage, as well as experience outside finance with Moxie Pest Control and Protomet Corporation. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services through a national network of investment advisor representatives using multiple investment platforms and values-based strategies.

Jonathan Tue is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Brokers International Financial Services, Regions Bank, Cetera, and Sunshine Bank. Tue is also an independent insurance agent involved in the sale of fixed insurance annuities. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management, sub-advisory services, and a private markets platform focused on customized investment solutions and values-based strategies.

Wesley Rutkowski is a financial advisor with Eversource Wealth Advisors, LLC in Scottsdale, AZ. He holds a Series 65 designation and has been with EverSource since 2022. His prior work experience includes roles at Equitable Advisors, HIFI, and service in the United States Marine Corps. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates and trusts, charitable foundations, broker-dealers, and retirement plans. The firm offers wealth management, financial planning, and advisory services through multiple investment programs and supports independent RIAs with turnkey asset management and back-office services.

Stephen Miller is a financial advisor at EverSource Wealth Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and independent RIAs. The firm offers wealth management, financial planning, investment advisory and consulting services, along with turnkey asset management and sub-advisory services, utilizing multiple investment programs and a private markets platform.

Carlos Poblano is a financial advisor at EverSource Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including MAI Capital Management and Treloar & Heisel. Prior to his advisory career, he held roles outside finance such as at Farmers Insurance and in the hospitality industry. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs with turnkey asset management, sub-advisory services, and operates a private markets platform, employing multiple investment programs and offering values-based strategies and Life Impact® Stewardship Planning.

John Burch is a CFP®-certified financial advisor with 19 years of industry experience, currently practicing at EverSource Wealth Advisors, LLC since 2019. Prior to that, he worked at Camelot Advisors, LLC for five years. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a proprietary investor profiling process.

Glenn Frank is a financial advisor at EverSource Wealth Advisors, LLC with 29 years of industry experience. He holds the PFS™ designation and has previously worked at Hightower Advisors and Lexington Wealth Management, Inc. He is also president of Frank Advising LLC, where he delivers educational workshops. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, and investment advisory services through a national network of advisors. The firm offers multiple investment programs, including private markets and values-based strategies, and acts both as an adviser to outside RIAs and as a manager of private pooled investments.

John Ashcraft is a financial advisor at EverSource Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Synolitec, LLC, Zivaro Holdings, Inc., Dish Network, S&P Global, and Tutor.com. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates and trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, delivering advice through multiple investment programs and a national network of advisor representatives.

Abigail Casady is a CFP® with seven years of industry experience, currently serving as a financial advisor at EverSource Wealth Advisors, LLC. She previously worked at Buckingham Asset Management and Carolina Creek Christian Camps. EverSource Wealth Advisors serves individual and institutional clients, offering wealth management, financial planning, and investment advisory services through a national network of representatives. The firm provides multiple investment programs and operates private market platforms, delivering services to a diverse range of clients including RIAs, families, and charitable foundations.

Daniel Phillips is a CFP®, CFA®, and holds a Series 65 license, with 10 years of industry experience. He has worked at EverSource Wealth Advisors, LLC since 2020 and previously spent four years with BMSS Wesson Wealth Solutions, LLC. EverSource Wealth Advisors serves individual and institutional clients, providing a range of wealth management, financial planning, and investment advisory services. The firm operates a national network of advisors and offers multiple investment platforms, including private markets and values-based strategies, while also acting as both an adviser to other RIAs and a manager of private pooled investments.

Andrew Varnedoe is a CFP® and Series 66-licensed advisor at EverSource Wealth Advisors, LLC with six years of industry experience. Prior to joining EverSource in 2024, he worked at Thrivent Financial and Thrivent Investment Management from 2020 to 2024. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other RIAs. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisors.

Rhonda Hitchcock is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 65 designation and five years of industry experience. She previously worked at BMSS Wesson Wealth Solutions, LLC for eight years before joining Eversource. Eversource Wealth Advisors serves individual and institutional clients, including families, estates, trusts, and charitable foundations, offering wealth management, financial planning, and investment advisory services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and utilizes a variety of investment programs, including private markets and values-based strategies.

Osni Ferreira Filho is a financial advisor with Eversource Wealth Advisors, LLC, holding CFP® and Series 66 designations and seven years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management Inc. Since 2022, he has consulted on Faith-Based Investing, ESG, and Values-Based Investing through Wealthfluence. Eversource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm offers multiple investment platforms and emphasizes investor profiling and values-based strategies, including a private markets platform and stewardship planning.

Samantha Compton is a financial advisor at Eversource Wealth Advisors, LLC with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wise Wealth, LLC, Bank of America, N.A., and Merrill Lynch. In addition to her advisory work, she is a licensed insurance agent offering non-variable products. Eversource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a private markets platform, with specialized services for clients with more than $5 million in investable assets.

Lewis Jones Jr. is a financial advisor at EverSource Wealth Advisors, LLC with six years of industry experience. He is also a partner at Haynes Downard LLP, a CPA firm where he has worked since 2000. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services, utilizing multiple investment programs and a national network of advisor representatives.