Kimberly Lafone is a financial advisor at Raymond James & Associates with two years of industry experience. She has been with Raymond James since 2019, following six years at Carolina Asphalt. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary services.

Scott Brooks is a Series 66-licensed financial advisor with over a year of industry experience. He is currently affiliated with LPL Enterprise and Tucker Advisors and has prior experience at Wells Fargo and PRUCO Securities. Brooks is also the owner of Brooks and Associates LLC, an investment-related business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

Bruce Bevins II is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. Additionally, he is the owner and CEO of Bdubz Clubs LLC, a golf equipment repair and fitting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Kathleen Bryant is a Series 66-licensed financial advisor with Raymond James & Associates in Matthews, NC, bringing 18 years of industry experience. She has worked with Raymond James & Associates since 2013, including her current tenure beginning in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Edwin Richardson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining LPL Financial in 2019, he worked for over two decades at H.D. Vest Advisory Services and related entities. In addition to his advisory role, he is a certified public accountant and owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary management options supported by research and various portfolio strategies.

Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

Todd Petersen is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at GWN Securities, Ameritas Investment Corp., and Capital Choice firms, as well as 12 years at Carmax. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Dylan Hales is a CFP® and holds a Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. 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 affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he works as a personal trainer at Anytime Fitness and coaches group fitness at ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of managed solutions and advisory services with over $1 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at Cetera Advisor Networks LLC for seven years. Cullipher is also the owner of Kapital Accumulation Concepts, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent financial professionals, employing various portfolio management strategies and custodial platforms tailored to client objectives.

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.

Amy Wlodyka is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and has been involved in managing ANW 4 LLC, a business providing administrative services and referee assignments for local soccer organizations. Outside of finance, she has been active with Charlotte Soccer Academy and Wingate International Soccer Academy since 2008. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various investment strategies and solutions tailored to client objectives across multiple custody platforms.

John Honeycutt is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Passport Labs, Inc. and SPX Flow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

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.

Joseph Milano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. He is also managing director of Milano Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions across multiple platforms, incorporating both proprietary and third-party strategies.

Bradford Sabol is a financial advisor at Ameriprise with three years of industry experience. He holds the Series 66 credential and has worked at firms including IAG Wealth Partners and LPL Financial. Outside of finance, he has involvement in sports-related ventures such as Lake Country Sports Academy and Washington Wild Things. 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 detailed retirement-income planning and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Christopher Zino is a financial advisor with Edward Jones in Indian Trail, NC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Reginald Hunnicutt Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked with Cetera and its affiliated entities since 2013, with prior roles at Wealth Enhancement Group and LPL Financial. Outside of his advisory work, he serves as an elder and committee chairman for the Rocky River Presbyterian Church in Concord, NC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary account structures.