Bruce Bevins II is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. Outside of his advisory work, he is the CEO and owner of Bdubz Clubs LLC, a golf equipment repair and fitting business in Matthews, NC. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies and operational tools.

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 at LPL Financial with 34 years of industry experience. He holds the Series 63 designation and has worked previously at HD Vest Insurance Agency and H.D. Vest Advisory Services. Besides his advisory role, he owns a consulting firm offering tax preparation and accounting services and serves as an executor in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a national network of over 22,800 advisors.

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 with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Gwn Securities, Ameritas Investment Corp., and Capital Choice Investment Advisers. Outside of his advisory work, he is involved with SmartPro Financial as an Investment Adviser Representative. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Gary Spencer is a CFP®-designated financial advisor with Ameriprise in Charlotte, NC, and has three years of industry experience. He previously worked with Truist Advisory Services Inc. and Truist Investment Services Inc. from 2023 to 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using written recommendation reports and tax-aware withdrawal strategies.

Dylan Hales is a Certified Financial Planner (CFP®) with 10 years of industry experience, all of which has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, Smithers is active as a personal trainer and fitness coach with Anytime Fitness and ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 51 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously spent seven years at Cetera Advisor Networks LLC. He is also the owner of Kapital Accumulation Concepts, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 and holds a Series 65 designation. She is also co-owner of ANW 4 LLC, which provides administrative services and referee assignments for local soccer organizations. Outside of finance, she has been involved with the Charlotte Soccer Academy and Wingate International Soccer Academy for over 18 years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Duncan Wilson is a CFP® with 15 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Sterling Financial Group, Commonwealth Financial Network, Lincoln Investment, and Capital Analysts Incorporated. In addition to his financial advisory work, he also practices law through his own law office. 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 institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, supported by technology tools and a broad network of over 22,900 advisors.

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® professional with 26 years of experience in the financial industry, currently serving at Fidelity. His career includes multiple roles within Fidelity Investments since 2010, with earlier experience at Truist Investment Services, BB&T Asset Management, and Ernst & Young Investment Advisers. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including prior roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance. Milano is also the managing director of Milano Financial Group, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through its extensive network of financial professionals. The firm employs multiple platforms for both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model 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.