Matini Baruwa Etti is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Bank of America, KeyBank, JPMorgan Chase Bank, and affiliated securities firms. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Jeff Leichman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over two decades, contributing to various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service Trader. His extensive experience within the company reflects his commitment to exceptional client service and personalized financial guidance. Throughout his career at Fidelity, Jeff has focused on partnering with clients to develop financial plans aimed at achieving their financial goals. His expertise encompasses diverse investment choices and tailored advisory services. Jeff's long tenure at Fidelity demonstrates his dedication to the firm's principles and client-centered approach.

Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.

Bret Alexander is a financial advisor with Mass Mutual Investors Services in Monroe, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Intuitive Compensation Group and Southern Tier Brewing Company, as well as service with the Cabarrus County Sheriff's Office. Outside of his advisory work, he assists clients in obtaining non-variable life insurance, annuity, and disability income products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual engagements to develop recommendations.

Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 38 years of industry experience. He has been with Cambridge since 2009 and serves as an associate pastor and music ministry assistant at Christ Lutheran Church. He is also a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary and serves as a supply pastor and musician for churches in North Carolina and South Carolina. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Jared Gibson Jr. is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at BMW of Tuscaloosa and Carite of Tuscaloosa. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research-driven approaches rooted in diversification principles and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Andrew Perkins is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. From 2017 to 2023, Andrew worked as a Financial Consultant at E*TRADE Financial. His professional experience spans several years in financial consulting and investment advisory, focusing on building financial plans tailored to clients' goals. Andrew emphasizes forming trusting relationships with clients and prioritizes trust, reliability, and proficiency in his work.

Katie Stogner is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Founders Federal Credit Union. Outside of her advisory role, she is involved with the Center for Student Leadership & Engagement and the YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolio and third-party asset management programs.

James Mullis III is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax advisory and insurance services from 2021 to 2025. Outside of his advisory role, he has experience assisting with tax return processing and serves as a poll manager during elections in Lancaster County, SC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a wide range of investment management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with more than 10,000 advisors managing over $256 billion in assets.

Thomas Donahue is a CFP® and ChFC® with 33 years of experience in the financial services industry. He is currently with LPL Financial and has held roles at The Pinnacle Financial Group and Commonwealth Financial Network, among others. Donahue is also the treasurer and part-owner of Elite Benefits Group, Inc., a company involved in fixed insurance sales. LPL Financial is a national broker-dealer and registered investment adviser that serves individual and institutional clients through a large network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Timothy Hamilton is a financial advisor with LPL Financial in Monroe, NC, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has worked at The Pinnacle Financial Group, Commonwealth Financial Network, Equitable Advisors, and Mony Securities Corporation. Outside of his advisory roles, he is president and part-owner of Elite Benefits Group, Inc., which conducts fixed insurance sales. 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 portfolio management services delivered through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Sarah Drummond is Vice President and Branch Leader at Fidelity Investments. In her role, she leads a team of financial professionals who work collaboratively with clients and their families to develop financial plans tailored to their definitions of success, including making sound investment decisions, growing or protecting wealth, and leaving a legacy. Drummond has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Branch Leader. Her extensive experience at Fidelity encompasses client relationship management and branch leadership responsibilities.

Thomas Mc Lean is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and JPMorgan Chase Bank. He has been with Edward Jones since 2021. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Katie Fitzpatrick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. She has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. Her work focuses on helping clients simplify their finances and develop well-designed financial strategies. She assists with planning for retirement, building wealth, and creating security for loved ones, aiming to provide clarity and confidence as clients work toward their financial goals. Outside of her professional role, Katie enjoys fitness, running, puzzles, exploring food, and spending time at the lake.

Steve Worthy is a CFP® and ChFC® with 46 years of industry experience. He is currently with OSAIC and has held roles at Maxworth Consulting Group, LLC since 2006 and Signator Investors, Inc. from 1980 to 2018. Worthy also serves as managing partner of Maxworth Consulting Group, where he develops compensation strategies for hospital emergency department medical staff. OSAIC is a multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm uses model-based asset allocation and portfolio optimization tools and supports a diverse client base including high-net-worth individuals, retirement plans, charities, and corporate clients.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.

Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

Garry Milbrod is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Zenith Marketing Group, and currently manages GIM Financial Solutions LLC. Milbrod also sells fixed insurance products such as life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers through multiple program structures and custodial relationships.

Elliott Wall is a financial advisor with Edward Jones in Lancaster, SC, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Meadow Wood Farms, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.