Mitchell Comport is a financial advisor at LPL Financial with one year of industry experience. He holds the CFA® designation and a Series 63 license. His prior experience includes roles at Dimensional Fund Advisors, The Huntington National Bank, and KeyBank. 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 offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Nataly Tracy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Royal Alliance Associates and Charles Schwab & Co., Inc. Outside of her advisory career, she owns rental real estate properties. 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, institutions, and municipalities, offering financial planning and investment consulting through various programs and strategies.

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.

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 and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 17 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as an associate pastor and music ministry assistant at Christ Lutheran Church and is a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform arrangements and both proprietary and third-party investment strategies.

Jared Gibson Jr. is a financial advisor with Wells Fargo Clearing holding Series 65 and Series 63 licenses. He has two years of industry experience, including roles at Wells Fargo Bank and prior work in the automotive and lawn care industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a large network of over 14,000 advisors.

George Griggs III is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has worked at multiple firms including Pruco Securities LLC, Kemble Financial LLC, Carroll Financial, and Northwestern Mutual. His background also includes roles outside finance at East Carolina University and Charlotte Catholic High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment advice, financial planning, and access to a range of financial products.

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.

Wesley Norman is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Equitable Advisors since 2014 and previously was associated with Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Joseph Murtagh Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 54 years of industry experience. His prior roles include extensive tenures at Royal Alliance Associates, Inc. and Cadaret, Grant & Co., Inc. He is also president of The Dream Speaker Inc., a business entity he manages alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

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.

Gregory Arthur is a financial advisor at Ameriprise with 31 years of industry experience. He has held positions within Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of a photography business and serves on the strategic planning board of the Fort Mill Church of God. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Brandon Monette is a CFP® and ChFC® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. His background includes over two decades in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.

Marc Blount is a financial advisor at Fidelity with the designations ChFC® and Series 63, and 25 years of industry experience. He worked at TIAA from 2002 to 2025 before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios of mutual funds, ETFs, and ETPs.

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.

Kyle Williams is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 19 years of industry experience. He previously worked at Voya Financial Advisors and Steve and Brad Little. Outside of his advisory role, Williams is an independent insurance agent and owns a financial services business, 401KYLE.COM. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures and third-party money managers.

Steve Worthy is a financial advisor at OSAIC based in Charlotte, NC, holding CFP® and ChFC® designations with 46 years of industry experience. He has worked at Signator Investors, Inc. for 38 years and has been involved with Maxworth Consulting Group, LLC since 2006, where he manages consulting services related to compensation strategies for emergency department medical staff. Worthy has also worked in fixed insurance since 2018. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through an extensive network of financial advisors. The firm employs proprietary asset-allocation tools and supports a variety of investment products and managed account solutions.

James Copley is a financial advisor with Ameriprise Financial Services LLC in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Ameriprise in 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 written retirement-income recommendation reports and ongoing planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.