Desiree Dufresne is a financial advisor with Edward Jones in Matthews, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she owns and maintains a rental property in Matthews, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.

Martha Catt is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 12 years. Martha is also involved with Catt Wealth Consulting, LLC, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

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.

Anupama Brookins is a CFP® professional with eight years of experience, currently serving at Cambridge Investment Research Advisors. Prior to her advisory role, she worked at Cisco Systems and operates Brookins Consultancy, providing analytics and customer insight services. She also holds adjunct faculty positions in marketing and computer science/statistics at universities in North Carolina and India, and teaches oil painting and tutors high school mathematics. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

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.

Adam Kanter is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bank of America and Jos A Bank. Outside of advising, he operates a sole proprietorship renting out extra rooms in his apartment. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial, he worked at HD Vest Investment Services and Advantax Investment Services Inc. Williams is also involved in tax preparation and accounting through Keith Richardson Consulting LLC, a business he has maintained since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Kristina Pyle is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Wells Fargo, and SunTrust prior to her current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Collin Brantmeyer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Motley Fool, Camp Digital, Public News Service, and VNYL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL in 2016, he worked at SunTrust Advisory Services and SunTrust Investment Services, Inc., where he spent a combined total of 11 years. Outside of his advisory role, Lenahan works as a caddie at Pinehurst Resort. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Ashton Dufresne is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including involvement with Mason Jar Matthews LLC, an Irish public house. Edward Jones is a full-service wealth management firm serving over 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.

Terry Haines is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cambridge Investment Research since 2019 and previously with H.D. Vest Advisory Services and other financial firms. Haines is also the owner of TLH Financial Services, Inc., operating as Haines Financial Services, Inc., and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody arrangements and proprietary and third-party investment strategies, providing flexible and tailored solutions through a nationwide network of independent financial professionals.

Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. 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 manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregg Nelsen is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2025 and also operates Nelsen Financial, which he has been involved with since 2002. Gregg has experience with Cadaret, Grant & Co., Inc. dating back to 1995. In addition to advisory work, he is involved in insurance sales, focusing on life, long-term care, disability, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory and brokerage services through a national network and offers both discretionary and non-discretionary portfolio management supported by research and technology.

Kyle Worthy is a financial advisor at Osaic Wealth, Inc. based in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Signator Investors Inc for 13 years before joining Osaic in 2018. Outside of advisory work, Kyle is a photographer and owner of Kyle Worthy Photography. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services with a broad selection of portfolio construction tools and third-party managed account solutions.

Sarah Reames is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 credentials and with 24 years of industry experience. She has held roles at Cambridge Investment Research and Avantax Advisory Services and operates her own CPA practice, Sarah N Reames CPA PLLC, which provides accounting and tax services. Reames also serves as a board member of a local condo association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement services through a network of independent professionals. The firm provides multiple investment platforms with discretionary and non-discretionary options, proprietary and third-party model strategies, and institutional features such as advisor transition support and compliance oversight.