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 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.

James Copley is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Graham Wilson is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 40 years of industry experience. He is also the president and owner of Sterling Financial Group, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Commonwealth Financial Network, Lincoln Investment, Capital Analysts, Incorporated, and Bankers Life Company. 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, model portfolios, third-party asset management, and institutional platforms.

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 licenses and bringing 26 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Valic Financial Advisors. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 Certified Financial Planner® at Cambridge Investment Research Advisors with eight years of industry experience. She has worked at Cambridge Investment Research since 2018 and previously held a position at Cisco Systems. Outside of her advisory role, she teaches as an adjunct professor at the University of North Carolina Charlotte and Banarasthali Vidyapith University in India, and she owns Brookins Consultancy, which provides analytics and customer insight services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisors, and proprietary model strategies.

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 with Merrill in Charlotte, NC, holding a Series 66 designation and two years of industry experience. He has worked at Merrill since 2020 and previously held roles at Bank of America and Jos A Bank. Outside of his advisory role, he operates a small rental business managing tenants and property maintenance. 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 a range of individual and institutional clients.

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds the Series 66 designation and has six years of industry experience. He has been with LPL Financial since 2019 and also operates Keith Richardson Consulting LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kristina Pyle is a financial advisor with Merrill in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her work history includes roles at Bank of America, Wells Fargo, and SunTrust Advisory Services. 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.

Collin Brantmeyer is a financial advisor with Edward Jones in Matthews, NC, holding 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, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Outside of his advisory work, he is employed part-time as a caddie at Pinehurst Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Gregory Dutton is a CFP® with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Charlotte, NC. He has held positions at UBS Financial Services from 2015 to 2022 before joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

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.

John Shinas is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses. Although he is new to the industry with less than a year of experience, he has a longstanding background in business through his role at Insulating Services, Inc. since 2007. MassMutual 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 using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

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.