Austin Payne is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to help them clearly define and prioritize their financial goals. He leverages Fidelity's planning resources and collaborates with colleagues to assist clients in crafting plans aimed at achieving peace of mind in their financial journey. Austin's professional experience includes serving as an Investment Consultant since 2026 at Fidelity Investments. Prior to this, he worked as an Investment Solutions Representative from 2022 to 2026, and as a High Net Worth Service Associate I & II from 2021 to 2022, both at Fidelity Investments. Before joining Fidelity, he was an Asset Transfer Specialist at Vanguard in 2021.

David Ingram is a financial advisor with Comprehensive Wealth Management in Peachtree City, GA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Ingram has worked with Calton & Associates, Inc. since 2009 and has been with Comprehensive Wealth Management since 2007. Comprehensive Wealth Management is an independent, single-advisor firm serving a small client base of four households. The firm provides tailored portfolio management and financial planning services on a primarily non-discretionary basis, integrating insurance products alongside investment advisory services.