Cameron Hunt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, as well as Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Diana Decuir is a financial advisor with Merrill in Concord, NC, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill Lynch since 2022, with an additional sixteen years at Bank of America prior to that. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maxwell Fontaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked previously at The Vanguard Group and Genworth Financial, and is involved with the Fontane Foundation Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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.

Davis Whitley is a financial advisor with MML Investors Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He previously worked at Metlife Securities Inc. for 40 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of advising, he serves as a North Carolina notary public and operates a health and group insurance sales business. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports event-driven planning services such as estate settlement and divorce planning.

Edward Conway is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. His credentials include Series 63 and Series 65 licenses. Conway is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Ryan Milem is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and five years of industry experience. His prior roles include positions at South State Bank, Dropoff, and Family Trust Credit Union. Outside of advising, he has worked in maintenance at Home Depot. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by delivering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies along with access to third-party advisers and multiple custodial platforms.

Christina Mcconnell is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wachovia Securities. Mcconnell also operates several business entities related to wealth management and investment advisory services. 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 advisory and brokerage services including financial planning and access to model portfolios and third-party asset managers.

James Richardson III is a CFP® professional affiliated with Edward Jones, where he has worked since 2000, accumulating 25 years of industry experience. Based in Kannapolis, NC, he holds Series 63 and Series 66 licenses. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Brady Leatherman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Ted Lanes Inc. and Golf Galaxy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Kyle Lambeth is a CFP® professional with 27 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He is based in Davidson, NC, and serves as a firefighter for the Town of Davidson in addition to his advisory role. Lambeth has been involved with the North Mecklenburg Rescue Squad since 2005. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs extensive research and analytics in its investment approach and operates at a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo since 2016. Outside of her advisory role, she has a minority ownership interest in a business related to auto sales. Wells Fargo Advisors provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics and offers a range of financial products through affiliated bank and insurance entities.

Travis Mull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Bank of America. He serves as treasurer for the Morganton Downtown Development Association. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Daniel Brown is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, where he has worked since 2022. In this role, he helps clients understand complex strategies, financial topics, and tools to support their financial goals. His professional experience includes positions as a Financial Advisor at The Vanguard Group from 2020 to 2021, a Client Relationship Consultant at TIAA from 2018 to 2020, a Senior Financial Consultant at TIAA from 2016 to 2018, and a High Net Worth Investment Consultant at The Vanguard Group from 2008 to 2016.

Jon Schrand is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He initially helped open the Huntersville Fidelity office and works with individuals and families to identify risks and opportunities to build, protect, and transfer wealth. Jon follows a structured five-step financial planning process that includes understanding client backgrounds and goals, diagnosing financial situations, co-creating tailored plans, implementing those plans, and monitoring them over time to adjust for life events and health changes. Jon has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Investment Solutions Representative, Investment Consultant, and Financial Consultant prior to his current position. His experience spans over a decade within the firm, focusing on comprehensive financial advice and client partnership. Outside of his professional work, Jon is engaged in family activities and enjoys fitness, golf, outdoor adventures, parenthood, and tennis.

William Matyi Jr. is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and previously worked at Voya Investment Management and Prudential Investment Management Services. Outside of advisory work, he manages investment properties in Davidson, NC. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary retirement income plans through a centralized consulting team.

Cody Rachau is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2006 and Primerica Financial Services since 2004. Outside of his advisory role, he serves as Managing Member and President of Rachau Management Group, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on non-institutional clients.

Austin Larson is a Financial Consultant at Fidelity Investments, bringing his expertise in retirement planning to clients. As a Certified Financial Planner™, he focuses on helping clients navigate the complexities of retirement strategies and tools. Austin has experience in various financial roles, including Planning Consultant and Financial Representative at Fidelity Investments, as well as a Financial Advisor at Northwestern Mutual. He is known for his follow-through and family-first approach when working with clients. Outside of his professional life, Austin has personal interests in fishing, golf, and military service.

Joseph Byer is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, LPL Financial, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Ryan Meiser is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2010, advancing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Advisor and Financial Advisor Intern at Edward Jones Investments from 2007 to 2010. With over 15 years of experience in the financial industry, Ryan helps clients grow and protect their wealth, make sound investment decisions, and simplify their financial lives. He leverages his understanding of Fidelity's broad platform of resources to assist clients in creating personalized financial plans. Outside of his professional work, Ryan has interests in boating, parenthood, reading, running, and soccer.

Nathan Friesz is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to his advisory role, he worked at Bank of America and has several years of experience in the food service industry. 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 investors.