Gary Samuelson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and investment services.

Danna Nealon is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. She previously worked at Bank of America and Merrill from 2016 to 2018. Outside of her advisory role, Nealon serves as treasurer for the Preston at the Lake Homeowners Association in Cornelius, NC, where she maintains bookkeeping. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2020. In this position, he focuses on personalized wealth management, retirement planning, and investment strategies tailored to the unique needs of each client. Austin works to help clients achieve their financial goals through comprehensive planning, including education planning, legacy planning, and philanthropic strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston with a bachelor's degree, where he was also a recipient of a baseball scholarship. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), reflecting his expertise in individual and corporate investment strategy, as well as sports and entertainment financial planning. Outside of his professional work, Austin's personal interests include baseball, football, fishing, and boating.

Jeffrey Kerr is a financial advisor with Thrivent Investment Management in Troutman, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Thrivent in 2017, he worked at NC Farm Bureau Insurance and was involved with JTG Daughtery Racing. Outside of financial advising, he operates a leadership training business that leverages his background in athletics and NASCAR pit crew experience to provide team-building training for police, fire, medic, and SWAT personnel. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm emphasizes written recommendations across various planning topics and maintains a separation between planning and managed-account services.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Securities America, Investacorp, and First Allied Securities. She is also a notary and a co-owner of a real estate rental business. 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 and access to model portfolios and third-party asset management.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors, SSN Advisory, New England Securities, and Securian Financial Services. He is also involved in the independent sale and service of fixed life insurance and fixed annuity contracts. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting various investment programs and strategies.

Brian Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and has been in the industry since 2026. Prior to joining Raymond James, he worked at Foresight Sports for four years and IZEA for eleven years. Fisher is a minority owner of Neoteric Brewing, a brewery based in Huntersville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Charles Lupton is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Uber Technologies, Residences at The Little Nell, and several other companies across varied industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on combining fundamental research and quantitative analysis through systematic, algorithm-driven methodologies.

Tiffany Guarino is a financial advisor at Raymond James Financial with a Series 65 credential and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is employed at Williamson Wealth Group in client relations and office administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

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.

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.

William Payne is a Series 66-licensed financial advisor with Edward Jones in Denver, NC, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at BB&T Investments and BB&T Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Elizabeth Bartunek is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. She has worked at several firms including Edward Jones, LPL Financial, and Morgan Stanley, and has been with J.P. Morgan Securities since 2015. Outside of her advisory role, she is involved as an online fitness coach for Beachbody and holds a minority ownership interest in a motorsports park. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a forward-looking investment approach.

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.

Zachary Tussel is a Series 66-licensed financial advisor with eight years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked previously at Elmore Financial Group and New York Life. Outside of advisory work, he is a partner in non-investment businesses including Boats & Tows LLC and Clean Supreme Ventures LLC, and he is also involved in insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Chris Angelino is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over thirty years of experience in financial services. He leads the Angelino & Associates team, which offers a comprehensive platform of financial services designed to meet the needs of clients ranging from corporate executives to physicians and affluent families. The team's approach includes regular, proactive communication, quarterly portfolio reviews, and annual financial strategy sessions to provide a comprehensive understanding of clients' financial affairs and anticipate their future needs. Chris specializes in assisting physicians and their families by integrating their personal and professional finances efficiently. Key services offered to physicians include asset preservation, investment risk reduction, fiduciary services for qualified retirement plans, and advanced retirement plan design to maximize tax-efficient investing. His areas of expertise also cover education planning, executive compensation, family wealth management strategies, defined benefit plans, retirement income, philanthropic planning, socially responsible investing, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. Chris earned a Bachelor's Degree from Indiana University and completed his high school education at Dulaney Sr High. Outside of work, he enjoys adventure sports, biking, boating, camping, hiking, scuba diving, spending time with family, traveling, and yoga.

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.