Elizabeth Bartunek is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2015 and is also involved as an online fitness coach with Beachbody. Outside of finance, she is a part-owner of 2102 Motorsports LLC, a motorsports park focused on drag racing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Milem is a financial advisor with Cambridge Investment Research Advisors in Mooresville, NC, holding a Series 65 designation and five years of industry experience. His prior roles include positions at South State Bank, Dropoff, and Family Trust Credit Union. Outside of advisory work, he has been employed in maintenance roles, including at Home Depot. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.

Christina McConnell is a financial advisor with LPL Financial in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Christina is also involved with multiple business entities related to wealth management and investment advising. 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, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and advanced portfolio solutions.

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.

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 at Merrill Lynch Wealth Management with nearly thirty years of experience in financial services. He leads the financial services team of Angelino & Associates, providing comprehensive financial planning and portfolio management to a diverse client base including corporate executives, physicians, and affluent families. Chris emphasizes a client-centered approach through a comprehensive financial projection process, regular communication, consistent portfolio reviews, and bi-annual strategy updates. His expertise includes education planning, executive compensation, family wealth management strategies, services for defined benefit plans, retirement planning, philanthropic planning, tax minimization, socially responsible investing, and retirement income strategies. Chris has a deep understanding of the unique financial needs of medical professionals and delivers customized wealth management solutions to help physicians and their families integrate personal and professional finances, focusing on asset preservation, risk reduction, fiduciary services, and tax-efficient investing. Chris holds a Bachelor's Degree from Indiana University and a High School Diploma from Dulaney Sr High. He is a Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English, German, and Spanish. Outside of work, Chris enjoys adventure sports, biking, boating, camping, hiking, scuba diving, traveling, yoga, and spending time with his family.

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® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his financial advisory role, Lambeth has been a firefighter with the Town of Davidson since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of her advisory work, she is a notary public and holds a minor ownership interest in an auto sales business. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

Trudy Mullins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Denver, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Raymond James since 2014 and is also an associate at Elmore Financial Group, where she performs administrative and financial assistant duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to inform non-discretionary planning and customized investment consulting.

David Byrne II is a CFP® professional with 16 years of experience in the financial industry, all with Edward Jones since 2010. He is based in Cornelius, NC. Outside of his advisory work, he is involved in managing rental properties through several entities in the Cornelius and Charlotte areas. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dean Williamson is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of advising, he is the owner of Eagles Nest Winery, a winery and wine bar in North Carolina, and he has authored a book. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a broad network of advisors with specialized programs and consulting services.

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.

Dyron Trotman is a Senior Financial Advisor specializing in building and preserving generational wealth. His practice focuses on assisting executives, professionals, and business owners in managing their income and assets efficiently while addressing the desire to enjoy the fruits of their labor without jeopardizing their financial future. He works closely with clients to develop personalized financial strategies that align with their long-term goals. With expertise in areas such as executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Dyron employs tools like the Merrill Personal Wealth Analysis® to help clients navigate complex financial questions related to exiting careers, managing RSUs, tax minimization, and ensuring family legacies. He is affiliated with Merrill Lynch Wealth Management and holds the Personal Investment Advisor (PIA) designation. Dyron earned a Bachelor's Degree from Norfolk State University. In addition to his professional work, Dyron participates in community volunteering organizations and enjoys personal interests including bowling, football, music, photography, spending time with his family, and watching movies.

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.

David Schiff is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Cornelius, NC. He has been with Raymond James Financial Services, Inc. since 2002 and with Raymond James Financial since 2009. In addition to his advisory role, Schiff owns Schiff Financial, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to model potential outcomes.

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.