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.

Trudy Mullins is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2014 and previously worked at Vision Capital & Management and FSC Securities Corporation. In addition to her advisory role, she is an associate at Elmore Financial Group, where she supports administrative and financial advisor functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and supports various advisory programs and institutional portfolio management.

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.

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.

La Teesha Mc Cullough is a CFP® and Series 66–licensed financial advisor with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at LPL Financial, Fifth Third Bank, and Chase Bank. Outside of her advisory role, she is the owner of Swole and Whole, LLC, a retail ecommerce business focused on athletic apparel, though she is currently not active in merchandise sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Kevin Fogg is a financial advisor at Fidelity with Series 63, 65, and 66 designations and four years of industry experience. His prior work includes positions at The Vanguard Group, Cardinal Financial, and New Rez, as well as a lengthy tenure at Macy's Inc. from 2003 to 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Marshall Ward is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he was involved with JFL Enterprises Inc d/b/a Failure Free Reading from 2011 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Mark Sides is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations. He has prior experience working with TIAA-CREF and Accenture as a contractor for TIAA, spanning several years in various roles since 2012. 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, institutional clients, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.