Austin George is a Financial Advisor with Merrill Lynch Wealth Management, where he has been registered since 2020. He focuses on personalized wealth management, retirement planning, and investment strategies tailored to meet the unique needs of his clients. Austin works to help clients achieve their financial goals through comprehensive services including education planning, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, and both individual and corporate investment strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston on a baseball scholarship, earning a bachelor's degree. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Austin enjoys watching sports, 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 Series 65 and Series 63 licenses and has worked at several firms including Securities America, Inc., DHFS Wealth Management, Investacorp, and First Allied Securities, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers comprehensive financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a range of research and portfolio management strategies.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Walter is also involved in the independent sale and servicing of fixed life insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services with a portfolio construction approach that includes various asset classes and both discretionary and non-discretionary management options.

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.

Cameron Hunt is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

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 based in Mooresville, NC. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial, Fontaine worked at The Vanguard Group and Genworth Financial, and has experience with nonprofit work through the Fontane Foundation Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and a range of discretionary and non-discretionary management strategies.

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 with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing options.

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 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.