Timothy Neu is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including The Vanguard Group, PNC Financial Services, and JP Morgan. Outside of advising, he has experience in property management through Revival Property Management LLC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products and model portfolios.

Summer Sprouse is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2017 and previously at Shapiro and Ingle. Outside of investment advising, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately $15.5 billion in assets under management. The firm delivers advisory services primarily through model-based strategies developed by third-party asset managers.

Kenneth Hoffman is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 37 years of industry experience. He has been with Edward Jones since 1988. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Mitchell Gatewood is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Edward Jones, First Citizens Investor Services, and SunTrust Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs.

John Miano is a Series 66-registered advisor with Merrill in Huntersville, NC, where he has worked since 2014, accumulating 12 years of industry experience. He is involved in rental property investment activities outside of his advisory role. 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 a range of individual and institutional clients.

Linda O Loughlin is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 18 years of industry experience. Prior to joining Raymond James in 2021, she worked at Wells Fargo Clearing from 2016 to 2021. Outside of her advisory role, she is employed part-time as a delivery driver for DoorDash. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a range of portfolio management styles.

Christopher George is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. He holds a Bachelor's degree in Business Administration from Kent State University. Christopher has over 27 years of experience as a registered Wealth Management Advisor and possesses the Sports & Entertainment Accredited Wealth Management Advisor™ designation, among other professional certifications such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Before his financial advisory career, Christopher was a professional baseball player, selected in the 7th round of the 1988 Major League Baseball draft. He competed for both the Milwaukee Brewers and the Florida Marlins over eight years, earning recognition as a three-time All Star and receiving the Ray Scarborough Minor League Player of the Year Award. His background in professional sports has shaped his approach to business through qualities like motivation, competitiveness, and strong work ethic. Christopher's client focus areas include college education planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, sports and entertainment, and retirement income. Outside of his professional work, he is involved with Ronald McDonald House Charities and enjoys spending time with his wife Katie and their two children at their home in Lake Norman. His personal interests include boating, fishing, baseball, and football, and he also coaches his children's sports teams.

Charles Moore III is a financial advisor with LPL Financial in Mooresville, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His previous roles include positions at Nationwide Securities and Nationwide Advisory Services, and he has been involved with Charles Moore Jr Insurance Agency since 1991. 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 various advisory and brokerage services, including financial planning and model portfolios, delivered through a large network of investment adviser representatives.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 65, Series 63, and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Allstate Financial Services, and Hornor, Townsend & Kent. He also serves as an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements that utilize firm-approved software tools to analyze client goals and deliver written recommendations.

Robert Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Citigroup Global Markets from 2001 to 2009. Outside of his advisory role, he is the owner and principal of a company that creates and licenses a college basketball pool for national distribution. 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 services including financial planning and portfolio management, utilizing LPL Research model portfolios and third-party subadvisors, supported by advanced operational tools.

Laura Long is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. She previously worked with Wells Fargo Advisors and Wells Fargo Clearing. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging a network of investment adviser representatives and various technology tools.

John Mccabe III is a financial advisor with LPL Financial based in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at Flagstar Bank, First National Bank of PA, Cetera Investment Services, Bank of America, Merrill, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on combining scale and diverse financial activities alongside its advisory platform.

Allen Roud is the principal advisor at Roud Financial Services, LLC, an independent firm based in Huntersville, NC. He holds the Series 66 designation and has 17 years of industry experience, including two years at Merrill prior to founding his current firm in 2011. Outside of his advisory role, he is a partner in an agricultural business that manages farmland. Roud Financial Services provides investment supervisory and financial planning services to individual clients. The firm employs a written Investment Policy Statement to tailor portfolios to clients’ income, tax situations, and risk tolerances, offering both ongoing advisory relationships and project-based, hourly planning options.

Donna Pleasant is a financial advisor at Vision Capital & Management with 20 years of industry experience. She holds Series 66 and Series 65 licenses and has worked with FSC Securities Corporation, Uwharrie Investment Advisors, Inc., and Uvest Financial Services Group, Inc. prior to her current role. Vision Capital & Management provides discretionary and non-discretionary investment advisory services to a range of clients including individuals, trusts, charitable organizations, and institutional clients. The firm uses a macro-driven “core vision thesis” investment process that emphasizes asset-class diversification and correlation strategies, primarily employing mutual funds and ETFs in portfolio management.

Eric Vogen is a CFP® with 40 years of industry experience, currently serving as an advisor at Vision Capital & Management in Davidson, NC. He has worked at FSC Securities Corp. for 21 years and has been with Vision Capital & Management for 25 years. Outside of his advisory role, he is involved in real estate property management through ownership of Vogen Properties, LLC. Vision Capital & Management provides portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary assets while also advising third-party advisors through its investment models, employing a macro trend-based investment process that utilizes mutual funds, ETFs, and digital-asset ETFs.