Cameron Hunt is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, as well as Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

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.

Ronnie Bushay is a CFP® and holds a Series 66 designation with six years of industry experience. He has worked at Vanguard Advisers, The Vanguard Group, Inc., and Vanguard Marketing Corporation since 2025, and previously was part of the Wealth Management Group and Independent Financial Group, LLC. Bushay maintains a California life and health insurance license. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized asset allocations, managing a large client base with an extensive digital platform and advisor team.

Alexandra Kirkpatrick is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs an algorithm-driven, goal-based investment approach using proprietary models to set personalized asset allocations, with portfolios largely constructed from Vanguard funds and ETFs.

Diana Decuir is a financial advisor with Merrill in Concord, NC, holding a Series 66 designation and four years of industry experience. She has worked at Bank of America and Merrill Lynch since 2022, with an additional sixteen years at Bank of America prior to that. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maxwell Fontaine is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and four years of industry experience. His career includes roles at The Vanguard Group, Genworth Financial, and self-employment, as well as involvement with the Fontane Foundation Inc., a nonprofit organization. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive research and technological tools.

James Acuna is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with The Vanguard Group since 2005. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships through a combination of digital platforms and advisory teams.

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.

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.

Jeremy Post is a CFP® professional with seven years of industry experience, currently serving at Vanguard Advisers. He has previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc., and holds an insurance license maintained since 2017. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisory teams.

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.

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.

Justin Foxx is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Tek Systems, LPL Financial Services, and Bank of America. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, with various customization options.

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.

Aliya Washington is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior experience includes roles at The Vanguard Group and LPL Financial. Washington is based in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach, employing proprietary models to create personalized asset allocations primarily using Vanguard funds and ETFs.

Matthew Hawes is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, Series 65, and Series 66 credentials and with 27 years of industry experience. He has been with Vanguard Advisers since 2019 and has worked with various entities within The Vanguard Group since 2015. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Erin Gomez is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. She has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs.

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.