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.

Ryan Kasakove is a financial advisor at Vanguard Advisers with three years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services before joining Vanguard in 2025. His background also includes various non-financial roles such as working at DSN Basketball Camp and Country Roads Day Camp. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering several customization options and managing a large client base through a digital platform supported by over 2,200 advisors.

Dionne Mcbride is a financial advisor at Vanguard Advisers with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Vanguard Advisers since 2015, as well as with related Vanguard entities since 2004. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through its digital delivery platform and team servicing model.

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.

Abram Early is a CFP®-certified financial advisor with 25 years of industry experience. He has been with The Vanguard Group, Inc. since 2015. Early also serves as an agent for an immediate family member in an investment-related capacity. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach featuring proprietary models and tax-aware portfolio strategies, managing a large client base through a combination of digital delivery and a team servicing model.

Colleen Fitzgerald is a CFP®-certified financial advisor with 12 years of industry experience. She has been with Vanguard Advisers since 2016 and also holds roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. in Charlotte, NC. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using goal-based, algorithm-driven portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a high client-per-advisor ratio enabled by its digital platform and team servicing model.

Brian Fisher is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Raymond James, he worked at Foresight Sports and IZEA. Outside of finance, he is a minority owner of Neoteric Brewing, a brewery in Huntersville, North Carolina. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a notable emphasis on advisory and implementation-support services.

Kadejha Adams is a financial advisor at Vanguard Advisers with two years of industry experience. She holds Series 66 and Series 63 credentials and has prior experience with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of her advisory role, she is involved with Caribbean Kissed Cosmetics LLC. Vanguard Advisers provides 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 using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

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.

Timothy Apple is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameritas Investment Corp. and William C Moore Financial Services. He has also been employed by The Vanguard Group since 2019. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct diversified portfolios primarily from Vanguard funds and ETFs.

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 designation and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is involved with Williamson Wealth Group in client relations and office administration. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options.

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 licenses. She has 12 years of industry experience and has been with The Vanguard Group since 2013. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base using both automated platforms and advisor teams.

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.

James Acuna is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at The Vanguard Group, Inc. since 2005. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

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.

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.