Maxwell Fontaine is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked previously at The Vanguard Group and Genworth Financial, and is involved with the Fontane Foundation Inc., a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 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.

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 at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 credential and has previously worked at firms including LPL Financial, Edward Jones, and Morgan Stanley. Outside of her advisory role, she is involved as an online fitness coach with Beachbody and is a part-owner of a motorsports park. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

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 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 at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Wachovia Securities. She is also involved in multiple business entities related to wealth management and advisory services in Davidson, North Carolina. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and institutional platforms.

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 based in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at LPL Financial Services and Bank of America. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

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 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® 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.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of her advisory work, she is a notary public and holds a minor ownership interest in an auto sales business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alyson Kennedy is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. Her career includes roles at Winter Past and longstanding positions with The Vanguard Group, Inc. and Vanguard Marketing Corporation. 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 approach with portfolios mainly composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through digital delivery and team servicing.

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.