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 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.

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.

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 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.

Omar Radney is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Wells Fargo in 2025, he worked at The Vanguard Group for 12 years and was involved in logistics and trucking businesses through JackRad Logistics LLC and G&O Trucking LLC. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Patrick O’Rourke is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and operates a residential powerwashing business in Concord, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

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.