Colleen Fitzgerald is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. She has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2013. Vanguard Advisers offers automated and human-supported investment advice through digital platforms and personal advisory services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create customized portfolios primarily composed of Vanguard funds and ETFs.

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 63 and Series 66 designations. In addition to her advisory role, she is involved with Caribbean Kissed Cosmetics LLC, an entrepreneurial venture. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs, offering customization options and tax-aware features.

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 in Concord, NC. He holds Series 63 and Series 65 registrations and has approximately two years of industry experience. His prior work includes roles at Wells Fargo and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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 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.

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.

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.

Patrick O’Rourke is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Outside of advising, he owns and operates a residential power washing business in Concord, NC. 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 delivers both brokerage and advisory solutions supported by research and analytics.

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 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.