Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Anupama Brookins is a Certified Financial Planner® at Cambridge Investment Research Advisors with eight years of industry experience. She has worked at Cambridge Investment Research since 2018 and previously held a position at Cisco Systems. Outside of her advisory role, she teaches as an adjunct professor at the University of North Carolina Charlotte and Banarasthali Vidyapith University in India, and she owns Brookins Consultancy, which provides analytics and customer insight services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisors, and proprietary model strategies.

Ryan Rump is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Northwestern Mutual. His work history also includes non-financial roles in the food service and fitness industries. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dean Castaldo is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, he served in the U.S. Navy Reserves for over ten years and was affiliated with the U.S. Naval Academy Foundation for five years. 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 through a structured, research-driven process.

Cole Cecconi is a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He works with individuals, families, and business owners to develop personalized financial strategies, focusing on investment planning, retirement planning, wealth management, and long-term financial goals. Cole emphasizes clear communication and thoughtful guidance to assist clients in making confident decisions about their financial future. He began his career with the CBC Group as an intern in 2023 and holds the Personal Investment Advisor (PIA) designation. Cole earned his Bachelor's Degree and Master of Business Administration (MBA) from Rollins College. He leverages his education and experience to provide tailored financial advice aligned with clients' needs and objectives.

Kimberly Bryant is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, LLC. Kimberly is also involved with Freedom360 Financial as a financial planner. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Dory Hux is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, leveraging algorithmic automation and a centralized consulting team to support advisors and clients.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles at Bank of America and Bethune Cookman University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Roy Blakeburn is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at The Huntington Investment Company and Wells Fargo. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

William Dornik is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Janney Montgomery Scott. Outside of finance, his background includes roles in the restaurant and automotive dealership industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Amanda Bateman is a CFP® professional affiliated with LPL Financial, based in Fort Mill, SC, with 11 years of industry experience. Her prior roles include positions at The Vanguard Group, Dentist Advisors, and Northwestern Mutual Investment Management. She is also involved in an outside employment role unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Jennifer Malaney is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She previously worked at Merrill Lynch for nine years before joining Raymond James in 2017. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services.

Eli Naughton is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has worked at several firms including Dyer & Company, LLC, and JPMorgan Chase Bank, N.A., and has educational experience at Davidson College. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates both quantitative and qualitative research and includes a framework for ESG eligibility.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

James Stroupe is a financial advisor at Ameriprise with 17 years of industry experience and holds a Series 66 designation. He has previously worked with The Huntington Investment Company, Truist Investment Services, SunTrust Investment Services, and BB&T Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Benjamin Jackson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with LPL Enterprise, where he has worked since 2024, following roles at Pruco Securities LLC and Wells Fargo Clearing Services. Jackson has prior experience in both the financial services sector and education, having held positions at Elon University and The Pinnacle Group Investment Services. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm emphasizes model-driven investment implementation, financial planning, and access to third-party asset managers and wealth management programs.

Katherine Robinson is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having 9 years of industry experience. Her prior roles include positions at Merrill Lynch and The Vanguard Group, as well as four years at Davidson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and a broad range of investment products.

Derek Kucharski is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to his current role, he has held positions at New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves a broad range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm emphasizes matching clients to advisory models or discretionary managers and incorporates both proprietary and third-party solutions in its service delivery.

William Connor is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services since 2019. Prior to joining UBS, he worked at Dogwood Southern Table and Campbell University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Andrew Holden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has experience in logistics and capital management, as well as roles related to education and swim club management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies driven by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tax-aware strategies and customizable investment restrictions.