Phillip Hulme, grew up believing there was a better way. Money was tight, his parents worked long hours and yet there never seemed to be enough to escape the grind. If it wasn't one thing, it was another. As fortune would have it, Phillip had a mentor in the Army who spotted his curiosity for finance and guided him to read and learn more. It lit a fire inside of Phillip and he has never looked back. After serving in the U.S. Army for over 7 years as a special operations signal soldier, Phillip sharpened his passion for finance and his strategic mindset by earning a Bachelor’s of Science in Finance and an MBA with concentrations in both Finance and Strategy. Phillip went to work in corporate America earning, saving and investing all along. After he achieved financial independence at the age of 34, he decided to follow his calling by sharing his learnings with the people who have given us all so much, the Veterans of this great country.

Vincent Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Since joining Merrill in 2007, he has built his practice around collaborating closely with affluent families, individual clients, and business owners to develop customized financial plans that align with their long-term goals. His approach emphasizes quantifiable objectives and hands-on guidance to support informed investment decisions, utilizing the full range of Merrill’s financial resources. Mr. Rogers has been active in the financial services industry since 1997 and holds a Bachelor of Science degree in Economics from Kennesaw State University. He also holds the professional designation of Personal Investment Advisor (PIA). His areas of focus include college education planning, family wealth management, legacy planning, tax minimization, retirement income, and strategies for small businesses, endowments, foundations, and non-profits. Outside of his professional work, Vincent participates in community efforts through his involvement with Cure HHT. He resides in Dallas, Georgia, and his personal interests include baseball, boating, fishing, football, gardening, golfing, music, softball, and volleyball.

Dina Joseph is Vice President and Branch Leader at Fidelity Investments, where she leads a team dedicated to assisting clients and their families in achieving their financial goals. She has been with Fidelity Investments since 2007, progressing through roles from Financial Representative to her current leadership position. Her professional experience spans over a decade in wealth management and client relationship roles, including Regional Director, Wealth Management Planning Consultant, and Senior Relationship Manager. This extensive background supports her expertise in guiding clients through financial planning and investment strategies. Outside of her professional responsibilities, Dina has interests in art, music, outdoor adventures, traveling, and yoga.

James Glendinning is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their current and future financial needs. He focuses on building unique long-term financial plans tailored to what matters most to each client through a team approach. James has held several roles in the financial services industry, including Relationship Manager and High Net Worth Service Associate at Fidelity Investments, Financial Services Representative at Etrade Securities LLC, and Financial Advisor Associate at Raymond James & Associates. His experience spans client relationship management and financial planning. Outside of his professional work, James enjoys baseball, football, golf, hiking, traveling, and participating in social events with friends.

Brady Stoor is a Financial Consultant currently working at Fidelity Investments since 2020. He has over three decades of experience in the financial services industry, having held roles such as Financial Consultant at E*Trade, Associate at Henssler Financial, Wealth Advisor at PeachCap, Regional Sales Manager at American Global Wealth Management, Vice President - Senior Financial Consultant at Charles Schwab, Investment Representative at Invest Financial, and Financial Planner at IDS Financial Services. Throughout his career, Brady has focused on helping clients develop tailored financial plans aimed at defining and achieving their financial goals and objectives. He emphasizes building strong relationships with clients and their families, fostering trust and reliability, and making meaningful differences in their financial lives. Outside of his professional work, Brady has interests in art, fitness, football, pets, and reading.