Investment Committe
Jamie Gambardello plays a key role in operations and client support at Madison Oaks Wealth Partners, helping to create a smooth and welcoming experience for clients. With a background spanning business management, recruiting, and...
With nearly 30 years of experience in the investment industry, John Maher brings deep expertise in portfolio management and financial strategy. As a Senior Partner at Madison Oaks, he is dedicated to helping clients achieve their...
Kayla King is a proud graduate of North Carolina State University with a Bachelor of Science in Applied Nutrition and a minor in Sports Science. After graduating in 2018, Kayla began her work at Madison Oaks Wealth Partners, LLC., and...
With over 30 years of industry experience, Kenneth Bollinger focuses his expertise on helping clients reach their financial and lifetime goals. Having worked extensively with institutional investors, Kenneth spent over 18 years at...
Robert Leggett is a Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER® professional, and Managing Partner of WealthShield Partners, LLC. Robert’s career spans more than three decades in business, including extensive work in...
As Managing Partner of the firm, Scott Lord brings over three decades of financial services experience to his clients. While specializing in asset management, Scott’s experience extends across a full menu of financial planning...
As a graduate of North Carolina State University’s Business Administration program, Stuart Gay has 10 years of financial advisory experience. He holds his FINRA Series 65 securities license and has a strong focus on investments...