Mark Szeghy is a financial advisor with Primerica Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 1999. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Carl Rodgers is a CFP®-designated financial advisor with Raymond James Financial, based in Denver, NC, and has 34 years of industry experience. He has been with Raymond James since 2011 and also serves as a financial advisor at Peoples Bank/Peoples Investment Services. Outside of his advisory work, he acts as a power of attorney for personal matters. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary consulting using analytical tools and supports municipal and public finance activities through its unique affiliations.

Jarred West is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Janney Montgomery Scott and Wells Fargo Advisors. He currently works with Williamson Wealth Group in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to individuals, institutions, and organizations using tailored, non-discretionary planning and investment consulting supported by advanced analytical tools. The firm offers specialized municipal and public-finance services and employer advisory programs.

Laura Healey is a financial advisor with Merrill in Huntersville, NC, holding a Series 63 designation and 29 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008. Outside of her advisory role, she provides notarial services to Merrill clients. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm employs model-based and discretionary investment strategies for a broad client base, including individuals, high-net-worth clients, and institutional entities.

Ryan Sochacki is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley and its affiliates since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning arrangements.

James Sherrill IV is a financial advisor at Edward Jones in Dallas, NC, with six years at the firm and a total of four years of industry experience. He holds the Series 66 designation. Prior to joining Edward Jones, Sherrill worked in the consumer service industry, including a role at Pressure Washing Plus. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Nicholas St George is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Merrill Lynch, Raymond James Financial Services, and UBS Financial Services. He operates St. George Wealth Management, LLC as part of his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

Amy Lowe is a financial advisor with Morgan Stanley, holding a Series 66 credential and 14 years of industry experience. She worked at UBS Financial Services from 2011 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she has been since 2021. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Zoran Smiljanic serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2004, beginning his career at HSBC before joining Merrill and the Utz Keller Wealth Management Group in 2017. In his current role, Zoran works closely with clients and their families to provide integrated financial advice and both short- and long-term wealth planning. His approach emphasizes understanding each client’s goals to develop tailored strategies that offer clarity and control over their financial lives. He leverages the investment insights of Merrill and the banking services of Bank of America to address various financial needs. Zoran’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He employs a holistic wealth management process that considers seven key life priorities: family, finances, health, home, leisure, work, and giving. This goal-based approach helps clients navigate changing life circumstances and evolving priorities. Zoran earned a Bachelor’s degree in Applied Economics and Management from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Serbo-Croatian. Originally from upstate New York, he now resides in Huntersville, where he enjoys spending time with his wife and children and exploring the Lake Norman and Charlotte areas. His personal interests include basketball, boating, cooking, golfing, hiking, skiing, and tennis.

Ian Casey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life Securities, Bankers Life & Casualty, and Bank of America, as well as experience outside finance with companies such as Surfside Pools and Spas and Everything Parking Inc. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Foret is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include working at Hope Academy for six years and operating a personal business for one year. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Steven Johnson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his work at Raymond James, he is the CEO of The Johnson Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Michelle Lacount is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a focus on systematic methodologies and long-term asset allocation.

Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Clark is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He has been with Raymond James since 2013 and previously worked with Rcb Sports and the Arena Football League. Clark also serves on the finance committee of Denver United Methodist Church, where he acts as an auditor overseeing church accounts. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and firm research.

Jason Ma is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Raymond James in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA from 2023 to 2025, as well as Bank of America and Merrill from 2017 to 2023. Outside of his advisory role, he is involved with Williamson Wealth Group in Cornelius, NC, where he serves as an associate and wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, institutional investors, and charitable organizations. The firm offers non-discretionary planning and uses risk profiling and modeling tools to tailor recommendations, supporting clients through various advisory programs and unique offerings, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ryan Mulligan is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 11 years of industry experience. His prior roles include positions at LPL Financial LLC, Independent Financial Partners, and Barings LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software tools to deliver personalized recommendations.

Michael Macomson II is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 63 and Series 65 designations. His background includes multiple roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as experience in the retail and education sectors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client relationships.

Kavondra Jeter is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing Services and TIAA-CREF Individual & Institutional Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.

Jennifer Suminguit is a Series 66 licensed financial advisor with Morgan Stanley in Cornelius, NC, bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and holds a position with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member for Creative Art Exchange. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning that utilizes structured discovery and firm-approved tools, serving approximately $2.74 trillion in client assets.