James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

William Oliver is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes seven years at Merrill Lynch. Outside of his advisory role, he is involved in non-investment related businesses including a company that researches cars for investment purposes and another that purchases race cars. 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 substantial assets and employs extensive research and portfolio theory in its investment approach while offering both brokerage and advisory solutions.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and Osaic FA, Inc. Gibbs is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Patrick Barry is a CFP®-designated financial advisor with one year of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Wells Fargo Bank, N.A., Powell Financial Inc., Powell Wealth, and Boston Private. 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 a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute.

Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Richard Wood is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wachovia Bank. 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 a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Matthew Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2009. He co-leads a family-office-style approach serving a selective group of clients, including venture capitalists, private equity executives, medical specialists, entrepreneurs, and business owners in Charlotte and across the United States. Matt emphasizes tax minimization and estate planning strategies, collaborating closely with clients' CPAs and attorneys to ensure financial decisions align with family needs. Matt holds a Bachelor's degree in Finance from Virginia Polytechnic Institute & State University and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Over his 15-year career, he has guided clients through significant market events while focusing on managing investment risk and tax consequences. His approach involves crafting tailored strategies that reflect clients' distinctive needs and values, particularly in areas such as equity compensation, liquidity management, socially responsible investing, and managing new wealth. Originally from Pittsburgh, Matt has lived in Charlotte for over 15 years. He is active in the Virginia Tech Alumni Association's Charlotte Chapter and supports United Way. In his personal time, he enjoys spending time with his wife and two sons, participating in activities such as golf and skiing.

Edwin Parra is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Clearing Services LLC for five years and has experience with firms including RHI and Carolina Placement, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Charles Taylor is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and has experience in diverse roles including positions at James River Equipment, High Point University, Autobell Carwash, and Harris Teeter. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Matthew Murphy is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Eagle Strategies, and Commonwealth Financial Network. He is also the owner of Benetas Wealth, LLC, a private entity involved in securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include several positions at PNC Wealth Management and PNC Investments from 2015 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Desmond Lawrence is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, with less than one year of industry experience. His prior work history includes roles at Merrill and Tesla, as well as a background as a professional athlete in the Canadian Football League, XFL, AAFL, and NFL. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mathew Cremeans is a financial advisor with LPL Financial and holds a Series 66 designation. He has 13 years of industry experience, including over a decade at Edward Jones and roles at Commonwealth Financial Network and Coastline Complete Wealth. He is also the owner of Lowcountry Wealth Group, LLC, a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technologies such as machine learning for research and operational support.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Gregory Merrill is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Northwestern Mutual. Merrill is also a member and owner of MAM-GSM, LLC, a private entity established to receive income from familial assets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party subadvisors, and institutional platforms.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

William Wilmer Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 licenses and has worked at OSAIC since 2018. Prior to that, he was with Signator Investors, Inc. and Transamerica Financial Advisors. He also engages in fixed insurance sales as a sole proprietor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by a range of strategies and third-party manager programs.

Brooke Henry is a financial advisor with LPL Financial, holding a Series 66 license and having one year of industry experience. Her prior roles include positions at Commonwealth Financial Network and Guided Path Financial. Outside of her advisory work, she operates a tutoring business for high school students called Brooke Henry College Prep. 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 model portfolio programs, supported by technology tools and a broad network of over 22,900 advisors.

Matthew Barhorst is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. His career includes multiple tenures at LPL Financial, as well as roles at Ameriprise Financial Services, TIAA-CREF, and Cetera Investment 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, model portfolios, and institutional platforms, supported by extensive research and technology tools.