Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and OSAIC. Outside of advising, he works as an international visitor liaison and has been a background actor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a variety of advisory and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Kyle Shanaberger is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2017, following a year at PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

David Teague is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he holds a 20% ownership in a family real estate business, Happy's Way, LLC, where he manages properties and negotiates sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and a combination of in-house and third-party investment managers.

Bruce Bevins II is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. Additionally, he is the owner and CEO of Bdubz Clubs LLC, a golf equipment repair and fitting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Joshua Holby is a CFP® professional with 15 years of industry experience currently affiliated with Raymond James Financial. He previously worked at Wells Fargo Advisors LLC and Pinnacle Financial Partners. Outside of advisory work, Holby is involved in ownership of rental real estate through Legacy Holdings LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with advanced analytical tools and specialty services, including municipal advisory and SIMPLE IRA employer consulting.

Peter Levinson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The L/A Wealth Management Group, which coordinates the financial affairs of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Peter and his team focus on personalized wealth management, emphasizing clients' life priorities, investment personalities, and financial situations to help achieve specific financial objectives. With 30 years of experience, Peter specializes in family wealth management strategies, institutional investment consulting, and services for defined benefit and contribution plans. He holds a Bachelor's degree from Duke University and a Juris Doctor from the University of South Carolina School of Law. Additionally, he has earned professional designations including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is active in community involvement, having served on boards of non-profit organizations such as Temple Israel, Temple Beth El, The Levine Jewish Community Center, and the 24 Foundation. He has also been Vice Chair of North Carolina Hillel. In his personal time, Peter enjoys cycling, playing golf and guitar, skiing, cooking, spending time with his family, and traveling.

Robert Ford is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he is involved in timber land management through a family partnership. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, and participant education, with a notable inclusion of insurance-related and bank deposit sweep options in their investment menus.

Jeremy Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he is a co-owner and designer for a clothing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Stratford Kiger is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Prior to his current role, he was an owner and attorney at Kiger Law, PC for nine years and has been associated with Bank of America since 2019. He is involved in several charitable organizations, including serving on the fundraising committee for Women Executives for Community Service Inc and as co-chair of a fundraising campaign for Salem Academy & College. Merrill, along 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, and institutions.

Megan Otlowski is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients primarily through Ameriprise-managed accounts.

Philip Salice is a financial advisor with Raymond James Financial in Charlotte, NC, holding Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Barings, Carousel Capital, Harris Williams, and Bank of America. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional accounts. The firm utilizes tailored planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized retirement plan consulting services.

Allen Stafford Jr. is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jennifer Griffin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 24 years of industry experience. She has been with LPL Financial since 2017 and was previously affiliated with Independent Advisor Alliance, LLC. In addition to her advisory work, she is a commissioned notary and has administrative involvement with Independent Advisor Alliance and CG Turf Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from both internal and third-party sources.

Jonathan Huggins is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including TIAA-CREF and State Employees' Credit Union prior to joining Robert Baird & Co. in 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research including artificial intelligence tools in delivering advisory services.

Kimberly Estevez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, 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 developed by internal and third-party managers.

Vanessa Striegel is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Cambridge Investment Research, Inc. In addition to her advisory role, she owns a pet and home care business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

Elliott Hill Jennings is a CFP® credentialed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at The Vanguard Group and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

David Barwick is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 license and 13 years of industry experience. He has been with Wells Fargo Clearing since 2017. 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 utilizes research and analytics to support portfolio construction and investment selection.

Sharon Miller is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Merrill since 2009. Outside of her advisory role, she serves as a board member for Trinity University’s Board of Visitors, participating in initiatives related to student body diversity and faculty recruitment. 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.

Dana Summers is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC from 2009 to 2016. His career also includes experience at Wachovia Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.