Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Lenora Griffin is a financial advisor with LPL Financial in Matthews, NC, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with LPL Financial since 2007 and also works with LPL Enterprise LLC since 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, model portfolios, and retirement plan consulting.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies and providing access to research and model portfolios.

Kevin Key is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in assisting individuals and businesses in achieving their financial objectives. He specializes in wealth management strategies, investment consulting for defined contribution plans, legacy planning, retirement income, and tax minimization. Kevin's approach focuses on understanding clients' personal perspectives and priorities to create customized strategies that align with their financial goals. He holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kevin is committed to working collaboratively with clients to develop action plans that address their unique ambitions. Outside of his professional role, Kevin’s personal interests include music, reading, spending time with his family, and traveling. He is also involved with several organizations such as the Alzheimer's Association, Autism Speaks, Inc., and the Humane Society of Charlotte, Inc.

Charles Buysse is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 66 and Series 63 licenses and has 10 years of industry experience, including prior work at Wells Fargo Bank NA from 2001 to 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Christopher Grubb is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2008 and has also been with Uvest Investment Services since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Luke Savage is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at UBS Financial Services, Hausmann Insurance and Financial Services, and Aflac. Outside of his advisory work, he serves on a committee for the United Way of Greater Charlotte, participating in the grantmaking process. 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 offers model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Gagliardo is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles across several industries including logistics, emergency medical services, and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Reid Whitehurst is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016, with a career beginning at Wachovia Bank, N.A. in 2007. 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 and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kyle Potenski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services in Charlotte, NC. His prior experience includes roles at Bank of America, Merrill, UBS Financial Services, and Empower Advisory Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Stephanie Kahl is a financial advisor at Merrill with Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005. Kahl serves as a board member of the Wingate University Alumni Advisory Board, where she advises on alumni engagement and participates in guest speaking and event activities. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

William Johnson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial, he worked at W&S Life and W&S Brokerage, and has a background that includes roles at Fastenal and Lincoln County EMS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Charles Wixson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as work with the University of Georgia and the Office of Senator John McCain. He also has experience in the hospitality sector, having worked at two different pubs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Emmons is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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 teams.

Jason Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2023 and was previously with Ameriprise Financial Services, Inc. for 12 years. He is also the owner of JT Wilson Capital Management, a financial services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, servicing over 800,000 clients through more than 10,000 advisors.

Mark Rindner is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Charlotte. Since beginning his financial advisory career in July 2015, Mark has served clients as a Sole Practitioner and now as a Senior Financial Advisor. He focuses on managing liquidity, liability, and risk to support families, individuals, and businesses in pursuing their long-term financial goals based on their specific needs and risk tolerance. His client expertise areas include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Mark holds a Bachelor of Science in Mechanical Engineering Technology from the State University of New York at Farmingdale, an Associate's Degree from New York City College of Technology, and a High School Diploma from The Beekman School. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial advising, Mark worked as a mechanical inspector focused on fire safety and life safety in New York City schools. Mark and his wife Stephanie live in Ballantyne with their daughter Samantha. Outside of work, he enjoys biking, billiards, boating, cooking, scuba diving, skiing, swimming, traveling, and spending time with family. He is also actively involved in community events, including school reading and math programs, reflecting his commitment to serving and supporting the communities in which he works and lives.

Anne Wilson is a financial advisor with Merrill in Charlotte, NC. She holds a Series 66 designation and has been with Merrill since 2026. Her prior experience includes roles in various industries such as landscaping, realty, and parks and recreation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Matthew Eberwein is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at achieving their financial goals. His role involves guiding clients through various financial planning needs, including retirement planning, investment management, and navigating significant life changes. Matthew began his career at Fidelity Investments in 2022 and has held multiple positions within the company, progressing from Workplace Planning Associate to his current role as Financial Consultant. This progression reflects his experience in workplace planning and client consulting within the financial services industry.

R Stikeleather is a Wealth Management Advisor with Merrill Lynch Wealth Management and has been with Bank of America since 2000. He transitioned to financial services after a ten-year career in law enforcement and has accumulated over twenty-four years of experience in the financial industry. His role focuses on developing individualized financial strategies that address comprehensive financial well-being, including asset allocation, education funding, retirement savings, insurance analysis, debt management, and leveraging banking resources to simplify clients' financial lives. Stikeleather completed both his undergraduate and graduate studies at the University of North Carolina at Charlotte and previously attended the United States Air Force Academy. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), and others. His expertise emphasizes working with affluent clients to align portfolio management with their risk tolerance and financial objectives through access to Merrill's Investment Advisory Program. He resides in the greater Charlotte area with his wife, and they have three adult children and three grandchildren. Stikeleather is involved with professional organizations such as Back Creek ARP Church, Bonclarken Conference Center, and the University of North Carolina at Charlotte Athletic Foundation. His community involvement includes work with Forgotten Children Ministries in Honduras. Personal interests include adventure sports, golfing, scuba diving, skydiving, spending time with family, tennis, and yoga.

Nicholas Mason is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. Based in Charlotte, NC, he holds the Series 66 license and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory solutions, including discretionary and nondiscretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.