Christopher Pikunas is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, Northwestern Mutual, and Doordash. 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 portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

Austin Booker is a financial advisor with Charles Schwab holding a Series 66 designation. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to his current role, he held positions in construction staffing, insurance, education, and hospitality. Charles Schwab & Co., Inc. serves a large client base, mainly 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 management options supported by a multi-asset investment approach and centralized operational infrastructure.

Caroline Moore is a Financial Advisor with Merrill Lynch Wealth Management. She joined the L/A Wealth Management Group in August 2025 and has been working in the financial industry since 2021. She previously served as a Senior Financial Advisor on a team at Wells Fargo Advisors. Caroline's expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. She holds a Bachelor of Science in Finance from North Carolina State University and maintains Series 7 and 66 FINRA Registrations, as well as the Personal Investment Advisor (PIA) designation. Committed to building trusting relationships, Caroline focuses on understanding what matters most to her clients to develop strategies aligned with their financial goals. Outside of her professional work, she enjoys biking, football, hiking, pickleball, reading, soccer, spending time with her family, and watching movies.

Laragh Foyle is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked in various roles including at Gigi's Southern Table and Texas Roadhouse. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Lana Hillis is a financial advisor at Merrill with 31 years of industry experience. She has held Series 63, 65, and 66 credentials and has been with Merrill since 2005. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alec Johnsen is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 65 and Series 66 designations and 12 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Nicholas Medlin is a financial advisor at Merrill with 17 years at the firm and five years of industry experience. He holds a Series 66 designation. 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, and various institutional investors.

Christian Montero is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Capital Management, Bank of America, Merrill, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Kevin Moran is a financial advisor at UBS Financial Services with 28 years of industry experience, including 26 years at UBS. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moran serves on the board of directors for Jane's Fund, a nonprofit organization that supports children with cancer and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including financial planning, portfolio management, and access to proprietary research and capital markets services.

Terry Haines is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Cambridge since 2019 and previously held roles with H.D. Vest Advisory Services and other financial firms. Haines also owns and operates TLH Financial Services, Inc., doing business as Haines Financial Services, Inc. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, ongoing investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Devyn Joyce is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, Devyn’s background includes roles at Insteel Industries, Inc. and involvement with UNC Charlotte’s football program. Outside of finance, Devyn has experience working at Cross Creek Country Club. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Joseph Pay is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Wells Fargo Clearing and Ameriprise. 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 and access to model portfolios and third-party asset management.

Lisa Shaw is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, Shaw is the owner of DENEB Creative, LLC, a business focused on publishing inspirational books. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports a wide network of advisors with specialized institutional and municipal finance capabilities.

William O'Brien is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. 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 mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Julie Ann Isbey is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at UBS Financial Services and Merrill. Prior to her advisory career, she was involved with the University of North Carolina at Charlotte and Rocky River Coffee Co. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocation.

Chad Wilfong is a CFP® and holds a Series 66 designation with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016. 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, utilizing research from internal and third-party sources to support its investment approach.

Bradley Turner Jr. is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked with Equitable Advisors since 2004, including time at its predecessor firms AxA Advisors and Mony Securities Corporation. Outside his advisory role, he is involved with Royal Financial Partners LLC, an entity used for managing staff and marketing expenses. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management. The firm utilizes a network of Investment Adviser Representatives and relies on third-party asset managers and advisory programs, with offerings including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Emily Rector is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, with seven years of industry experience. She has been with Robert W. Baird since 2017 and previously worked at Cato Corporation from 2013 to 2017. She holds the Series 66 designation. Emily is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, utilizing a range of strategies including separately managed accounts and overlay services.

Max Shockett is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His career includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2022. Outside of finance, he has worked with the Baltimore Orioles and at Red X Coffee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.