Robert Lassek is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with LPL Financial since 2014, following a brief period at Wells Fargo Clearing. 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, third-party asset management, and institutional platforms, with support from technology tools and a broad network of over 22,800 advisors.

Matthew Wogan is a financial advisor with Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2019 and has prior experience with organizations including Alliance of American Football and Empire Distributors of NC. Outside of his advisory role, he serves on the board of a real estate company, coaches kickers and punters in multiple states, and is vice president of a nonprofit that supports disabled veterans through outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without discretionary portfolio management. The firm’s approach emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

Joel Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing close to thirty years of experience in the financial advisory industry. Since joining Merrill Lynch in 2004, he has focused on developing personalized strategies and solutions tailored to individuals, families, and businesses, helping clients pursue their short- and long-term financial goals. His areas of expertise include college education planning, corporate benefits, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joel holds a Bachelor’s Degree from the University of North Carolina System and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is based in the Ballantyne office and values the longstanding relationships he has developed both professionally and personally. Joel participates actively in his community through volunteer work and enjoys music, spending time with his family, and watching movies. He lives in the Plaza Midwood area of Charlotte, NC, with his family.

Thomas Meade is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Total Quality Logistics and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Lane Helt is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles in retail and hospitality sectors as well as in wedding services and coffee and tea sales. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of third-party advisory programs and emphasizes matching client risk tolerance to appropriate investment models and discretionary managers.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Troy Taber is a Planning Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he gained experience as a Relationship Manager from 2023 to 2024 and as a Financial Representative from 2022 to 2023, all within Fidelity Investments. His professional focus centers on developing long-lasting relationships with clients and co-creating financial plans that provide a clear roadmap and instill confidence. He emphasizes a team-oriented approach to financial planning, aiming to understand each client's unique story to achieve effective outcomes. Outside of his professional activities, Troy has interests in baseball, fitness, food, football, golf, and traveling.

Peirce Ward is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Ward serves as a compensated board member for TowneBank. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including asset management and educational seminars.

Kerry Cassell is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining LPL Enterprise, Cassell worked at Wells Fargo Clearing for eight years and held roles at Merrill and Banc of America Investment Services. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional clients, using model-driven investment implementation and offering access to third-party asset managers and financial planning services.

Nicholas Walder is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at First Citizens Bank and Door Dash. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and discretionary managers to deliver its services.

Luke Scroggins is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked at Family Church and Southwest Baptist University, as well as The King's Academy. 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 provides research-driven, model-based investment solutions.

Matthew Burns is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. His prior roles include positions at Bb&T Securities, Bb&T Investment Services, Wells Fargo Clearing, Truist Investment Services, and NCF Financial Services. He has been with LPL Financial since 2018. 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 financial planning, model portfolios, third-party asset management, and participant-level retirement advice, utilizing a broad platform with discretionary and non-discretionary strategies supplemented by technology tools for operational support.

Jacob Eddy is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 19 years of industry experience. His prior work experience includes roles at Private Client Services, Alight Financial Advisors, 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, model portfolio programs, third-party asset management, and institutional platforms.

James Bower is a Series 66 licensed financial advisor with Edward Jones, based in Rock Hill, SC, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Southeast Valve Inc for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, supported by a network of approximately 23,701 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irene Chemayek is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2017 and was previously with Citi Financial/OneMain Financial from 2009 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions with a range of financial planning and investment management solutions.

Andre Chung is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has 13 years of industry experience, having worked at UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Kenneth Ladd is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Fifth Third Securities. 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, supported by a large network of investment adviser representatives.

Holly Brown is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a large nationwide network of financial advisors and branch offices, providing both discretionary and non-discretionary strategies under a fiduciary standard.

Matthew Payne is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. He has six years of prior experience with Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Dylan Kidd is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, and has three years of industry experience. Before joining Equitable Advisors, he worked in the service industry and at Nester Hosiery, Inc. Outside of his advisory role, he works part-time as an expo at Empire Pizza in Pineville. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of investment adviser representatives and third-party program sponsors.