David Prewette is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at several firms, including Center Street Advisors and Arete Wealth Advisors. Outside of his advisory role, he owns a real estate company he uses for family property and occasional referral fees, and is involved in providing brokerage and advisory services through his own DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform enabling advisors to implement a variety of model portfolios, bespoke strategies, and program options across discretionary and non-discretionary accounts, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Jiaihdi Turner is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 66 designations and 16 years of industry experience. Jiaihdi has been with Wells Fargo Clearing since 2016. Outside of financial advising, Jiaihdi works as a package handler for FedEx. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a large network of financial advisors.

Richard Freckleton is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Carillon Fund Distributors, Inc. and Prudential Insurance Company of America. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management options.

Kimberly Lafone is a financial advisor at Raymond James & Associates with two years of industry experience. She has been with Raymond James since 2019, following six years at Carolina Asphalt. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary services.

Ryan Lindberg is a financial advisor at Merrill based in Charlotte, NC, with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Linden Thomas and Company Securities LLC, and Bank of America. Outside of his advisory roles, he has experience with Noble Coffee Roasters. 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Gates is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2018, with prior roles at Johnson Bank and INVEST Financial Corp. Robert W. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and various investment strategies.

David Peay is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history with CarMax, FedEx Express, and Synchrony Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 alongside model portfolios and third-party research.

William Sullivan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. He has held positions at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, with prior experience at Purshe Kaplan Sterling Investments and 49 Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Scott Brooks is a Series 66-licensed financial advisor with over a year of industry experience. He is currently affiliated with LPL Enterprise and Tucker Advisors and has prior experience at Wells Fargo and PRUCO Securities. Brooks is also the owner of Brooks and Associates LLC, an investment-related business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

Danny Lopez is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Wells Fargo Clearing and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chad Ary is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jasmine Mason is a financial advisor at Merrill with 19 years at the firm and 11 years of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory role, she is a general partner and managing member of Bare Scentials LLC, a candle and craft business based in Charlotte, North Carolina. 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 investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.