Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds the Series 66 designation and has six years of industry experience. He has been with LPL Financial since 2019 and also operates Keith Richardson Consulting LLC, a tax preparation and accounting business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Outside of his advisory work, he is employed part-time as a caddie at Pinehurst Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

John Shinas is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses. Although he is new to the industry with less than a year of experience, he has a longstanding background in business through his role at Insulating Services, Inc. since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Edward Jordan is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and offering 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a licensed agent for individual life and health insurance and owns Jordan Wealth Management LLC, which is used for managing business income and expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as estate settlement and divorce planning.

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.

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.

Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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.

Gregg Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has led Nelsen Financial since 2002. In addition to advisory work, he dedicates a significant portion of his time to insurance sales, including life, long-term care, disability, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning and institutional platforms.

Kyle Worthy is a financial advisor at Osaic Wealth in Charlotte, NC, with 21 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors Inc for 13 years. Outside of his advisory work, Worthy owns and operates a photography business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party money managers.

Alissa Ilacqua is a Planning Consultant at Fidelity Investments, where she works with individuals and families to help them plan and manage their financial resources. Since joining Fidelity in 2023, she has held several roles including Financial Representative and Investment Consultant before assuming her current position in 2026. In her role as a Planning Consultant, Alissa focuses on empowering clients to take control of their financial future, aiming to enable them to spend their time on what matters most to them. Her experience spans financial representation, investment consultation, and comprehensive financial planning. Outside of her professional responsibilities, Alissa enjoys activities such as art, spending time at the beach, social events with friends, Pilates, reading, and playing softball.