Matthew Bradshaw is a financial advisor with GWN Securities Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior roles include positions at Members Trust Company, SECU Brokerage Services, and FR Owen & Associates. He also serves as a Financial Advisory Services Specialist with State Employees' Credit Union and as a life insurance agent with SECU Life Insurance Company. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs diversified portfolio management strategies incorporating asset allocation, Modern Portfolio Theory, and tactical trading approaches.

Braxton Barber is a financial advisor with Eagle Strategies (NY Life) based in Charlotte, NC. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Eagle Strategies, Barber was associated with NYLife Securities LLC and New York Life Insurance Company. Outside of his financial career, he has been involved with the United States Golf Association (USGA). Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Richard Breen is a financial advisor with Bankers Life Advisory Services, Inc. in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Bankers Life entities since 2001 in various roles, including managing a team of agents and overseeing hiring and training. Outside of advisory work, he serves as a unit sales manager at Bankers Life and Casualty and is involved in managing and investing in insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, retirement plan consulting, and customized asset allocation strategies. The firm combines fundamental, technical, and cyclical analysis in its investment approach and operates within a group affiliated with mortgage and insurance businesses.

Daniel Johnson is a CFP® professional with 25 years of industry experience, currently serving at Private Advisor Group, LLC and LPL Financial since 2026. His prior experience includes roles at Osaic Wealth Inc., SagePoint Financial, Inc., LPL Financial, and TIAA-CREF. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model supported by technology platforms and a mix of investment strategies, often implementing advice through third-party managers and TAMPs.

Kevan Breidinger is a financial advisor with Lincoln Investment who holds the Series 66 designation and has 21 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Chase Investment Services Corp., Legend Advisory, LLC, and Ameriprise. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. Its investment approach combines in-house model portfolios, third-party managers, and advisor-led consulting with a focus on serving educators and retirement plan participants.

Jonathan Westbrook is a financial advisor at Truist Advisory Services with two years of industry experience. He holds a Series 66 credential and has worked in various roles within Truist entities since 2019. Prior to his current advisory position, he worked at Truist Bank and earlier was employed by Jimmy Johns and James Madison University. Truist Advisory Services provides investment consulting, financial planning, portfolio management, and retirement plan services to individuals, corporations, plan sponsors, and charitable organizations. The firm combines traditional research with AI-enabled tools to support asset allocation, manager selection, and ongoing client reviews.

Nathaniel Chambers II is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial, LLC and Linsco/Private Ledger Corp. since 2007. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management and utilizes various investment strategies and technology platforms to deliver its services.

Norman Grant is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has previously worked at firms including Commonwealth Financial Network and Edward Jones. Grant is also the owner of Grant Capital, LLC, which facilitates securities, advisory, and insurance 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting advisors with a range of discretionary and non‑discretionary investment strategies.

Andrew King is a financial advisor with Osaic Wealth in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual, Sii, and Osaic since 2018. King serves as Vice President on the board of The Gary Hammond Scholarship Foundation, assisting with event coordination. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Keith Greenberg is a CFP® professional with 20 years of experience in the financial industry. He is currently with Raymond James & Associates and has previously worked at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of finance, he coaches youth soccer, serving as a compensated coach for the Charlotte Independence Soccer Club and as a consultant for the Discoveries Soccer Club. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Matthew Bennage is a financial advisor with LPL Financial, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Commonwealth Financial Network and Weller Financial Group. He is also the owner of MDB Wealth Advisory, LLC, a private entity involved in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Melanie Trexler is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at LPL Financial, Wells Fargo Clearing, and Truist Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves multiple registered investment companies, employing systematic methodologies and oversight controls.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Fields Auto Group. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Jennifer Ledford is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Branon Pope is a financial advisor with Edward Jones in York, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at North Western Mutual and was involved in the golfballs.com business. 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 and offers a range of advisory programs, investment strategies, and affiliated financial services.

Stephen Schneider is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 designation with one year of industry experience. His prior roles include five years at Commonwealth Financial Network and work in academic and entrepreneurial settings including the University of Massachusetts Amherst and Deerfield Spirit Shoppe INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Mary Chase is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill for 24 years before joining Morgan Stanley Smith Barney LLC and then Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, utilizing firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Heidi Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, and has 23 years of industry experience. She has been with 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 combines research and analytics with both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Christian Perry is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including at Top Golf and Tropical Smoothie. Outside of financial services, he is involved in retail service work at Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory services.