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.

Alexander Travers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 22 years of industry experience. Prior to joining LPL Financial in 2026, he spent 19 years with Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers 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 variety of financial planning and asset management solutions.

Cameron Chapman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and WealthGuard Insurance Services, LLC, where he is also an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Gary Collins is a financial advisor at LPL Financial with 33 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining LPL Financial in 2009. Outside of his advisory role, Collins is a business owner of SCM Arms, which holds a federal firearms license to buy, sell, and manufacture firearms. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented through its network of investment adviser representatives.

Peter Senick is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC, where he also worked starting in 2006. Outside of his advisory role, Senick serves as board chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. 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’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Marc Messer is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley since 2013 and has been involved with Resource & Design Associates since 1972. Messer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Deep Patel is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His previous work includes two years at Wells Fargo and six years at Subway. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies implemented by investment adviser representatives across diverse asset allocations.

Bryan Haney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in financial services, focusing on wealth management strategies for clients and businesses. He holds a Bachelor's Degree from Appalachian State University. Bryan has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bryan resides in Charlotte with his family. In his spare time, he enjoys spending time with his family and playing golf.

Michael Schweller is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Ameriprise. His background also includes roles outside finance, such as positions at Sohi Grilled Sandwiches and Parkmoor Car Wash. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

David Fanta is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His background includes roles outside of finance, such as work at Hammer and Hammer Law and involvement with the YMCA. 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.

Evan Clatterbuck is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank from 2016 to 2019. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Melissa Clark is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at LPL Financial and Wells Fargo Securities in various capacities since 2016. Clark is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Austin Howie is a financial advisor with LPL Financial, holding a Series 66 license and eight years of industry experience. He previously worked at Commonwealth Financial Network for nine years and spent one year at Metrowest YMCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and 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.

William Osman is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping individuals, families, and business owners make informed financial decisions and pursue their long-term goals. He works closely with clients to develop comprehensive strategies tailored to their unique circumstances, values, and objectives, providing guidance on building wealth, planning for retirement, preserving assets, creating legacies, and navigating financial transitions. His areas of expertise include corporate benefits, education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. William holds the Personal Investment Advisor (PIA) designation. William earned a Bachelor's Degree from North Carolina State University and a Master's Degree with a concentration in Finance from East Carolina University. Born and raised in North Carolina, he is an Eagle Scout recipient. Outside of his professional work, William enjoys camping, cooking, football, golfing, hiking, ice hockey, music, soccer, spending time with his family, and watching movies.

Kyle Garrison is a financial advisor at UBS Financial Services with four years of industry experience. He has held prior roles at Bank of America, Merrill, and Black River Wealth Management Ltd., and has work experience outside finance including positions at United Parcel Service and NitroFlex Gym. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based strategies to tailor plans according to clients' goals and risk tolerances.

Nicholas Cicci is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent time at Federated Securities Corp. and Federated Investment Counseling in 2010. 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 through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Shane Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and various other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing strategic and tactical allocations, third-party subadvisors, and technology tools to support its network of over 22,800 advisors.

Damien Supple is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience, all spent at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.