David Fletcher is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. He is a member of the Finance/Investment Committee at St. Stephens United Methodist Church, where he attends meetings and approves budgets and fundraiser requests. 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, institutions, charitable organizations, and public entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Shaun Ferguson is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he has been involved in real estate ventures, including membership in a development LLC in Western North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Mark Joyner is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers a range of retail and institutional investment solutions.

Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel and Morgan Stanley. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Virginia Brake is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. Her career includes roles at firms such as CapFinancial Securities, Carolinas Investment Consulting, Robinhood Markets, Truist Advisory Services, BB&T Securities, Robert W. Baird & Co., Merrill, and A.G. Edwards & Sons. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and methodologies such as Monte Carlo simulations for modeling outcomes.

Paulino Diaz is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at Wells Fargo Clearing, Randstad USA, Luxcom Builders, and Alexis LLC prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Lauren Poleto is a CFP® professional with 19 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Merrill. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs centered on financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Liz Brown is an Executive Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop financial plans that align with their goals and incorporate their workplace benefits. She emphasizes maintaining adaptable plans that respond to changes in clients' lives and objectives. With nearly 17 years of experience in the financial industry, Liz has held various roles including Benefits and Planning Consultant, Executive Services at Fidelity Investments from 2021 to 2025, Centralized Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments from 2015 to 2018. Her career also includes positions at BB&T Securities, Vanguard, and other financial institutions. Liz holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys fitness, social events with friends, parenthood, and running.

Marshall Friedman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, SeedSpark, ProCare Financial Services, CBRE, and Houlahan LokeY Capital, in addition to time spent at Duke University’s Fuqua School of Business. Outside of advisory work, he is involved as a partner in two real estate ventures, Mountaineer Campground, LLC and Starlite Lodge, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Keith Kepley Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and 37 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2022, as well as Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2022. He also serves as a trustee and co-trustee in an investment-related trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individual and institutional clients, with a financial planning process that uses firm-approved tools and models to support tailored plans. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. 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 large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randolph Jackson Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Outside of his advisory role, he works part-time as a delivery employee for DoorDash. 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.

John Arthur is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation. He has three years of industry experience and has worked within education and religious organizations, including roles with Union County Public Schools and Fort Mill Church of God. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

Benjamin Asseff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Brenton Purcell is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in Living Proof Art Collective LLC, a business based in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Laney Savoie is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Brighthouse Financial and Genesee Regional Bank. 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 both brokerage and advisory solutions.