Carlo Licata is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as Treasurer and Chairman of the Associates Board for the Mid America Club in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Brian Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and six years of industry experience. He previously worked at Trimble Inc. from 2014 to 2020 and has been with Morgan Stanley and its Private Bank since 2020 and 2021, respectively. Outside of his advisory role, Snyder is a partner at Happy Tree Farms, Inc., an agricultural business in Greensboro, North Carolina. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by model-based outcome analysis.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. 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 more than 23,700 advisors nationwide.

Larry Cabrera is a CFP®-credentialed financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and held prior roles at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Marc La Vigne is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 25 years of industry experience. In addition to his advisory role, he is involved as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Mathias Rick is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously with Metlife Securities. Outside of his advisory work, he serves as Treasurer on the board for the Charlotte St. Patrick’s Day Parade Committee, helping coordinate parade logistics and financial duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning such as divorce and estate settlement.

Julie Jones is a financial advisor with Morgan Stanley in Charlotte, NC, holding the CFA® designation along with Series 63, 65, and 66 licenses. She has seven years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Jones currently works within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment outlooks as part of its financial planning process.

Henderson Dawson Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is a sole proprietor of a rental property business. 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. The firm’s approach includes structured planning tools and modeling techniques but does not offer individual security recommendations as part of its standalone planning program.

Amanda Davis is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is an independent Avon sales representative and the owner of Krafty Creations LLC, a retail and online sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Lisa Leavy is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has a work history that includes 22 years at Wells Fargo Bank before joining Morgan Stanley Smith Barney LLC. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Glen Viditz Ward is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and 65 credentials and bringing 33 years of industry experience. He has been with Cambridge since 2008 and also serves as an independent insurance agent. Ward is president of Viditz-Ward Financial Services Inc., a separate financial services entity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent advisors, utilizing various custody platforms and both discretionary and non-discretionary strategies.

Rodney Lineberry is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a focus on public finance and municipal work alongside its retail advisory services.

Gwynne Richards Pfeifer is a Series 66 licensed financial advisor with Morgan Stanley in Charlotte, NC, possessing 21 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

James Lilley II is a financial advisor with Morgan Stanley, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client goals.

Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Ryan Titus is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Randstad. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, featuring tailored financial planning supported by firm-approved tools and modeling techniques.