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 financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Cambridge since 2010 and previously held roles at Gunnallen Financial, Synergy Investment Group, and Legg Mason Wood Walker. In addition to his advisory work, he is involved as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charities, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple platforms and tailored strategies that range from discretionary to non-discretionary management.

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 13 years of industry experience. His career includes 12 years at Bank of America and Merrill before joining Morgan Stanley in 2025. Outside of his advisory work, he is a sole proprietor of a rental property. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services.

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 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gwynne Richards Pfeifer is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Prior to that, she was with Citigroup Global Markets from 2004 to 2009. She holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and 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 modeling techniques.

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.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Osaic Institutions, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as head soccer coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

Justin Cooper is a financial advisor with Edward Jones in Waxhaw, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Arthur State Bank and Founders Federal Credit Union. Outside of his advisory role, he serves as a Growth Coach for Alpha Sigma Phi Fraternity, assisting undergraduate students with recruitment activities. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and affiliated financial services under a fiduciary standard.

Matthew Payne is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. He has six years of prior experience with Wells Fargo Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved planning tools.

Corey Myers is a financial advisor at LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials with 12 years of industry experience. His prior roles include positions at Edward Jones, IFG Advisory, Securities America Advisors, and OSAIC. 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 wide range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.