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.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

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.

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill in 2021 as a Client Associate following a 21-year career in banking management. In 2024, she advanced to the role of Financial Advisor alongside colleague Susan Sorrells. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Belva utilizes her experience in banking and wealth management to assist clients in pursuing their financial goals, which may include education planning, real estate purchases, family needs, and retirement security. She emphasizes building relationships by understanding clients' unique circumstances across generations and supports them in making informed decisions through clear communication and attention to detail. She earned a bachelor's degree from the University of North Carolina System. Belva lives in Waynesville, North Carolina, with her husband, two children, and their Boston terrier. She is active in her local church and volunteers with the Tuscola Athletic Club. She also served on the Waynesville Rotary Board as treasurer and president-elect. In her free time, she enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

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.

Rob Lotz is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with clients to develop customized financial plans aimed at helping them achieve their unique goals. His approach centers on being a trusted advisor to assist clients in managing their wealth effectively. Rob has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This experience has provided him with a broad understanding of financial planning and investment strategies. Outside of his professional responsibilities, Rob enjoys activities such as spending time at the beach, family activities, golf, surfing, and parenthood.

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.

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.

William Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Southern Commercial Real Estate LLC and Capital Investment Advisory Services, among others. He is also involved with W. Frank Simpson LLC, a tax preparation and accounting firm. 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, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.