Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 17 years with Cambridge Investment Research Advisors. Outside of his advisory work, he serves as an associate pastor and music ministry assistant at Christ Lutheran Church and is a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of platform arrangements and both proprietary and third-party investment strategies.

Julianne Sundstrom is a financial advisor at Morgan Stanley in Charlotte, NC, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various roles within Morgan Stanley and Raymond James & Associates. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their approach includes structured discovery and firm-approved planning tools, employing models such as Secular Return Estimates and Monte Carlo simulations.

Jared Gibson Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at BMW of Tuscaloosa and Carite of Tuscaloosa. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions with an emphasis on research-driven investment approaches.

George Griggs III is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC, Kemble Financial LLC, Carroll Financial, and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Francis Moise Jr. is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for trusts in Hilton Head, South Carolina, and permits use of his yard for public parking. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jeff Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of finance, he manages Happy Tree Farms in Greensboro, NC, where he is involved in field maintenance activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment services.

Andrew Perkins is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. From 2017 to 2023, Andrew worked as a Financial Consultant at E*TRADE Financial. His professional experience spans several years in financial consulting and investment advisory, focusing on building financial plans tailored to clients' goals. Andrew emphasizes forming trusting relationships with clients and prioritizes trust, reliability, and proficiency in his work.

Errol Zoog is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Distributions LLC. Zoog is also the sole proprietor of 37 Celsius LLC, a publishing business focused on art and culture. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

Joseph Murtagh Jr. is a financial advisor with LPL Financial in Matthews, NC, holding the ChFC® designation and Series 63 license. He has 54 years of industry experience, including long tenures at Royal Alliance Associates, Inc. and Cadaret, Grant & Co., Inc. Outside of his advisory work, he serves as president of The Dream Speaker Inc., a business entity focused on tax and investment matters. 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 financial planning and investment management solutions through a large network of advisors, utilizing a variety of model portfolios, third-party subadvisors, and customized strategies.

John Moore is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Truist Advisory Services, Truist Investment Services, and BB&T Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including tailored financial planning and management of approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers both retail and institutional investment services.

Archie Martin is a CFP® with 14 years of experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2008 to 2021. Martin is a board member of the Academy of Finance at Williams High School and serves on the finance committee of the North Carolina Grand Lodge. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, supported by proprietary research and planning tools.

Macie Lenderink is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. She has been with Morgan Stanley since 2025. Prior to her current role, her experience includes various positions in education and freelance work. 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 firm-approved planning tools.

Sarah Drummond is Vice President and Branch Leader at Fidelity Investments. In her role, she leads a team of financial professionals who work collaboratively with clients and their families to develop financial plans tailored to their definitions of success, including making sound investment decisions, growing or protecting wealth, and leaving a legacy. Drummond has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Branch Leader. Her extensive experience at Fidelity encompasses client relationship management and branch leadership responsibilities.

Gregory Arthur is a financial advisor at Ameriprise with 31 years of industry experience. He has held positions within Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of a photography business and serves on the strategic planning board of the Fort Mill Church of God. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Thomas Mc Lean is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and JPMorgan Chase Bank. He has been with Edward Jones since 2021. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Marc Blount is a financial advisor at Fidelity with the designations ChFC® and Series 63, and 25 years of industry experience. He worked at TIAA from 2002 to 2025 before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios of mutual funds, ETFs, and ETPs.

Katie Fitzpatrick is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. She has held several roles at Fidelity Investments, including Planning Consultant from 2023 to 2025, Relationship Manager from 2022 to 2023, and Financial Representative from 2020 to 2022. Her work focuses on helping clients simplify their finances and develop well-designed financial strategies. She assists with planning for retirement, building wealth, and creating security for loved ones, aiming to provide clarity and confidence as clients work toward their financial goals. Outside of her professional role, Katie enjoys fitness, running, puzzles, exploring food, and spending time at the lake.

Matthew Ferrara is a financial advisor at Morgan Stanley with six years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and Service Logic. Ferrara is based in Charlotte, NC. 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 financial planning services supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct client plans and Corporate Financial Planning agreements.

Joshua Regnaud is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Bank of America and Merrill. Regnaud serves as an officer and advisory board member of the Regnaud Family Foundation, a community organization based in Charlotte, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of retail and institutional services.

Joy Clary is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 licenses and 28 years of industry experience. She previously worked at Wells Fargo Clearing and the Williamson Wealth Group. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.