Katharine Kurtz is a Series 66-licensed financial advisor with Morgan Stanley in Charlotte, NC, with eight years of industry experience. She previously worked at Edward Jones and has been with Morgan Stanley Smith Barney LLC since 2018, currently serving at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is a partner at Vici Homes LLC, a real estate business in Charlotte. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Ivey Baker is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Charlotte, NC. Prior to joining Raymond James, Baker worked at Wells Fargo Advisors and has a background that includes involvement with Appalachian State University's Department of Finance and Banking. Outside of advising, Baker owns IBFitClub, a lifestyle business focused on women’s health, fitness, ADHD, parenting, and wellness content. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, typically non-discretionary advisory services and maintains connections to public finance capabilities through its affiliate network.

James Westmoreland is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and is also affiliated with Morgan Stanley Private Bank, N.A. Westmoreland serves on the Clemson University Finance Department Advisory Board. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Lance Barnhardt is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 credential and has previously worked at OSAIC, Aventine Financial Planning, and Securities America Advisors. He is based in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Bret Alexander is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has seven years of industry experience, including roles at Mass Mutual Life Insurance Company and the Intuitive Compensation Group. Outside of his advisory work, he assists clients with obtaining non-variable life insurance, fixed annuities, and disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides comprehensive planning supported by firm-approved analytical tools and a range of investment and insurance solutions.

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 65 and Series 63 licenses. He has two years of industry experience, including roles at Wells Fargo Bank and prior work in the automotive and lawn care industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through a large network of over 14,000 advisors.

George Griggs III is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and has worked at multiple firms including Pruco Securities LLC, Kemble Financial LLC, Carroll Financial, and Northwestern Mutual. His background also includes roles outside finance at East Carolina University and Charlotte Catholic High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by a platform that integrates investment advice, financial planning, and access to a range of financial products.

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 in Charlotte, NC, holding a Series 66 credential with eight years of industry experience. His prior roles include positions at 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 is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes.

Joseph Murtagh Jr. is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, and has 54 years of industry experience. His prior roles include extensive tenures at Royal Alliance Associates, Inc. and Cadaret, Grant & Co., Inc. He is also president of The Dream Speaker Inc., a business entity he manages alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research from multiple sources.

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® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has held positions within Wells Fargo Clearing and Wells Fargo Advisors, LLC since 2008. Martin is involved with the Academy of Finance board 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 that offers a broad range of investment and financial planning services to individuals, trusts, and institutional clients, leveraging Wells Fargo’s research and planning tools to develop tailored recommendations.

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.