Mary Haney is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at The Vanguard Group and State Farm, and she has also been involved with Clemson University Athletics and Clemson University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations and secular return estimates.

Bailey Bartee is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2019. Prior to this, Bartee worked within Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 2019. Outside of advisory work, Bartee serves as the Endowment Committee Chair at SouthPark United Methodist Church, where involvement includes discussing investment performance and church building projects. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and comprehensive financial planning services to individuals, trusts, and institutional clients. The firm delivers tailored recommendations through a broad planning menu and integrates advisory services with other financial product sales and referral channels.

Steve Worthy is a financial advisor at OSAIC based in Charlotte, NC, holding CFP® and ChFC® designations with 46 years of industry experience. He has worked at Signator Investors, Inc. for 38 years and has been involved with Maxworth Consulting Group, LLC since 2006, where he manages consulting services related to compensation strategies for emergency department medical staff. Worthy has also worked in fixed insurance since 2018. OSAIC serves a diverse range of clients, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through an extensive network of financial advisors. The firm employs proprietary asset-allocation tools and supports a variety of investment products and managed account solutions.

Vance Hodges is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Bank of America. Outside of his advisory role, he is a partner in BaHoNC LLC, a real estate-related business in North Carolina. 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 supported by structured processes and proprietary tools.

James Copley is a financial advisor with Ameriprise Financial Services LLC in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement-income recommendation reports and ongoing planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Desiree Dufresne is a financial advisor with Edward Jones in Matthews, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she owns and maintains a rental property in Matthews, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.

Martha Catt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Cambridge Investment Research Advisors and Valic Financial Advisors. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management programs, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Anupama Brookins is a CFP® professional with eight years of experience, currently serving at Cambridge Investment Research Advisors. Prior to her advisory role, she worked at Cisco Systems and operates Brookins Consultancy, providing analytics and customer insight services. She also holds adjunct faculty positions in marketing and computer science/statistics at universities in North Carolina and India, and teaches oil painting and tutors high school mathematics. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Ryan Rump is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors DBA Tristate Financial Advisors. Outside of finance, his background includes roles in education and the food service industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and public entities, and offers financial planning, investment consulting, and municipal advisory services.

Jennifer Malaney is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She previously worked at Merrill Lynch for nine years before joining Raymond James in 2017. 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 consulting, and institutional fiduciary services.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

John Ciesla is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Private Client Resources, Greenwich Associates, Rockit Solutions, and the University of Connecticut. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved analytical tools. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

James Harris Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 63 designation and bringing 49 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he serves as an officer at Revenant Investment Partners L.P., a healthcare-focused firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and the Global Investment Committee’s research.

Mary Fernandez is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Philip Mullins V is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group and various non-financial businesses such as Play it Again Sports and The Dogwood Bar & Eatery. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services utilizing risk profiling and modeling, supported by a broad range of portfolio management styles and affiliated research.

Frances Mangan is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services, SharesPost Financial Corp., and Forge Securities LLC. She is currently based in Charlotte, NC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling as part of its advisory approach.

Suzanne Christian is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Robert W. Baird, BB&T Securities, and Truist Advisory Services. Outside of her financial career, she serves as a leader in La Leche League, a nonprofit dedicated to mother-to-mother breastfeeding support. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, providing tailored financial planning services supported by structured discovery processes and analytical tools.

Andrew Walker is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2018. Prior to his financial services career, he was involved with Stuart's Tents and Events and has experience from Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that include cash-flow, retirement, education, and specialized areas such as business-owner transition and sports and entertainment planning.