Nathan Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Cygnus Asset Management, LLC and Wells Fargo Advisors Financial Network LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional services.

Joshua Williams is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2019 and has additional experience at HD Vest Investment Services and Advantax Investment Services. Outside of his advisory role, Williams is involved in tax preparation and accounting through Keith Richardson Consulting LLC, a business he has operated since 2017. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisers with various strategic and tactical investment options and technology tools.

Jeffrey Gaskin is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010. Gaskin serves as Vice Chairperson on the Investment Committee of Monarch LLC, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support tailored financial plans.

Kristina Pyle is a financial advisor with Merrill in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her work history includes roles at Bank of America, Wells Fargo, and SunTrust Advisory Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Collin Brantmeyer is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Motley Fool, Camp Digital, Public News Service, and VNYL. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Lisa Oviatt is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Morgan Stanley Smith Barney, and several other firms. 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.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Outside of his advisory work, he is employed part-time as a caddie at Pinehurst Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Greegory Reyes is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Goldman Sachs and The Vanguard Group, alongside multiple positions within Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

John Granzow is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Morgan Stanley in 2025. Outside of his advisory role, he has ownership interests in several investment-related entities based in Charlotte. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support tailored financial plans, offering a comprehensive range of retail and institutional investment solutions.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. 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 integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Robert Lenderink is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

John Shinas is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He joined the industry in 2026 and has prior work experience at Insulating Services, Inc. since 2007. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Andrew Guthe is a CFP® professional with two years of experience in the financial advisory industry. He is currently with Raymond James Financial Services, Inc. and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory work, he is involved as an associate at Cygnus Asset Management in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and risk profiling tools and supports a range of advisory programs and institutional consulting services.

Edward Jordan is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and offering 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a licensed agent for individual life and health insurance and owns Jordan Wealth Management LLC, which is used for managing business income and expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as estate settlement and divorce planning.

Ashton Dufresne is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including involvement with Mason Jar Matthews LLC, an Irish public house. 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 strategies supported by a large nationwide network of advisors and branch offices.

James Minor is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney LLC since 2010 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Minor is a notary public, dedicating time weekly to this activity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diversified investment and planning services.

Terry Haines is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 32 years of industry experience. He has worked with Cambridge Investment Research since 2019 and previously with H.D. Vest Advisory Services and other financial firms. Haines is also the owner of TLH Financial Services, Inc., operating as Haines Financial Services, Inc., and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm utilizes multiple custody arrangements and proprietary and third-party investment strategies, providing flexible and tailored solutions through a nationwide network of independent financial professionals.

Lisa Shaw is a financial advisor with Raymond James Financial Services Advisors, Inc. in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC. Outside of her advisory role, Shaw is the owner of DENEB Creative, LLC, a business focused on publishing inspirational books. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and supports a wide network of advisors with specialized institutional and municipal finance capabilities.

Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. 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 manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.