Lisa Shaw is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. Prior to joining Raymond James in 2017, she worked at Wells Fargo Advisors Financial Network LLC for eight years. In addition to her advisory role, she is the owner of DENEB Creative, LLC, a business focused on publishing inspirational books, and serves as a trustee responsible for charitable giving decisions. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth investors, pension and profit-sharing plans, and governmental entities. The firm offers a range of tailored, non-discretionary advisory services and has notable involvement in municipal and public finance through its affiliated entities.

Harrison Holmes is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 credential with one year of industry experience. His prior positions include roles at Bank of America, Pruco Securities LLC, and State Farm. Merrill offers managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Phillip Jordan is a CFP®-designated financial advisor with Wells Fargo Advisors in Charlotte, NC, bringing 25 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he owns and operates Bespoke Asset Management LLC, an investment-related business based in Matthews, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions and other niche areas. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations, with flexible implementation options through their brokerage or advisory programs.

Alexander Chambarry is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Wells Clearing Services and Disys. He serves as an Engineer Officer in the North Carolina National Guard. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a financial planning process that incorporates firm-approved tools and investment committee insights.

Gregg Nelsen is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2025 and also operates Nelsen Financial, which he has been involved with since 2002. Gregg has experience with Cadaret, Grant & Co., Inc. dating back to 1995. In addition to advisory work, he is involved in insurance sales, focusing on life, long-term care, disability, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory and brokerage services through a national network and offers both discretionary and non-discretionary portfolio management supported by research and technology.

Jacob Webb is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, previously working at Merrill and other organizations including the Financial Independence Group and the Mint Hill Chamber of Commerce. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Blake Mc Call is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017. Outside of his financial career, he has operated Bouk Catering since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing 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 through both direct and corporate financial planning agreements.

Christopher Mattina is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan in various roles since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Franklin Sparkman is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Raymond James since 2019 and has a background that includes self-employment as a CPA since 1992 and a role at Crown Capital Securities, LP since 2010. Sparkman is also associated with Abiding Wealth Advisors, where he provides insurance products, group benefits, and financial planning services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with an emphasis on public finance and municipal services alongside its retail advisory offerings.

Robert Gaskin is a financial advisor with Raymond James Financial Services Advisors Inc. in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James since 2017 and previously spent eight years with Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he manages Gaskin Asset Management, LLC, which supports his financial planning and asset management practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and implementation through various account structures and outside managers.

Kyle Worthy is a financial advisor at Osaic Wealth, Inc. based in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Signator Investors Inc for 13 years before joining Osaic in 2018. Outside of advisory work, Kyle is a photographer and owner of Kyle Worthy Photography. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services with a broad selection of portfolio construction tools and third-party managed account solutions.

John Earnhardt is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and governmental entities, offering wealth advisory planning and investment consulting through various programs and institutional services.

Sarah Reames is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 credentials and with 24 years of industry experience. She has held roles at Cambridge Investment Research and Avantax Advisory Services and operates her own CPA practice, Sarah N Reames CPA PLLC, which provides accounting and tax services. Reames also serves as a board member of a local condo association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement services through a network of independent professionals. The firm provides multiple investment platforms with discretionary and non-discretionary options, proprietary and third-party model strategies, and institutional features such as advisor transition support and compliance oversight.

Maxim Biruk is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Clearing Services and US Tech Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Alissa Ilacqua is a Planning Consultant at Fidelity Investments, where she works with individuals and families to help them plan and manage their financial resources. Since joining Fidelity in 2023, she has held several roles including Financial Representative and Investment Consultant before assuming her current position in 2026. In her role as a Planning Consultant, Alissa focuses on empowering clients to take control of their financial future, aiming to enable them to spend their time on what matters most to them. Her experience spans financial representation, investment consultation, and comprehensive financial planning. Outside of her professional responsibilities, Alissa enjoys activities such as art, spending time at the beach, social events with friends, Pilates, reading, and playing softball.