Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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.

Phillip Jordan is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Advisors. He has prior experience at Wells Fargo Clearing and Edward Jones. In addition to his advisory role, he owns Bespoke Asset Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services tailored to clients meeting a net-worth threshold.

Alexander Chambarry is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2023. In addition to his advisory role, Chambarry serves as an Engineer Officer with the North Carolina National Guard. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and modeling tools but does not include individual security recommendations as part of its standalone planning service.

Gregg Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 30 years and has led Nelsen Financial since 2002. In addition to advisory work, he dedicates a significant portion of his time to insurance sales, including life, long-term care, disability, and fixed annuity products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning and institutional platforms.

Jacob Webb is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and held various roles including positions in fitness and education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured processes and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with diverse investment strategies.

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 at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been self-employed as a CPA since 1992. In addition to his advisory role, he dedicates time to providing individual insurance products, group benefits, financial planning, and advisory services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, supported by a broad range of portfolio management styles and affiliated research.

Robert Gaskin is a financial advisor with Raymond James Financial Services Advisors Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Raymond James since 2017 and was previously with Wells Fargo Advisors Financial Network LLC for eight years. Gaskin is also the managing member and CEO of Gaskin Asset Management, LLC, a financial planning and asset management practice he has operated since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth families, corporations, and institutional investors. The firm employs a non-discretionary, tailored advisory approach supported by advanced analytical tools and maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting services.

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 at Raymond James & Associates with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. 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, pension and profit-sharing plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

Sarah Reames is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 designations and bringing 25 years of industry experience. She has operated her CPA practice since 1988 and holds fiduciary appointments, alongside managing Cannoli LLC. Reames also serves as a board member of the Plantation Professional Center Condo Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing a variety of portfolio management and platform solutions.

Maxim Biruk is a financial advisor at Fidelity with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions 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 an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a structured investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

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.