Andrew King is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Metlife Securities and Mass Mutual. Outside of his advisory role, he serves as vice president of the Gary Hammond Scholarship Foundation, assisting with event coordination. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering a range of advisory services from financial planning to managed portfolios. The firm employs advanced asset-allocation tools and supports multiple investment platforms and third-party solutions.

Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Andrew Warner is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 66 and Series 63 licenses. He has four years of industry experience, including prior roles at Wells Fargo Securities. Outside of his advisory work, he is also an insurance broker specializing in life, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using detailed client data and firm-approved analytical tools to develop recommendations.

Keith Greenberg is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of his financial advisory work, Greenberg coaches youth soccer and serves as a consultant for local soccer clubs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Melanie Trexler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Fidelity's Strategic Advisers LLC, where Melanie works, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Landrum Henderson Jr. is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 51 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an owner and proprietor of a rental property in Pawleys Island, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments.

Michael Jones is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2010, he has collaborated with his team to develop customized wealth and financial strategies tailored to the individual needs and goals of his clients. With over 20 years of experience in wealth management, Michael focuses on areas including education planning, family wealth management strategies, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds the professional designations of CHARTERED FINANCIAL CONSULTANT (ChFC) and Personal Investment Advisor (PIA). Michael completed his high school education at Totino Grace and attended the University of Minnesota System, though no degree was conferred. Originally from Kentucky, he currently resides in Laguna Niguel with his family. His personal interests include boating, cooking, fishing, golfing, and reading.

Benjamin Horn is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and over 24 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley \& Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He leads a weekly CFP discussion at Winthrop University in Rock Hill, SC. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and research.

Mary Chase is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. She previously worked at Merrill from 1997 to 2021 and Morgan Stanley Smith Barney LLC from 2021 to 2022 before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct relationships and Corporate Financial Planning agreements with employers.

Heidi Johnson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Bryant is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, and charitable organizations with a range of services such as financial planning, portfolio management, and separately managed accounts. The firm employs a mix of manager-traded and model-traded strategies supported by internal research and oversight and reported approximately $394 billion in regulatory assets under management as of year-end 2025.

Rob Lotz is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with clients to develop customized financial plans aimed at helping them achieve their unique goals. His approach centers on being a trusted advisor to assist clients in managing their wealth effectively. Rob has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This experience has provided him with a broad understanding of financial planning and investment strategies. Outside of his professional responsibilities, Rob enjoys activities such as spending time at the beach, family activities, golf, surfing, and parenthood.

Christian Perry is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including at Top Golf and Tropical Smoothie. Outside of financial services, he is involved in retail service work at Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory services.

Michael Williams is a Series 66 registered advisor with Thrivent Investment Management, based in Charlotte, NC. He has 21 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that cover various topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Cameron Chapman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. He has worked with Cambridge Investment Research, Inc. and WealthGuard Insurance Services, LLC, where he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Gary Collins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Collins operates SCM Arms, a business licensed to buy, sell, and manufacture firearms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and third-party research.

Peter Senick is a financial advisor with Equitable Advisors in Ridgeway, SC, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as Board Chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Morgan Stanley and its affiliated entities in various roles from 2018 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary approach.

Ryan Lopez is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses with seven years of industry experience. Before joining Morgan Stanley in 2019, he worked at Brooks International for one year and was at the University of Alabama for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including financial planning and estate planning, managing approximately $2.74 trillion in client assets.