Marc Messer is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley since 2013 and has been involved with Resource & Design Associates since 1972. Messer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Bryan Haney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in financial services, focusing on wealth management strategies for clients and businesses. He holds a Bachelor's Degree from Appalachian State University. Bryan has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bryan resides in Charlotte with his family. In his spare time, he enjoys spending time with his family and playing golf.

Tracee Pearson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She previously worked at Morgan Stanley and Jpmorgan Chase Bank, N.A. outside of her current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Chirag Patel is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously associated with Wells Fargo Advisors, LLC and First Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Evan Clatterbuck is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank from 2016 to 2019. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market assumptions to tailor investment strategies.

Matthew Alexander is a Senior Financial Advisor at Merrill Lynch Wealth Management and has been with The Rutherford Group since 2018. In his role, he helps clients create and track strategies toward financial success. Prior to joining The Rutherford Group, Alexander specialized in retirement income planning, partnering with financial advisors to provide income and protection solutions through MetLife Investors and Brighthouse Financial. Alexander holds a Bachelor's Degree from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards Inc. He takes a holistic approach when working with clients to create, execute, and monitor wealth management plans. His areas of expertise include employee benefits planning, family wealth management strategies, personal retirement planning, philanthropic planning, and retirement income. Outside of his professional duties, Alexander has personal interests such as boating, camping, football, golfing, music, pickleball, skiing, tennis, and spending time with his family. He has also served as a former board member of the Appalachian State University Alumni Board (Charlotte Chapter).

Ashley Alexander is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having eight years of industry experience. Prior to joining Vanguard, Ashley worked at BMO Harris Bank and has been involved in entrepreneurial activities including ownership of Alexanders BBQ LLC. Vanguard Advisers provides investment advice through a combination of automated platforms and human support, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware strategies.

Steven Sutton is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with LPL Financial in Charlotte, NC. His prior roles include positions at Thomas Atkinson, Waddell & Reed, and various insurance agencies. Sutton has also worked as a self-employed advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services utilizing both discretionary and non-discretionary management supported by internal and third-party research.

William Osman is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals, families, and business owners to help them make informed financial decisions and pursue their long-term goals. His focus includes areas such as building wealth, retirement planning, asset preservation, legacy creation, and managing financial transitions. William takes a personalized approach, developing comprehensive strategies tailored to each client's unique circumstances, values, and objectives. He aims to provide thoughtful guidance, proactive communication, and a disciplined investment process to help clients stay focused on their priorities. William holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the University of North Carolina System and a Master's Degree from East Carolina University.

Kyle Garrison is a financial advisor at UBS Financial Services with four years of industry experience. He has held prior roles at Bank of America, Merrill, and Black River Wealth Management Ltd., and has work experience outside finance including positions at United Parcel Service and NitroFlex Gym. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based strategies to tailor plans according to clients' goals and risk tolerances.

Nicholas Cicci is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. He is based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Damien Supple is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience, all spent at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Purgason Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for the Olde Providence Civic Association in Charlotte, NC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacob Allen is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining LPL Enterprise, he worked in various municipal roles in North Carolina, including positions with Union County and several cities. Allen is also involved in non-variable insurance activities related to his advisory work. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, model portfolio management, and brokerage and insurance products through an integrated platform.

Ileana Musmanni is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, she operated a business under the name Ili Musmanni for eight years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a variety of strategies and investment options.

Andrew Surla is a Financial Advisor at Merrill Lynch Wealth Management, where he partners with individuals, families, and business owners to help navigate financial decisions with clarity and confidence. His role involves providing steady guidance and thoughtful planning tailored to clients' evolving goals and circumstances. Andrew's expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. He leverages his experience as an investment professional to develop comprehensive strategies that bring structure and clarity to complex financial situations. He holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Andrew is active in several professional organizations such as the Bank of America Employee Networks, Charlotte Coffee Club, Kingdom Kickbacks, and Mercy Church. His community involvement includes participation in the ADP Peer Mentor Program, Beds for Kids, Better Money Habits, Charlotte Coffee Club, Habitat for Humanity, and Kingdom Kickbacks.

Philip Dusek is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Before joining Morgan Stanley in 2024, he worked at UBS Wealth Advice Center and Principal Securities, among other firms. He serves as a board member of HubClub Inc., a technology company based in Charlotte, focusing on fundraising and business development. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Mark Orton is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Wachovia Bank and Wells Fargo Clearing prior to his current position. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Megan Hern is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group and Point Me to the Water, LLC, as well as legal work at Baylor University School of Law and Jackson Law PC. 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.

Evan Ferguson is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked in various roles including positions at Castaways Raw Bar & Grill and UNC Charlotte. Evan is based in Charlotte, NC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning and broker-dealer services, leveraging third-party asset management programs and operates primarily through LPL-sponsored platforms and endorsed TAMPs.