Adam Greene is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, and Scottrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

Nikolaos Peroulas is a financial advisor with LPL Financial, holding a Series 66 designation and with 21 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time at Harrisdirect LLC in 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Clayton Wise is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, the Levine Jewish Community Center of Charlotte, Red Ventures, and the University of South Carolina. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, emphasizing client-specific risk assessment and customized investment solutions.

Richard Johnson II is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, South Carolina, with 7 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. before joining LPL Financial. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. 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 solutions supported by more than 23,700 advisors nationwide.

Ezio Palomeque is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized wealth management strategies tailored to his clients' unique needs, helping bridge the gap between their current financial situations and future aspirations. His expertise encompasses a wide range of areas including retirement planning, estate planning services, risk management, tax minimization strategies, and investment management. Mr. Palomeque focuses on client areas such as family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds a Bachelor of Science degree in Business Administration and Finance from East Carolina University. Additionally, he has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English and Spanish, he brings accessible and knowledgeable service to his clients. Outside of his professional work, Mr. Palomeque dedicates time to community involvement, including participation with the Hearts For The Invisible Charlotte Coalition. His personal interests include boating, camping, cooking, football, reading, travel, and spending time with his family.

Scott May is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Marc La Vigne is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 25 years of industry experience. In addition to his advisory role, he is involved as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across multiple platform arrangements.

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2018, she worked with Foresters Advisory Services and Foresters Financial Services from 2016 to 2018. Outside of her advisory role, she is an independent nail stylist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research and technology tools, and overseeing over $819 billion in discretionary assets.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Jonathan Hill is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations. He has one year of industry experience, previously working at Maxwell Financial Management and serving in various educational roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with a range of financial planning and asset management platforms, leveraging technology and a broad network to serve over 22,800 advisors and manage over $819 billion in discretionary assets.

Bryan Recca is a CFP® professional with five years of industry experience currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group and Mosaic Pediatric Therapy. 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 a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technological tools and a broad network of over 22,800 advisors.

Sarah Marshall is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Dtcc and Raymond James. 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 a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies through both proprietary and third-party resources.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Realty Benefit Services as a sales associate. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charities, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advisory models implemented via third-party providers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Serena Bachoua is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. She has worked at LPL Financial LLC prior to joining LPL Enterprise and has a background including roles in retail and service industries. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management access, and participation in wrap programs.

Gregory Duckworth is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a board member for South Charlotte Partners, Inc. and is the sole proprietor of Eureka Trading Company, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include collaboration with employer-based corporate financial planning.