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.

Randy Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch, and Wells Fargo. In addition to his advisory work, he is involved in a non-variable insurance agency based in Huntersville, NC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through its integrated platform.

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. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by a broad affiliate network and specialized municipal finance capabilities.

Ryan Lopez is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Brooks International and the University of Alabama. Lopez is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

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.

William Simpson is a financial advisor with LPL Financial in Rock Hill, SC, holding a Series 66 credential and 18 years of industry experience. Prior to joining LPL Financial in 2021, he was involved in real estate and investment advisory roles at Southern Commercial Real Estate LLC, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. Simpson is also engaged in tax preparation and accounting services through W. Frank Simpson LLC affiliated with Brittany Ayers, CPA, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios, research, and technology-driven investment solutions.

Deep Patel is a financial advisor at LPL Financial with two years of industry experience. He previously worked at Wells Fargo for two years and has been with LPL Financial since 2023. Patel holds the Series 66 designation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from internal and third-party sources.

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.

Michael Schweller is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Prior to joining Cambridge, he worked at Cetera and Ameriprise. His background includes various roles outside finance, such as positions at Sohi Grilled Sandwiches and Huntington Nursery and Florist. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.