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 Series 66-licensed financial advisor with LPL Enterprise in Charlotte, NC. He has one year of industry experience, joining LPL Enterprise in 2025 after roles with local government entities in North Carolina. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

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.

Philip Nemphos is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2026 and has longstanding experience with Murray, Montovanni, Nemphos & Tierinni since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions using a variety of financial planning and portfolio management approaches.

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.

James Baker is a Series 66 licensed financial advisor at LPL Financial with 16 years of industry experience. He has worked at LPL Financial since 2015 and previously was with Raymond James Financial from 2012 to 2015. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

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.

Jerry Richi is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Regions Bank. 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 advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by extensive operational and research tools.

Richard Bugg is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, UBS Financial Services, Monroe Financial Services, and as a retirement specialist at Michael Oana Retirement Specialist. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Mclaughlin is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at several firms including National Securities Corporation and Questar Asset Management. Outside of his advisory roles, he founded Bowl'd Creations LLC, operating a business called Life Bowls. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Nathan Herricks is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he is employed as a bus driver for FMSD Transportation. 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 financial planning, model portfolio programs, and access to third-party asset management, providing advice through a broad network of investment adviser representatives.

Mark Orton is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and 24 years of industry experience. He has been affiliated with Wells Fargo Clearing since 2016 and with Wachovia Bank, N.A. since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including niche services like business-owner transition and special-needs analysis, and uses Wells Fargo research and tools to develop tailored client recommendations.

Megan Hern is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, Hern worked at The Vanguard Group and has a background that includes positions in law and public relations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Evan Ferguson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in various hospitality and service businesses, including Castaways Raw Bar & Grill and RuRu's Taco's & Tequila. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of third-party and proprietary programs to tailor investment solutions.

Arthur Corazza is a Series 66-licensed financial advisor with Thrivent Investment Management in Rock Hill, SC. He has been with Thrivent and its affiliated firm since 2026, following an 11-year tenure at United Rentals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Brooke Smith is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, Smith worked at firms including Commonwealth Financial Network and Edward Jones, and was involved with Freight Farms, Inc. outside the financial sector. Smith is also co-owner of OpenRoad Wealth Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. 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 supported by research and technology tools, with a large network of investment adviser representatives managing extensive discretionary assets.

Helen Amelia Fritsche is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. She is a member of TBBR LLC, a group formed to co-own a condominium in Blowing Rock, North Carolina. 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, and institutional investors.

Robert Wells is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo from 2004 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through Corporate Financial Planning agreements.