Noah Jedlowski is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at ClearPlan Wealth Management, RS Will Wealth Management, and Prudential Financial. He has also worked in roles outside finance, including positions at country clubs and educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from multiple sources.

Michael Stack is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Morgan Stanley and various positions at the University of South Carolina and Augusta National Golf Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Kelley Acosta is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Thomas Kalbaugh is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles outside finance, such as at Cape Fear Collision and Abide Window Services, as well as positions in education and management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and various investment strategies.

Colin Larsen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Pennington Partners & Co., NFP Retirement, Janus Henderson Investors, and Northwestern Mutual. He has also worked in academic settings at the University of Colorado and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Geoffrey Elliott is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Bankers Life. Outside of finance, he occasionally performs maintenance on a rental property managed by his spouse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Jennifer Godsey is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Merrill since 2009 and concurrent with Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s broader platform, providing access to a wide range of products and services.

Ronald Schroeter is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he is involved in home construction through Garland Construction in Fort Mill, SC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management grounded in modern portfolio theory. The firm’s advisory process includes preparation of investment policy statements, performance reporting, participant education, and a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nicholas Nielsen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior experience includes roles at Independent Advisor Alliance, LPL Financial, and SunTrust Advisory Services. Outside of advising, he is an author of the book *Visual Finance* and an ESPN+ analyst for the NJCAA Basketball Tournament. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through comprehensive risk profiling and supports implementation via brokerage and advisory accounts, managed accounts, and outside managers.

Jacob Gregson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at The Vanguard Group for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Abbracciamento is a CFP® professional at Stifel with eight years of industry experience. He joined Stifel in 2025 after working at Bank of America and Merrill from 2016 to 2025. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Marks is a financial advisor with Morgan Stanley Wealth Management in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Wells Fargo Clearing Services for nine years and has been with Morgan Stanley since 2016. Outside of his advisory role, he is the proprietor of You Matter Daily, a recreational business based in Charlotte. 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 provides services through both individual and corporate financial planning agreements.

David Van Glish is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been assisting clients with complex financial decisions since 2006, focusing on comprehensive wealth management strategies tailored to individual goals. David's expertise includes portfolio construction, retirement planning, education funding, and coordination with clients' legal and tax advisors on estate planning. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His credentials are supported by Series 7 and 66 FINRA registrations, as well as Life, Health, and Long-Term Care insurance licenses. He earned a bachelor's degree from Emory University and both a master's and doctorate from the University System of Georgia. Prior to joining Merrill, he had a career in the textiles industry. David is active in the Charlotte community, serving as a solicitor for the Jewish Federation of Greater Charlotte and is an alumnus of Leadership Charlotte. He enjoys spending time with his wife and three adult children.

Paige Brenner is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Foot and Ankle Associates and has experience in both educational and hospitality settings. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Alexander Gruss is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at GoHealth and Walgreens. Gruss is based in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Aquil Naeem is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with LPL Financial since 2016, including its affiliated entities, and previously spent two years with Stratos Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

William Thompson is a financial advisor with Edward Jones in Clover, SC, holding a Series 66 designation and having seven years with the firm. Prior to joining Edward Jones, his work experience included roles at Print Depot, Hinkle's Animal Hospital, Belk, Inc, Pure Country, and Sparrow Eye Creative. Outside of his advisory work, he is involved in cleaning common areas of an office building through a local business in Landrum, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and features a large network of financial advisors and branch offices nationwide.

Dong Hahn is a financial advisor at Edward Jones with 16 years of industry experience. He has held prior roles at New York Life and TIAA-CREF, and has entrepreneurial experience through Hahndo, Inc. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Aaron Murphy is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He focuses on helping clients uncover their priorities to create strategies aimed at pursuing their financial goals. Aaron's expertise includes executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works with families to build certainty and confidence in their financial lives. He holds a Bachelor's Degree from Queens University of Charlotte and a High School Diploma from Myers Park High School. Outside of his professional career, Aaron enjoys activities such as chess, golfing, hiking, music, pickleball, rock climbing, running, and spending time with his family.

Monique Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has previously worked with Pruco Securities, LLC, and Prudential Insurance Company of America. Additionally, she is active as an insurance agent in Fort Mill, SC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent Financial Professionals. The firm employs a range of investment strategies and platform options, including proprietary and third-party models, with services tailored to client objectives.