Robert Jordan is a financial advisor with Primerica Advisors in Rock Hill, South Carolina, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2017, and prior to that, worked at Tempur Sealy Inc. for eleven years. Outside of his advisory role, he is a licensed notary public in South Carolina and operates a handyman service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and maintaining oversight of its investment models.

Dennis Allen II is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Charlotte, NC. Outside of his advisory role, he invests individually in real estate, focusing on purchasing and reselling distressed properties. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through its Institutional Fiduciary Solutions division.

Benjamin Maslyn is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds the CFP® and CFA® designations and previously worked at Truist Banks, Inc. Advisory Services and Truist Advisory Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dawn Eller is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2008. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, offering access to a wide set of products and services.

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Daniel Arnold is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.

Rebekah Cornell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior roles include positions at Fifth Third Securities and Northwestern Mutual. Cornell is also employed outside the investment industry at Sonitrol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Marilyn Hoyle is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Joseph Lipe is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Robert W. Baird since 2013. Lipe serves as the investment committee chairman for the Randall B. Terry Foundation, a charitable organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Robert Dulskis is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2019 and previously spent over a decade with Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Maurice Falls is a financial advisor at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group and holds an active real estate license associated with North Group Realty. 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 investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Lauren Hall is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and three years of industry experience. Prior to joining UBS in 2021, she worked at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, providing a range of offerings including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering research-driven, tailored investment strategies.

William Thomas is a financial advisor at UBS Financial Services in Charlotte, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Edwin Garcia is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at Bank of America since 2022 and Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2022. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Terrington Myles is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Principal Securities, Inc. and Principal Life Insurance Company. His background also includes roles at The Vanguard Group and Fidelity Brokerage Services, as well as involvement with youth organizations such as First Tee Central Carolina and Pro Skills Basketball. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services through its extensive network of investment adviser representatives.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

Robert Rollins is a CFP® professional with 33 years of experience in the financial industry, currently affiliated with LPL Enterprise. He has been with LPL Financial since 2013. In addition to his financial career, Rollins has served as a wrestling official since 1974. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, combining advisory services with brokerage and insurance products on an integrated platform.

Ricardo Desoto II is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of a nonprofit focused on youth and athletics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses.

Madison Rosenberg is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Madison worked at Family Motors Too Inc and Fidelity Investments, and has served as a board member for the University of Tennessee Charlotte Alumni Chapter. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering financial planning and estate planning strategies supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs through its extensive network of advisors.