Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.

James Alessandro is a financial advisor with Fidelity, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including a 30-year tenure at TIAA and five years with Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Louis Li is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America and Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, delivering access to various financial products and services.

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

Katelyn Parker is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Merrill since 2018 and previously held roles at Harrisburg Family House, Sullivan's Steakhouse, Walters & Mason Retail Inc, and the University of North Carolina at Charlotte. 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 broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Moore Jr. is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he serves as a youth basketball referee for recreational and church league games for ages 8 to 18. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Maria Kamboykos is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and HSBC. Outside of her advisory role, she provides pet sitting services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary buy/sell recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and a combination of advisory approaches with centralized custody and operational systems.

David Rich is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Financial Resources Group, Gladstone Wealth Partners, and National Securities Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by extensive research and technology solutions.

Brian Benatovich is a CFP® professional with 11 years of industry experience, currently serving at Cetera in Charlotte, NC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Bankers Life. He volunteers as a board member and financial committee member of the nonprofit Charlotte Curling Association, assisting with the club’s financial management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Jaclyn Maurer is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, following prior roles at Mass Mutual and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved in real estate rental activities. 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 retirement plan consulting, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Nathan Valenta is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation. He has experience working at LPL Financial since 2024 and spent three years at The Vanguard Group. His background also includes roles outside the financial sector, such as working at Applecross Country Club. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various investment strategies.

Riley Blackmer is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2024, following a brief tenure at Bank of America-Merrill Lynch in 2023. Outside of finance, he has involvement with the Isabella Santos Foundation. 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 broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Mark Ettinger is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes previous roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios and research from various sources to support diversified and alternative strategies.

Jabbar Jamison is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at MassMutual Investors Services, New York Life, and BB&T. Outside of advising, he has a minority ownership interest in an energy drink company, Premier Manufacturing LLC/Zenedge. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets.

Samuel Bundy is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS, he worked at Regions Financial, Legacy Strength, and held roles outside finance including at DICK'S Sporting Goods and Lowe's. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, blending proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, operating across multiple financial services including futures commission merchant activities and securities-backed lending.

James Ziel is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Outside of his advisory role, Ziel serves as an equipment assistant for the Mecklenburg County Board of Elections and works as an automotive repair technician. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by software tools and provides additional event-driven planning services such as divorce and estate-settlement planning.

Jonathan Hreha is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at The Vanguard Group and Truliant Federal Credit Union. 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, and retirement consulting services, supported by research, model portfolios, and various management options.

Ethan Garrety is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at New Western, Pantana Bobs, Catalyst Capital Partners, and several other organizations. LPL Financial serves 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 across diversified strategies.

Howard Douglas is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co. Inc. since 2009. He is based in Charlotte, NC, and holds a Series 63 license. Outside of his advisory role, he serves on the advisory committee for MCDF Orphans, a charity supporting a village in Zimbabwe, and is vice-president of a homeowners association in Hilton Head Island, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.