Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include several positions at PNC Wealth Management and PNC Investments from 2015 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Frederick Graves is a financial advisor with Merrill and holds Series 66 and Series 63 credentials. He has five years of industry experience, including prior roles at Keller Mortgage and Equitable Advisors. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Blanchard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Advisors LLC since 2024 and previously spent nine years at Prospera Financial Services. Outside of his advisory role, he owns and manages a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.

Jason Brown is a financial advisor with Merrill in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bankers Life and Walmart Stores Inc. Outside of advising, he operates a boat rental business and serves as an executor for an estate. 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 a range of individual and institutional clients.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Paul Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Before joining LPL Financial in 2021, he was a managing member at DNP&P Group, LLC, and worked with Waddell & Reed Inc. and various insurance carriers. 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 portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory services.

Michael Mordenti is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with various Raymond James entities since 2009. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services including municipal and public finance advisory and employer SIMPLE IRA consulting.

Christopher Bauer is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 12 years of industry experience. He has worked at Merrill since 2017, with prior roles at Santander Securities LLC and Flushing Bank. Outside of advisory work, he holds a power of attorney position for a non-investment-related entity. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Angelika Chen Currlin is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses. She has been with Merrill and Bank of America since 2026. Prior to her advisory role, she worked at Long's Jewelers and Shreve, Crump & Low. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Lenora Griffin is a financial advisor with LPL Financial based in Matthews, NC. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Griffin has been with LPL Financial since 2007 and also works with LPL Enterprise LLC. 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 range of financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 20 years of industry experience. His prior roles include positions at Cetera Wealth Services, Cambridge Investment Research Advisors, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Kyle Potenski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services in Charlotte, NC. His prior experience includes roles at Bank of America, Merrill, UBS Financial Services, and Empower Advisory Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Charles Wixson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as work with the University of Georgia and the Office of Senator John McCain. He also has experience in the hospitality sector, having worked at two different pubs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Emmons is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Mark Rindner is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Charlotte. Since beginning his financial advisory career in July 2015, Mark has served clients as a Sole Practitioner and now as a Senior Financial Advisor. He focuses on managing liquidity, liability, and risk to support families, individuals, and businesses in pursuing their long-term financial goals based on their specific needs and risk tolerance. His client expertise areas include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Mark holds a Bachelor of Science in Mechanical Engineering Technology from the State University of New York at Farmingdale, an Associate's Degree from New York City College of Technology, and a High School Diploma from The Beekman School. He 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). Prior to his career in financial advising, Mark worked as a mechanical inspector focused on fire safety and life safety in New York City schools. Mark and his wife Stephanie live in Ballantyne with their daughter Samantha. Outside of work, he enjoys biking, billiards, boating, cooking, scuba diving, skiing, swimming, traveling, and spending time with family. He is also actively involved in community events, including school reading and math programs, reflecting his commitment to serving and supporting the communities in which he works and lives.

Matthew Eberwein is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at achieving their financial goals. His role involves guiding clients through various financial planning needs, including retirement planning, investment management, and navigating significant life changes. Matthew began his career at Fidelity Investments in 2022 and has held multiple positions within the company, progressing from Workplace Planning Associate to his current role as Financial Consultant. This progression reflects his experience in workplace planning and client consulting within the financial services industry.