Joseph Brown is a Series 66-credentialed advisor at Wells Fargo Clearing with three years of industry experience. Prior to his financial advisory role, he spent 14 years at MR Motorcycle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Calvin Perry is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Company. Outside of his advisory work, he has been involved in a mortgage and real estate business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Henry Winslett III is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and 18 years of industry experience. He previously worked at Wells Fargo Securities before joining J.P. Morgan in 2018. Winslett co-founded WARD'S Foundation, a nonprofit focused on support for families with rare diseases, where he serves as Treasurer. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Lanphier is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 24 years of experience in the financial services industry. Since joining Merrill Lynch in 2008, he has focused on providing customized wealth management strategies that consider the full financial picture of his clients. His areas of expertise include employee benefits planning, executive compensation, liquidity management, and retirement income. Michael is a Cum Laude graduate of Indiana University of Pennsylvania and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is an active member of the Waxhaw-Weddington Rotary Club and the Union County Arts Council, reflecting his commitment to community involvement. Outside of his professional work, Michael enjoys cooking, fishing, football, and spending time with his family. He has been married to his wife Cindy for 26 years, and together they are raising their daughter Ashlyn Grace in historic Waxhaw.

David Mancuso is a financial advisor at LPL Financial with 17 years of industry experience. He has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Outside of his advisory role, he works as a pickleball instructor in Cornelius, NC. 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 consulting services, utilizing both discretionary and non-discretionary management approaches along with model portfolios and research from multiple sources.

Cameron Davis Kania is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fidelity Investments. Outside of finance, he has experience with the Madison Racquet and Swim Club and Inspire Tennis Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Diana Jara is a Financial Advisor at Merrill Lynch Wealth Management. She manages clients' investment and retirement portfolios with a philosophy that prioritizes clients' interests. Diana's client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. She also assists clients with estate planning processes in coordination with legal professionals and offers strategies for tax efficiency. Diana began her financial career in 2006 with TD Bank and TD Wealth, where she held various roles including retail banking, supervision, and private banking. She spent five years at Morgan Stanley working with the Wealth Management International division, serving clients in Latin America, Brazil, and the United States before joining Merrill in 2020. Diana earned a bachelor's degree in Economics from Florida International University and holds FINRA registrations 7 and 66, as well as professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional work, Diana is involved with several organizations including the Women's Exchange Board, the National Association of Women Business Owners (NAWBO), the Latin American Chamber of Commerce of Charlotte, and the Carolinas LGBTQ+ Chamber of Commerce. She is an advocate for children and volunteers as a Guardian Ad Litem for foster children. Diana is fluent in English and Spanish and enjoys activities such as camping, gardening, hiking, rock climbing, running, soccer, spending time with family, tennis, traveling, and yoga.

Stefanie Pruden is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Davidson, NC, where she has worked since 2014. She has 23 years of industry experience. Pruden is part of The DDK Group within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jessica Smego is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes a position at Community Bank of the Chesapeake and roles outside finance, such as at Outback Steakhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Weemhoff is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked primarily with LPL Financial since 2010, with a one-year tenure at Cadaret Grant & Co., Inc. He is also licensed as a non-variable insurance agent, selling whole, term, and universal life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Michael Urizzo is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Vanguard, New Jersey City University, and IMC Financial Markets. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by centralized operational infrastructure.

James Shoemaker is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise provides a retirement-income planning service designed for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. She previously worked at BB&T from 2016 to 2021 before joining Equitable Advisors, where she has been since 2021. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Jason Grgurina is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. He has been with LPL Financial since 2007. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources alongside discretionary and non-discretionary management options.

Darren Champlin is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. 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. The firm provides financial planning, various advisory programs, and brokerage services through a national network of investment adviser representatives.

Sullivan Higson is a financial advisor at UBS Financial Services with a Series 66 credential and three years of industry experience. Prior to UBS, he worked at The O'Brien Tate Group and Jeter Hrubala Wealth Strategies LLC. He holds a background that includes academic positions at Wofford College and Providence High School. 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, delivering advisory work based on proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Veronica Lommel is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo and JPMorgan affiliates throughout her career. Outside of finance, she works as a part-time delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Evan Busby is a financial advisor at Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and various positions before entering the financial sector. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over 5,400 financial advisors and approximately $501 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, offering non-discretionary investment advice supported by extensive research and an affiliated network of financial services.

William France is a CFA® charterholder and financial advisor with over a decade of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo and United Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

William Mayeux is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the Certified Financial Planner (CFP) designation and is recognized as a Personal Investment Advisor (PIA). William has expertise in wealth and investment planning, assisting clients in preparing for their financial futures. He employs both quantitative and qualitative methods to select appropriate money managers for clients, contributing to the team's performance and service delivery. He earned his Bachelor's degree from the University of Notre Dame and completed a Master's degree within the University of North Carolina System.