Garrett Fish is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining LPL Financial in 2022, he worked at JPMorgan Asset Management and its institutional affiliates from 2002 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios, third-party asset management, and institutional platforms.

Brian Parrish is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2010 and has been in the financial services industry since 1998. Brian follows a disciplined process that begins with taking time to fully understand each client's particular needs, concerns, and priorities. He offers access to Merrill's investment resources and Bank of America's banking services to help clients address various aspects of their financial lives. Brian's areas of expertise include college education planning, family wealth management strategies, liquidity management, personal retirement planning, tax minimization, and retirement income. He holds a bachelor's degree in Applied Economics with a minor in Finance from East Carolina University. Additionally, he holds the Accredited Asset Management Specialist (AAMS) and Personal Investment Advisor (PIA) professional designations. Brian lives in Charlotte, North Carolina with his wife Jennifer and their three children. They spend much of their free time watching their children participate in various sports. Brian's personal interests include cooking, fishing, golfing, hunting, music, reading, and traveling.

Katie Scott is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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, and institutional investors.

Evan Gould is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at UBS since 2020, following roles at Bankers Life and Medi Weightloss Clinics. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary market research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Cynthia Galvan is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes roles at Fidelity Investments and Fidelity Personal and Workplace Advisors before joining Merrill in 2021. 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 individual and institutional clients.

Michael Penn is a financial advisor with Edward Jones in Rock Hill, SC, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products through a nationwide network of more than 23,700 advisors.

Greg Solaz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with LPL Financial since 2015. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

David Meier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Citigroup for nine years. 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 a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brian Lenhardt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2015. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Sarah Drummond is Vice President and Branch Leader at Fidelity Investments. In her role, she leads a team of financial professionals who work collaboratively with clients and their families to develop financial plans tailored to their definitions of success, including making sound investment decisions, growing or protecting wealth, and leaving a legacy. Drummond has been with Fidelity Investments since 2010, progressing through various roles including Financial Representative, Relationship Manager, Branch Service Manager, Assistant Branch Leader, and currently Branch Leader. Her extensive experience at Fidelity encompasses client relationship management and branch leadership responsibilities.

Scott Ellis is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating over a decade of experience before joining Raymond James in 2021. Outside of his advisory role, Ellis owns and operates a non-investment educational website and has co-authored a book on American cereal. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior experience includes roles at Morgan Stanley and Florida Financial Advisors, as well as academic positions at Appalachian State University and Lake Norman High School. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation platforms and maintains proprietary strategies alongside access to third-party managers.

Gregory Arthur is a financial advisor at Ameriprise with 31 years of industry experience. He has held positions within Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is a co-owner of a photography business and serves on the strategic planning board of the Fort Mill Church of God. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team.

Samuel Pratt is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Johnathan Shaw is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Wells Fargo Clearing in Charlotte, NC. His prior experience includes roles at Morgan Stanley and extended tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is the sole owner of Cohesive Management Solutions, LLC, a business unrelated to his advisory work. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Thomas Mc Lean is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and JPMorgan Chase Bank. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Edward Bennett Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with LPL Financial since 2011 and concurrently affiliated with Uvest Financial Services Group, Inc. since 2008. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Michael Bird is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Principal Securities Inc. and Principal Life Insurance Company. Outside of his advisory role, he serves as president of Everest Retirement. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various portfolio management strategies and platform arrangements.

Andrew Harding is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 2009 and concurrently affiliated with Bank of America since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies constructed by internal and third-party managers.

Marc Blount is a financial advisor at Fidelity with the designations ChFC® and Series 63, and 25 years of industry experience. He worked at TIAA from 2002 to 2025 before joining Fidelity in 2025. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios of mutual funds, ETFs, and ETPs.