Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group and Kreischer Miller. He has worked in financial services and related roles since 2017. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Riley Blackmer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, Riley worked at Bank of America-Merrill Lynch and has been involved with the Isabella Santos Foundation. Riley’s background also includes roles at Ballantyne Country Club and North Carolina State University. 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 individuals, high-net-worth clients, and institutional investors.

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.

Jimmy Taylor is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Forefront Capital and THE Vanguard Group, Inc. Outside of his advisory work, he is a co-owner of a home-based business unrelated to investments. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Adam Leach is a financial advisor at Raymond James Financial with 19 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 and has been associated with Cygnus Asset Management since 2023. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Jeremy Brown is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, following two years at Caci. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erika Cross is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She previously worked at E*Trade Securities LLC and Montessori at Vickery. Outside of her advisory role, she is involved in coaching at Charlotte Latin School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jason Shepherd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, N.A., Mr Cooper, Santander Consumer USA, Currency Capital, and Bridgecrest. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Briana Campion is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She is part of The Beanland Group, where she works with individuals, families, and business owners to assist with retirement planning, legacy creation, and managing complex financial situations. Briana focuses on creating customized investment plans tailored to each client's needs, emphasizing personalized service and ongoing attention. She holds the CERTIFIED FINANCIAL PLANNER® certification and has completed her master's degree in Trust and Wealth Management from Campbell University's Lundy-Fetterman School of Business, graduating summa cum laude. Briana also earned her bachelor's degree from the University of North Carolina at Chapel Hill. Her professional credentials include Series 7 & 66 FINRA registrations and an NC Life, Health & Accident insurance license. Outside of her professional duties, Briana enjoys activities such as boating, reading, skiing, tennis, traveling, writing, and spending time with her family. She is also involved in the Women's Giving Network of Wake County.

Michael Weaver is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining UBS, he was involved with the Preservation Society of Newport County and has experience in various educational and club organizations. 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 and proprietary research to tailor plans based on clients’ goals and risk tolerances.

Steven Carver is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Northern Lights Distributors, LLC and Donoghue Forlines, LLC from 2018 to 2023, and at Mass Mutual Investors Services from 2016 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Brian Moldenhauer is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2005. Based in Charlotte, NC, he has spent over 15 years at Ameriprise Financial Services, Inc. prior to his current role. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory processes through a centralized consulting team to deliver tailored, non-discretionary recommendations.

Josh Garbert is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Garbert is involved in family entertainment through the organization and administration of Carolina Scale Racing Sports, LLC. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm delivers these services through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Elizabeth Feagans is a Financial Advisor with Merrill Lynch Wealth Management, joining the firm and the Nuttycombe Wealth Management Group in 2022. She focuses on wealth planning and relationship building, offering expertise in areas including family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Her approach incorporates personalized plans tailored to clients' unique goals and priorities. Before transitioning to financial advising, Elizabeth spent eight years practicing law as an attorney. This background, combined with her financial services industry licensing and training, has equipped her to serve her clients effectively in managing and planning their wealth. Her client focus includes supporting personal retirement planning, small business strategies, managing new wealth, and addressing the financial needs of women. Elizabeth earned a Bachelor's Degree from Christopher Newport University and a Juris Doctorate Degree from Charlotte School of Law. Originally from Newport News, Virginia, she now resides in Charlotte, North Carolina. Outside of work, she enjoys spending time with her husband, Andrew, and their sons, Bronx and Hudson, as well as engaging in activities such as baseball, football, hiking, skiing, swimming, interior decorating, music, traveling, and watching movies.