Robert Ford is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Merrill, Banc of America Investment Services, and Stephens. Outside of his advisory work, he is a partner in a timber land management LLC and has involvement in property management through a real estate holding company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Allen Stafford Jr. is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jonathan Huggins is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including TIAA-CREF and State Employees' Credit Union prior to joining Robert Baird & Co. in 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research including artificial intelligence tools in delivering advisory services.

Daniella Diquez is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Florida International University and Argos Nautic Manufacturing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Donna Fitzer is a Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2021. She previously worked at Wells Fargo Clearing from 2016 to 2021. In addition to her advisory role, she has outside employment with Benham Builders Inc and Carolina Country Acres LLC, which operates Horse Show Leases LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Gordon Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Edward Jones for 16 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

Kathleen Bryant is a Series 66-licensed financial advisor with Raymond James & Associates in Matthews, NC, bringing 18 years of industry experience. She has worked with Raymond James & Associates since 2013, including her current tenure beginning in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Suddreth is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Morgan Stanley in Charlotte, NC, and has held positions with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Wachovia Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process with firm-approved tools and market modeling techniques.

Edwin Richardson is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 designation and has worked previously at HD Vest Insurance Agency and H.D. Vest Advisory Services. Besides his advisory role, he owns a consulting firm offering tax preparation and accounting services and serves as an executor in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a national network of over 22,800 advisors.

Andrea Clark is a Series 66-registered financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at various J.P. Morgan entities since 2023 and previously held positions at Brown University and Food Lion LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a model that combines quantitative and qualitative research for customized asset allocation advice and investment manager selection.

Zachary Wagner is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2010. Based in Charlotte, NC, he is part of a large institutional firm with a nationwide presence. Edward Jones serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors.

Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

Patricia Wilfong is a financial advisor with Morgan Stanley Wealth Management in Charlotte, NC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has previously worked at Wells Fargo and Wells Fargo Clearing in various roles from 2013 to 2025. Outside of her advisory work, Wilfong is involved in a retail business, Vow & Veil, based in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Maria Saldarriaga is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Preferred Merchant Services. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

Dyllan Kirkpatrick is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Innovative Mounts, and Eye Physicians of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Campbell Jenkins III is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keane Capital Partners and Robert W. Baird. Jenkins serves as secretary of the board and is on the finance committee for the Myers Park High School Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises high-net-worth individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a combination of in-house and third-party managers.

Declan Horan is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at New York Life Insurance Company and The Manor at Silo Falls. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management through its extensive network of Financial Advisors.

Alexander Aucoin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisiana State University and educational institutions such as Sequitur Classical Academy and Parkview Baptist School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Todd Petersen is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including prior roles at Gwn Securities, Ameritas Investment Corp., and Capital Choice Investment Advisers. Outside of his advisory work, he is involved with SmartPro Financial as an Investment Adviser Representative. Cambridge Investment Research Advisors serves a diverse clientele of individual and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Joseph Baumhover is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Charles Schwab & Co., Inc. and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to client needs, using proprietary research and tools, with optional implementation through its brokerage or advisory programs.