Patricia Wilfong is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. She previously worked at Wells Fargo and Wells Fargo Clearing from 2013 to 2025. Wilfong is a sole proprietor of Vow & Veil, a retail and online store based in Waxhaw, North Carolina. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

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 a Series 66 designation and has worked at RBC Capital Markets since 2019. Prior to this, he was employed at Raymond James Financial Services for two years and has experience in healthcare and business settings. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs combining discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, with investment strategies tailored to each client’s Advisory Risk Profile.

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 at LPL Financial in Charlotte, NC, holding a Series 66 designation with three years of industry experience. He has worked at LPL Financial since 2021 and previously was affiliated with LDF Wealth and Louisiana State University. 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 brokerage services, utilizing diversified model portfolios and research from multiple sources.

Todd Petersen is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at GWN Securities, Ameritas Investment Corp., and Capital Choice firms, as well as 12 years at Carmax. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Joseph Baumhover is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab & Co., Inc., and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients who meet a net-worth threshold.

Brady Berger is a Senior Financial Advisor for Merrill Lynch Wealth Management, specializing in comprehensive wealth management. He focuses on helping individuals and families build, preserve, and manage their financial futures through thoughtful planning and disciplined portfolio management. Brady's client focus areas include personal retirement planning, portfolio management services, and individual and corporate investment strategies. Since beginning his career in 2019 as a wealth management intern, Brady has developed expertise in financial planning, portfolio management, leadership, and relationship management. He holds a Bachelor's Degree from The Catholic University of America, where he was a four-year starting quarterback and two-year team captain, experiences that shaped his leadership style and strategic mindset. Brady also holds the Personal Investment Advisor (PIA) designation. Originally from Charlotte, Brady is engaged in his community and has participated in a mission trip to Kingston, Jamaica. In his personal time, he enjoys basketball, football, golfing, traveling, and spending time with his family and friends.

Scott Biedrycki is a financial advisor at Merrill with 43 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Merrill since 2007 and Bank of America, N.A. since 2009. 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.

Kevin Lewis is a financial advisor with LPL Financial in Charlotte, NC, holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Edward Jones for 11 years before joining LPL Financial in 2025. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Lisa Hanline is a financial advisor at Raymond James Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Hanline has been with Raymond James since 2009 and also operates Lisa Martin & Associates, Inc., a business entity used for securities-related tax and payroll purposes. 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 emphasizes non-discretionary planning tailored to client goals and incorporates advanced analytical tools and technology in its advisory services.

Jack Quist is a financial advisor with MassMutual Investors Services holding a Series 66 credential. He began his financial services career in 2023 with Wells Fargo and has been with MassMutual and its subsidiary since 2024. Outside of advising, he is involved with Go Big Red Management LLC as an investment analyst focused on real estate opportunities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs a collaborative, annual planning process using firm-approved analytical tools and provides various event-driven planning programs.

Jake Long is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RealtySouth and experience at the University of Alabama and Spain Park High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Susan Shoe is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2018. Outside of her advisory role, she is Vice President of Shoe Private Wealth Advisors, a wealth management and consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports specialized municipal and public-finance services.

Hetal Sethi is a Financial Advisor at the Merrill Lynch Wealth Management Office in Charlotte, North Carolina. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and brings over 14 years of experience in financial and wealth management. At Merrill Lynch, she works closely with clients to simplify wealth management and help them meet and exceed their financial goals. Her areas of focus include legacy planning, personal retirement planning, small business strategies, and women and wealth. Hetal holds a Bachelor's Degree from the University of South Carolina, Columbia, and is fluent in English, Gujarati, and Hindi. Outside of her professional work, Hetal is involved with several community organizations, including Autism Strong Foundation, Common Heart, Nourish Up, and Young Man's Service League. In her personal time, she enjoys cooking, golfing, reading, traveling, practicing yoga, and spending time with her family.

Francis Moise III is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at TPC Piper Glen and had various roles in education and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for implementation.

Gianni Abballe is a CFP® certified financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates in its financial planning process.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Riann Barlow is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, Riann worked for six years at Matthews Presbyterian Church Child Development Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.