Courtland Stout is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, Truist, and Northwestern Mutual. Outside of finance, he is involved in a family-owned wedding and event planning business, Grace + Honey Events, where he assists with event setup and planning. 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.

Daren Queenan is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at E*TRADE Securities LLC and TIAA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Nathan Kraynack is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds the Series 66 designation and has 16 years of industry experience, having worked with LPL Financial since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of technology and diverse investment options.

John Paul Sullivan is a Senior Financial Advisor with the Biedrycki Sullivan Vaughan Group at Merrill Lynch Wealth Management in Charlotte, North Carolina. He began his career in the financial services industry in 2016 with TIAA and joined the Biedrycki Sullivan Vaughan Group in July 2017. At Merrill Lynch, he works with clients to develop and execute customized financial strategies aimed at achieving both their short- and long-term goals, utilizing the resources of Merrill Lynch and Bank of America. John Paul holds a bachelor's degree from North Carolina State University, where he majored in finance and minored in accounting. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His expertise encompasses family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional role, John Paul is involved in the community through Heart Math Tutoring. He enjoys fishing, football, golfing, hiking, ice hockey, reading, skiing, soccer, table tennis, and spending time with his family.

John Foery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research-based investment strategies, including diversification principles and modern portfolio theory.

Jon Brownfield Sr. is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, he is involved in managing a family farm and a commercial rental property in his local area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Isabella Peterson is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she held roles at Morgan Stanley and James Madison University. Outside of finance, she is a professional women’s lacrosse player competing in the Women’s Lacrosse League and owns a lacrosse training business focused on coaching girls. 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.

Dylan Dobrosky is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and six years of industry experience. He previously worked at UBS and has held various roles at Marquette University and Primary Financial. 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 portfolio programs, and institutional platforms, supporting investment strategies through a combination of proprietary research and third-party subadvisors.

Joshua Goyette is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as an independent contractor providing test preparation assistance for GMAT, GRE, and LSAT candidates. 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 extensive advisor tools and a broad network of investment professionals.

Kristen Wasilewski is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she owns a home-based business called TheGeekyPerler. 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 portfolios, third-party asset management, and institutional platforms.

Allison Grier is a financial advisor with Cetera in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at LPL Financial and Independent Advisor Alliance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in client assets.

Mitchell Pickard is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Equitable Advisors and Stewart Capital Management. Outside of his advisory role, he owns and operates Shock Performance Horses, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Kimberly Eubanks is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at ServiceMac and was a homemaker for 18 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, and supports its advisors with research tools and diversified investment options.

William Bramlet is a financial advisor with LPL Financial in Fort Mill, SC. He holds the Series 66 designation and has one year of industry experience. His prior work experience includes roles outside the financial sector at companies such as FedEx and Frito Lay. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports investment advisers with a wide range of portfolio strategies and operational tools and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Matheus De Souza is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 designations and having one year of industry experience. His prior roles include positions at Fidelity Investments and involvement with several other companies across diverse sectors. He is also associated with Fresh Touch LLC, an outside business activity ongoing since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research-driven investment options.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.

Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Cole Cecconi is a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He works with individuals, families, and business owners to develop personalized financial strategies, focusing on investment planning, retirement planning, wealth management, and long-term financial goals. Cole emphasizes clear communication and thoughtful guidance to assist clients in making confident decisions about their financial future. He began his career with the CBC Group as an intern in 2023 and holds the Personal Investment Advisor (PIA) designation. Cole earned his Bachelor's Degree and Master of Business Administration (MBA) from Rollins College. He leverages his education and experience to provide tailored financial advice aligned with clients' needs and objectives.

Cherie Chen is a financial advisor at LPL Financial with 7 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Ally Invest Advisors, Ally Invest Securities LLC, The Vanguard Group, and the International Rescue Committee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced research tools.

Christopher Dadrat is a CFP® with eight years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include six years at UBS Financial Services and one year at Crown Wealth Strategies. Dadrat attended Elon University before beginning his career in financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers diverse investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.