Angela Barnhart is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Nicholas De Camillo is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, including a prior role with Morgan Stanley Services Group, Inc. He also has experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Samantha Goodman is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at Robert W Baird and UBS Financial Services Inc. prior to her current role. Her background includes employment in the restaurant industry and a four-year period at the University of Colorado Boulder. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Dylan Hales is a Certified Financial Planner (CFP®) with 10 years of industry experience, all of which has been with Edward Jones since 2016. He holds the Series 66 designation and is based in Monroe, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Badalamenti is a Financial Advisor with The CBC Group and has been active in the financial services industry since 2012. He currently serves clients in the areas of education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Mark joined Merrill Lynch Wealth Management in the Ballantyne office after relocating to Charlotte in 2014, following a tenure with Morgan Stanley in Chicago. Mark graduated from Miami University with bachelor's degrees in Political Science and Business Management. He holds the designation of Personal Investment Advisor (PIA). Raised in Scotch Plains, New Jersey, he graduated from the Wardlaw–Hartridge School in 2008. Outside of his professional work, Mark enjoys adventuring with his family, playing golf, and spending time at the lake. He lives in Matthews with his wife Michele and their two children.

Barbara Huffman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Vishesh Verma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at JPMorgan Chase Bank, NJOY, Truist Securities, and SunTrust Banks, as well as academic positions at Duke University and the Fuqua School of Business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

April Mccarthy is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works as a consultant and independent contractor for Aloette, a company that sells skin care and makeup products through social media and in-person events. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kyle Bryant is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with nine years of industry experience. He has been with Bank of America and Merrill since 2013 and 2016 respectively. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Joseph Smithers is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, Smithers is active as a personal trainer and fitness coach with Anytime Fitness and ISI Elite Training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of advisors and branch offices.

Benjamin Kurtz is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial strategies aimed at helping them efficiently achieve their financial goals. He emphasizes transparent communication and detail-oriented planning to ensure clients are well-informed and confident in their financial decisions. He has held several roles within Fidelity Investments since 2020, including Relationship Manager, Retirement Brokerage Services Associate, and Financial Services Associate. This progression reflects his growing experience and expertise in investment consulting and client relationship management. Outside of his professional work, Benjamin has personal interests that include comedy, fitness, hiking, music, and spending time with pets.

Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

Stephen Dotson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as president of Ballantyne Business Connections, a local networking group, and is a committee member for the Town of Indian Trail Parks, Art, Recreation and Culture, where he participates in promoting community activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 51 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously spent seven years at Cetera Advisor Networks LLC. He is also the owner of Kapital Accumulation Concepts, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jason Powers is Vice President, Financial Consultant at Fidelity Investments, bringing 20 years of experience in the financial services industry. He develops personalized financial strategies tailored to clients' goals, values, and priorities. Jason's mission is to reduce financial anxiety, increase peace of mind, and provide thoughtful guidance through every stage of life. His career at Fidelity Investments includes roles as Vice President, Financial Consultant since 2025, Financial Consultant from 2023 to 2025, Investment Consultant from 2022 to 2023, and Investment Management Consultant from 2021 to 2022. Prior to Fidelity, Jason held positions such as Business Development Manager at Santander from 2018 to 2020, Financial Solutions Advisor at Merrill Edge from 2014 to 2017, and Wealth Management Advisor at TIAA from 2006 to 2013. Outside of his professional work, Jason's personal interests include the beach, fitness, golf, pets, and traveling.

John Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advising, he is involved in several business ventures including Carolina Title Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools for research and operations.

Drew Crawford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving executives and business owners, focusing on reducing tax burdens, managing compensation plans, and preparing clients for major life events such as selling a business or retirement. His consultative approach is rooted in his experience leading a management consulting team at PricewaterhouseCoopers, where he helped executives at Fortune 500 companies identify and resolve inefficiencies. Drew holds a Bachelor's and Master's degree, including an MBA, from Saint Bonaventure University. He has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He advises clients on executive compensation plans, corporate benefits, concentrated stock strategies, and restricted stock and stock options. Outside of his professional work, Drew continues to compete in tennis and is involved in his community through organizations such as Junior Achievement and Entrepreneur's Organization. He lives in Charlotte with his wife Holly and their children Brynn and Colin.

Rickey Degangi is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. 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 offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

John Stanford is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Uvest Financial Services Group, J. W. Cole Advisors, and A. G. Edwards & Sons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations.

Kara Lamar is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity Investments since 2015, progressing through positions including Planning Consultant, Relationship Manager, Financial Representative, and other specialized roles in brokerage operations and account services. Her professional experience spans various aspects of financial consulting and client relationship management. Kara's approach to financial planning involves understanding the client's personal and family aspirations and values to develop customized wealth strategies. Outside of her professional role, Kara's personal interests include fitness, enjoying food, attending social events with friends, spending time at the lake, music, and traveling.