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.

Jennifer Griffin is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 license and 24 years of industry experience. She has been with LPL Financial since 2017 and was previously affiliated with Independent Advisor Alliance, LLC. In addition to her advisory work, she is a commissioned notary and has administrative involvement with Independent Advisor Alliance and CG Turf Management LLC. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from both internal and third-party sources.

Jonathan Huggins is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Tiaa, TIAA-CREF, State Employees' Credit Union, and Reliance First Capital. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers and a range of investment strategies from traditional to non-traditional allocations.

Vanessa Striegel is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Cambridge Investment Research, Inc. In addition to her advisory role, she owns a pet and home care business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform combining advisory and brokerage services.

Elliott Hill Jennings is a CFP® credentialed financial advisor with nine years of industry experience. He has worked at LPL Financial since 2019 and previously held roles at The Vanguard Group and Wells Fargo. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

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 financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in non-investment activities with Benham Builders Inc. and Carolina Country Acres LLC dba Horse Show Leases LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from LPL Research and third-party subadvisors.

Gordon Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Edward Jones for 16 years before joining Raymond James Financial Services Advisors in 2026. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and supports clients with municipal and public finance capabilities as part of its broader institutional solutions.

Maurilio Ballines is a financial advisor with LPL Financial, holding a Series 66 designation. He has five years of industry experience, including prior roles at Wells Fargo and Lowe's Companies Inc., and spent three years at UNC Charlotte. Maurilio is based in Fort Mill, SC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Angel Roseboro is a financial advisor at LPL Financial with credentials including Series 63 and Series 65 licenses. Roseboro has over 15 years of industry experience, previously working at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, Roseboro is a mobile notary public in Mecklenburg, NC, and owns a small business called Eyez Creations that focuses on DIY projects, mask making, and T-shirt design. Additionally, Roseboro works as a designer at Pottery Barn. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Suddreth is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Washington, DC, having worked previously at Wells Fargo Clearing and Wachovia Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm employs a structured planning process using approved tools and analytic methods, managing approximately $2.74 trillion in client assets.

Edwin Richardson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining LPL Financial in 2019, he worked for over two decades at H.D. Vest Advisory Services and related entities. In addition to his advisory role, he is a certified public accountant and owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary management options supported by research and various portfolio strategies.

Andrea Clark is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Private Bank, and worked at Brown University’s Curricular Resource Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

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 with RBC Capital Markets in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has worked at RBC Capital Markets since 2019 and previously held roles at Raymond James Financial Services, Innovative Mounts, Memorial Hospital West, and Eye Physicians of Florida. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party 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.