Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

Frank Pizzichillo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Brinker Capital and Assetmark, Inc. He is also part owner of Victory Sport Technologies, LLC, a company that manufactures ball throwing machines for tennis and pickleball. 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, and institutional platforms, supported by a large network of over 22,800 advisors.

Jason Demeo is a ChFC® with 20 years of experience in the financial services industry, currently with LPL Financial since 2022. His prior roles include positions at P.J. Robb Variable Corp., Crump Life Insurance Services, Fidelity Brokerage Services LLC, HSBC Securities, and New York Life-related entities. Outside of his advisory work, he serves as a team coordinator for the Charlotte Independence Soccer Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a variety of financial planning and investment management solutions to individuals, institutions, and retirement plan participants.

Davis Bottemiller is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Fidelity Investments, and Equitable Advisors. 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 research and operational tools.

Kyle Jenkins is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for five years and Grimaldi's for three years. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of customized investment strategies.

Derek Kucharski is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 registrations. He has been with Equitable Advisors since 2025 and has prior experience including roles at New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of investment adviser representatives and third-party managers to deliver tailored advisory solutions across various investment vehicles.

Andrew Holden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has experience in logistics and capital management, as well as roles related to education and swim club management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies driven by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tax-aware strategies and customizable investment restrictions.

Russell Stewart is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Truist Investment Services, Nuveen Asset Management, TIAA-CREF, and New York Life, among other firms. He is also the author of *30 Day Difference: Make It A Habit and Make It Happen*. 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 portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Holly Clark is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following five years at both Bank of America, N.A. and Merrill. Based in Charlotte, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Thomas Wagner is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America and Merrill, and National Life Group. Outside of his advisory career, he has experience working in fitness and food service sectors, including time at Lynn University Fitness Center and Playa Bowls. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Carter Knight is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has experience working at several firms, including Sagepoint Financial Inc and Coda Financial Group. His professional background also includes roles outside the financial industry, such as positions at Target and Greensboro Country Club. 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 services and investment solutions, supported by a large network of investment adviser representatives and advanced operational tools.

Stephanie Mullenax is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 66 credentials and 21 years of industry experience. She has worked at LPL Financial across multiple periods since 2004, as well as at National Planning Holdings and Jackson National Life Distributors. Outside of her advisory role, she serves as a volunteer Guardian Ad Litem with the South Carolina Department of Children's Advocacy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of investment adviser representatives and various institutional platforms.

Tyler Yohn is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience at McDaniel College and Northern York County High School. 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 portfolios, third-party asset management access, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jackson Lathrop is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Co. Outside of his advisory role, he serves as a lead planning analyst for Holistic Planning Support, providing data entry services into planning software for financial planners. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and structured annual planning engagements.

Patrick Murchison is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Charles Schwab and TIAA-CREF. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary investment strategies.

Christopher Ginger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Mutual of America and several logistics companies. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies and operational tools.

Mark Tincher is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent 16 years at TIAA and TIAA-CREF and one year at Morgan Stanley. 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 and access to third-party asset management, with advice delivered primarily through investment adviser representatives utilizing various portfolio strategies.

Nicholas Sarno is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with clients to create customized wealth strategies that align their investments, retirement plans, and legacy goals with their priorities. His approach involves listening carefully to clients to understand what they value most and developing strategies designed to help them pursue their financial goals. His areas of expertise include executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Nicholas utilizes the global investing resources of Merrill, along with access to the credit, lending, and banking services of Bank of America. Nicholas holds a Bachelor's Degree from High Point University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). Outside of his professional work, his personal interests include boating, golfing, hunting, music, and surfing.

Gregory Record is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he joined in 2012. He serves as a Senior Portfolio Advisor, managing discretionary custom investment strategies and selecting from Merrill model portfolios and third-party investment options. His work focuses on developing comprehensive and integrated wealth management approaches for individual and business clients. Greg's expertise encompasses a wide range of wealth management services, including investments, personal and business planning, estate planning, trusts, lending services through Bank of America, executive compensation, and corporate advisory services. He works with clients such as business owners, key executives, professionals, real estate entrepreneurs, and retirees, providing both personal wealth management and corporate advisory solutions. Greg graduated from Roanoke College in 2010 and currently serves on the Charlotte Alumni Committee. He volunteers as President of the Rocky River Trout Unlimited Chapter. Outside of work, he spends time with his family, including his wife Emma, their two sons, Wyatt and Ace, and their yellow lab, Hank. His personal interests include fishing, golfing, running, and skiing.

Hayward Carter is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior experience includes roles at PNC Investments, LLC and The Vanguard Group, Inc. 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, third-party asset management, and institutional platforms.