Jack Butler is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment solutions.

Eric Gonzalez is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. He serves individuals and families in the Carolinas, focusing on delivering personalized advice in retirement planning, portfolio management, tax minimization, retirement income, investment management, and estate planning. Eric leverages the resources of Merrill Lynch and Bank of America to provide comprehensive wealth management strategies aligned with his clients' priorities. He holds a bachelor's degree in financial planning from Winthrop University and has obtained the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Eric is dedicated to helping clients build, preserve, and transfer wealth through education, transparency, and tailored strategies. Outside of his professional pursuits, Eric enjoys fishing, running, and traveling.

Ebony Moore is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2019. She serves on the executive board of the Crestdale Middle School Band and Orchestra Booster in Matthews, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include estate planning and corporate financial planning agreements.

Amy Wlodyka is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. She holds a Series 65 designation and has been involved in managing ANW 4 LLC, a business providing administrative services and referee assignments for local soccer organizations. Outside of finance, she has been active with Charlotte Soccer Academy and Wingate International Soccer Academy since 2008. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various investment strategies and solutions tailored to client objectives across multiple custody platforms.

Janet North is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. She previously worked at Edward Jones from 2018 to 2024 and held roles at Afflink, LLC and The University of Alabama. Outside of her advisory work, she is co-owner of a commercial floor cleaning business that she and her husband plan to acquire. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

John Jacob is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jacob serves on the investment committee for Saint Mark’s Lutheran Church in Charlotte, NC, and participates in the finance committee of the Charlotte Providence Rotary Club. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Mclaughlin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor strategies to client goals.

Cooper Gower is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He joined the firm in 2026 and has prior experience working in retail and service roles, including positions at Lowe's and various car wash businesses. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers a range of advisory and brokerage services tailored to client goals and risk tolerance.

Allison Marsh is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Thomas Cook is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Charlotte, NC. He has one year of experience in the financial services industry, with prior roles at LPL Financial and Sonic Automotive. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, business-owner transition, and niche services such as sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Michael Gould is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as co-trustee of a Spousal Lifetime Access Trust and is a guardian for his sister’s children. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to provide tailored investment solutions.

Ralph Truman Jr. is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as President on the Board of Directors for the East Mecklenburg High School Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Brett Blackwood is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and with five years of industry experience. His prior work includes positions at Sharonview Federal Credit Union and Winthrop University. 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 range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and various third-party resources.

Michael Schmidt is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor with Edward Jones since 2008. He is based in Charlotte, NC and holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is a co-owner of a rental property in Carolina Beach, NC. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diedrich Oglesbee Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advice and services to clients, focusing on wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Diedrich is a graduate of Roanoke College, where he earned a Bachelor's Degree. Details about his specific areas of expertise, experience history, and personal interests are not provided in the available data.

Malcolm Mayer is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Glenda Mcconneghey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and bringing 39 years of industry experience. She has been with Merrill since 2016 and has concurrent work experience at CarMax Inc since 2012. 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, pension plans, corporations, and charitable organizations.

Parker Joe Robinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior roles include positions at UBS, Goldman Sachs, and Guggenheim Securities, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

John Mcauley III is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 15 years with Sterling Capital Management LLC and Sterling Capital Distributors, Inc., where he served as Head of Intermediary Distribution and Marketing and Managing Director. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.