Kimberly Bivens is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at Carolina Asphalt for six years. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a largely non-discretionary advisory approach and maintains capabilities in public finance and municipal work.

Ryan Lindberg is a financial advisor at Merrill in Charlotte, NC, with seven years of industry experience. He holds his Series 63 and Series 66 designations. His prior roles include positions at Bank of America, The Vanguard Group, Linden Thomas and Company Securities LLC, and Trillium Trading, LLC. Outside of finance, he has experience with Noble Coffee Roasters. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries.

Tracy Gates is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2018, with prior roles at Johnson Bank and INVEST Financial Corp. Robert W. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and various investment strategies.

David Peay is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history with CarMax, FedEx Express, and Synchrony Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

William Sullivan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. He has held positions at J.P. Morgan Securities and JPMorgan Chase Bank since 2022, with prior experience at Purshe Kaplan Sterling Investments and 49 Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Scott Brooks is a Series 66-licensed financial advisor with over a year of industry experience. He is currently affiliated with LPL Enterprise and Tucker Advisors and has prior experience at Wells Fargo and PRUCO Securities. Brooks is also the owner of Brooks and Associates LLC, an investment-related business. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance products through an integrated platform.

Danny Lopez is a Series 66-licensed financial advisor with 15 years of industry experience, currently working at Merrill since 2019. His prior roles include positions at Wells Fargo Clearing and Bank of America, N.A. He is based in Charlotte, NC. Merrill provides managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Chad Ary is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., and OSAIC. Outside of advising, he works as an international visitor liaison and has been a background actor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a variety of advisory and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Kyle Shanaberger is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2017, following a year at PNC Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

David Teague is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he holds a 20% ownership in a family real estate business, Happy's Way, LLC, where he manages properties and negotiates sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and a combination of in-house and third-party investment managers.

Bruce Bevins II is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Ameriprise Financial Services, Inc. Additionally, he is the owner and CEO of Bdubz Clubs LLC, a golf equipment repair and fitting business. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options.

Peter Levinson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The L/A Wealth Management Group, which coordinates the financial affairs of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Peter and his team focus on personalized wealth management, emphasizing clients' life priorities, investment personalities, and financial situations to help achieve specific financial objectives. With 30 years of experience, Peter specializes in family wealth management strategies, institutional investment consulting, and services for defined benefit and contribution plans. He holds a Bachelor's degree from Duke University and a Juris Doctor from the University of South Carolina School of Law. Additionally, he has earned professional designations including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is active in community involvement, having served on boards of non-profit organizations such as Temple Israel, Temple Beth El, The Levine Jewish Community Center, and the 24 Foundation. He has also been Vice Chair of North Carolina Hillel. In his personal time, Peter enjoys cycling, playing golf and guitar, skiing, cooking, spending time with his family, and traveling.

Robert Ford is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he is involved in timber land management through a family partnership. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy preparation, performance reporting, and participant education, with a notable inclusion of insurance-related and bank deposit sweep options in their investment menus.

Jeremy Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2013. Outside of advising, he is a co-owner and designer for a clothing business. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

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.