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.

Kathleen Bryant is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has worked with Raymond James & Associates since 2013, with a brief period of unemployment between 2024 and 2025. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory relationships and discretionary portfolio management, and it is notable for its involvement in public finance and municipal work.

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.

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.

Declan Horan is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at New York Life Insurance Company and The Manor at Silo Falls. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management through its extensive network of Financial Advisors.

Alexander Aucoin is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with three years of industry experience. He has worked at LPL Financial since 2021 and previously was affiliated with LDF Wealth and Louisiana State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing diversified model portfolios and research from multiple sources.

Todd Petersen is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at GWN Securities, Ameritas Investment Corp., and Capital Choice firms, as well as 12 years at Carmax. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and both proprietary and third-party strategies.

Joseph Baumhover is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab & Co., Inc., and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients who meet a net-worth threshold.

Brady Berger is a Senior Financial Advisor for Merrill Lynch Wealth Management, specializing in comprehensive wealth management. He focuses on helping individuals and families build, preserve, and manage their financial futures through thoughtful planning and disciplined portfolio management. Brady's client focus areas include personal retirement planning, portfolio management services, and individual and corporate investment strategies. Since beginning his career in 2019 as a wealth management intern, Brady has developed expertise in financial planning, portfolio management, leadership, and relationship management. He holds a Bachelor's Degree from The Catholic University of America, where he was a four-year starting quarterback and two-year team captain, experiences that shaped his leadership style and strategic mindset. Brady also holds the Personal Investment Advisor (PIA) designation. Originally from Charlotte, Brady is engaged in his community and has participated in a mission trip to Kingston, Jamaica. In his personal time, he enjoys basketball, football, golfing, traveling, and spending time with his family and friends.