Jonathan Huggins is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including TIAA-CREF and State Employees' Credit Union prior to joining Robert Baird & Co. in 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research including artificial intelligence tools in delivering advisory services.

Vanessa Striegel is a financial advisor at LPL Enterprise with 11 years of industry experience and holds the Series 66 designation. She worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Enterprise in 2024. Outside of her advisory role, she owns a pet and home care business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment approaches and offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Christopher Baker is a financial advisor with LPL Financial and holds the CFP® designation and Series 63 license. He has 34 years of industry experience, including roles at Commonwealth Financial Network, Transamerica Financial Advisors, and as co-owner, CEO, and treasurer of Oaktree Financial Advisors, which provides securities, advisory, insurance, and tax preparation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions through a large network of investment adviser representatives.

Elliott Hill Jennings is a CFP® certificant with nine years of experience in the financial industry. He has worked at LPL Financial since 2019 and previously spent three years at The Vanguard Group, Inc. Jennings is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, employing a variety of investment strategies supported by technology and a large network of advisors.

Aaron Hausman is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at Stout Asset Management, Commonwealth Financial Network, and various positions outside finance, including Prime Therapeutics and Ragnar Events. 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, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and advanced operational tools.

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 Series 66-licensed financial advisor with 21 years of industry experience, currently with LPL Financial since 2021. She previously worked at Wells Fargo Clearing from 2016 to 2021. In addition to her advisory role, she has outside employment with Benham Builders Inc and Carolina Country Acres LLC, which operates Horse Show Leases LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Gordon Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Edward Jones for 16 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

Maurilio Ballines is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Wells Fargo, Lowe's Companies Inc, and UNC Charlotte. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Bryan Hickel is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His career includes roles at Commonwealth Financial Network, Bank of America, Merrill, Castle Pines Investment Management, and Wells Fargo Investments. He also operates Bryan Hickel Investment Management. 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.

Angel Roseboro is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 65 and Series 63 licenses and 18 years of industry experience. Prior to joining LPL in 2026, Angel worked at Wells Fargo Clearing for nine years. Outside of financial advising, Angel owns a small business called Eyez Creations, focused on DIY projects, mask making, and t-shirt design, and also works as a designer for Pottery Barn. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kathleen Bryant is a Series 66-licensed financial advisor with Raymond James & Associates in Matthews, NC, bringing 18 years of industry experience. She has worked with Raymond James & Associates since 2013, including her current tenure beginning in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Suddreth is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Morgan Stanley in Charlotte, NC, and has held positions with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Wachovia Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process with firm-approved tools and market modeling techniques.

Edwin Richardson is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 designation and has worked previously at HD Vest Insurance Agency and H.D. Vest Advisory Services. Besides his advisory role, he owns a consulting firm offering tax preparation and accounting services and serves as an executor in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a national network of over 22,800 advisors.

Andrea Clark is a Series 66-registered financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at various J.P. Morgan entities since 2023 and previously held positions at Brown University and Food Lion LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a model that combines quantitative and qualitative research for customized asset allocation advice and investment manager selection.

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.

Jason Woloszyn is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previous experience at firms including Commonwealth Financial Network, Fisher Investments, Fidelity, and Wells Fargo Clearing. Woloszyn is based in Fort Mill, South Carolina. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Patricia Wilfong is a financial advisor with Morgan Stanley Wealth Management in Charlotte, NC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has previously worked at Wells Fargo and Wells Fargo Clearing in various roles from 2013 to 2025. Outside of her advisory work, Wilfong is involved in a retail business, Vow & Veil, based in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

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.