Angelika Chen Currlin is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses. She has been with Merrill and Bank of America since 2026. Prior to her advisory role, she worked at Long's Jewelers and Shreve, Crump & Low. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Auer is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client strategies.

Lenora Griffin is a financial advisor with LPL Financial based in Matthews, NC. She holds Series 63 and Series 66 licenses and has 20 years of industry experience. Griffin has been with LPL Financial since 2007 and also works with LPL Enterprise LLC. 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 financial planning and portfolio management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 20 years of industry experience. His prior roles include positions at Cetera Wealth Services, Cambridge Investment Research Advisors, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, including model portfolios and third-party asset management, supported by technology tools and a broad platform of non-advisory financial services.

Christopher Grubb is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked with LPL Financial since 2008 and has been associated with Uvest Investment Services since 1998. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.

Michael Feltz is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2023. His prior experience includes roles at Commonwealth Financial Network, Northwestern Mutual, and Oaktree Financial Advisors Inc. Outside of finance, he has worked in diverse settings including as a DJ and in logistics. 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, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Travis Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network and Edward Jones. Jensen is also the owner of Jensen Complete Wealth, LLC, an advisory and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.

Gabriel Gagliardo is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked in various roles at companies including XPO Logistics and Mecklenburg EMS Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Neil Larson is a CFP® with four years of industry experience, currently affiliated with LPL Financial and Wheeler Associates. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network and spent eight years with Kolar Automotive Group. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kyle Potenski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services in Charlotte, NC. His prior experience includes roles at Bank of America, Merrill, UBS Financial Services, and Empower Advisory Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Karen Jerabek is a CFP®-designated financial advisor with nine years of industry experience, currently affiliated with LPL Financial. She previously worked at Edward Jones and Commonwealth Financial Network and owns Harbor Blue Financial, LLC. 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 broad range of advisory and brokerage services.

Charles Wixson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as work with the University of Georgia and the Office of Senator John McCain. He also has experience in the hospitality sector, having worked at two different pubs. 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 focused on tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Emmons is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 11 years before joining Merrill in 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Mark Rindner is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Charlotte. Since beginning his financial advisory career in July 2015, Mark has served clients as a Sole Practitioner and now as a Senior Financial Advisor. He focuses on managing liquidity, liability, and risk to support families, individuals, and businesses in pursuing their long-term financial goals based on their specific needs and risk tolerance. His client expertise areas include divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, socially responsible investing, tax minimization, and retirement income. Mark holds a Bachelor of Science in Mechanical Engineering Technology from the State University of New York at Farmingdale, an Associate's Degree from New York City College of Technology, and a High School Diploma from The Beekman School. He has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his career in financial advising, Mark worked as a mechanical inspector focused on fire safety and life safety in New York City schools. Mark and his wife Stephanie live in Ballantyne with their daughter Samantha. Outside of work, he enjoys biking, billiards, boating, cooking, scuba diving, skiing, swimming, traveling, and spending time with family. He is also actively involved in community events, including school reading and math programs, reflecting his commitment to serving and supporting the communities in which he works and lives.

Matthew Eberwein is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at achieving their financial goals. His role involves guiding clients through various financial planning needs, including retirement planning, investment management, and navigating significant life changes. Matthew began his career at Fidelity Investments in 2022 and has held multiple positions within the company, progressing from Workplace Planning Associate to his current role as Financial Consultant. This progression reflects his experience in workplace planning and client consulting within the financial services industry.

R Stikeleather is a Wealth Management Advisor with Merrill Lynch Wealth Management and has been with Bank of America since 2000. He transitioned to financial services after a ten-year career in law enforcement and has accumulated over twenty-four years of experience in the financial industry. His role focuses on developing individualized financial strategies that address comprehensive financial well-being, including asset allocation, education funding, retirement savings, insurance analysis, debt management, and leveraging banking resources to simplify clients' financial lives. Stikeleather completed both his undergraduate and graduate studies at the University of North Carolina at Charlotte and previously attended the United States Air Force Academy. He holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), and others. His expertise emphasizes working with affluent clients to align portfolio management with their risk tolerance and financial objectives through access to Merrill's Investment Advisory Program. He resides in the greater Charlotte area with his wife, and they have three adult children and three grandchildren. Stikeleather is involved with professional organizations such as Back Creek ARP Church, Bonclarken Conference Center, and the University of North Carolina at Charlotte Athletic Foundation. His community involvement includes work with Forgotten Children Ministries in Honduras. Personal interests include adventure sports, golfing, scuba diving, skydiving, spending time with family, tennis, and yoga.

Nicholas Mason is a CFP®-certified financial advisor with 11 years of industry experience, currently serving clients at Edward Jones since 2014. Based in Charlotte, NC, he holds the Series 66 license and has spent his entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory solutions, including discretionary and nondiscretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacklyn Hernandez Moran is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her work history includes multiple roles at Charles Schwab and Fidelity Brokerage Services. Outside of her advisory work, she is involved as a consultant promoting clean wellness products through Arbonne. Charles Schwab serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Mark Manetta is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 65 designation and 18 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and National Planning Corporation for nine years. He has also been associated with Iannuzzi Manetta & Co., Inc. since 1988. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions supported by various proprietary and third-party resources.

Drue Garrison is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently affiliated with Mass Mutual Investors Services in Charlotte, NC. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2001. Outside of his advisory role, he is involved in individual life insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as collaborative annual relationships.