Jackson Zagursky is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Power Home Remodeling Group and has a background that includes roles at various firms and organizations. 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 financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Paul Hurlburt is a financial advisor at LPL Financial with a Series 65 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Wells Fargo Investment Institute from 2019 to 2023 and Wells Fargo Wealth & Investment Management from 2015 to 2019. He is based in Fort Mill, SC. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Melissa Saleeby is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis through a centralized consulting team to deliver tailored, non-discretionary advice.

Paul Day is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. Prior to joining LPL Financial in 2021, he was managing member of DNP&P Group, LLC from 2019 to 2021 and worked for Waddell & Reed, Inc. as well as various insurance carriers from 2011 to 2021. His background includes roles in insurance sales and investment-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Mordenti is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Raymond James affiliates since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans.

Christopher Bauer is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at Merrill since 2017 and previously held positions at Santander Securities LLC and Flushing Bank. Outside of his advisory role, he serves as power of attorney for an unrelated entity headquartered in Cincinnati, Ohio. 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 broad range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm integrates its investment services within Bank of America’s platform, providing access to a diverse set of products and services.

Angelika Chen Currlin is a financial advisor at Merrill in Charlotte, NC, with Series 63 and Series 66 credentials. She has one year of industry experience, having previously worked at Long's Jewelers and Shreve, Crump & Low. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Peter Auer is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Ellicottville Brewing Company, IES Abroad, and Saint Joseph's University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and access to alternative products.

Lenora Griffin is a financial advisor with LPL Financial in Matthews, NC, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with LPL Financial since 2007 and also works with LPL Enterprise LLC since 2026. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Benjamin Richey is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies and providing access to research and model portfolios.

Christopher Grubb is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, 65, and 66 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2008 and has also been with Uvest Investment Services since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 supported by in-house and third-party research.

Gabriel Gagliardo is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles across several industries including logistics, emergency medical services, and retail. 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, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

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.

William Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at W&S Life and W&S Brokerage, as well as experience outside the financial sector at Fastenal and Lincoln County EMS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of representatives, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 10 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. for 11 years. He is based in Charlotte, NC. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with the broader Bank of America platform.

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.