Julie Ann Isbey is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Her work history includes multiple roles at UBS Financial Services and Merrill. Prior to her advisory career, she was involved with the University of North Carolina at Charlotte and Rocky River Coffee Co. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services through a network of financial advisors utilizing proprietary research and model-based asset allocation.

Bradley Turner Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2004 and was previously associated with Axa Advisors during the same period. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing multiple program sponsors and third-party tools to tailor advisory services.

Harrison Holmes is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2024 and previously held roles at Bank of America, Pruco Securities LLC, and State Farm. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Henderson is a financial advisor with Merrill, holding a Series 66 designation and based in Indian Land, SC. He has been with Merrill since 2021 and also has prior experience at Bank of America, N.A. beginning in 2025. Before his career in finance, he worked at Central Piedmont Community College and Rocky Mountain Chocolate Factory. 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 and profit-sharing plans, corporations, and charitable organizations.

Gregg Nelsen is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2025 and also operates Nelsen Financial, which he has been involved with since 2002. Gregg has experience with Cadaret, Grant & Co., Inc. dating back to 1995. In addition to advisory work, he is involved in insurance sales, focusing on life, long-term care, disability, and fixed annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a variety of advisory and brokerage services through a national network and offers both discretionary and non-discretionary portfolio management supported by research and technology.

Grady Howard is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a director for the Charlotte Kiwanis Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and tailored investment strategies.

Madeline Hamel is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. She previously worked at McGriff Insurance and has a background that includes roles in education and at Anne Springs Close Greenway. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans while offering institutional trading capabilities alongside wealth management.

Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Winthrop University, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources along with various management and technology-enabled investment solutions.

John Poor is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He worked at Merrill from 2003 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Keith Kerber is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Robert W. Baird and involvement with The Reserve at Lake Keowee, The Walker Course, and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Christopher Barton is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Allstate Insurance Company, and Bank of America. Outside the financial industry, he is an owner and partner of All Set Ventures LLC, a business involved in wholesale and brokerage of boats, powersports, and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of financial planning and portfolio management services supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Anna Miller is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2002. Prior to her current role, she was employed at Bank of America N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Wesley Winston is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to joining LPL Financial, he was associated with Florida Financial Advisors DBA Tristate Financial Advisors and has work experience at Ametek, Coastal Carolina, and the University of Coastal Carolina. 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, supported by research and model portfolios.

Dwayne Deatherage is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners, Raymond James Financial Services Advisors Inc., and Bank of North Carolina, among other firms. Outside of his advisory role, he is employed as an investment advisor at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance capabilities.

Brandon Hertzberg is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at The Cape Cod Five Cents Savings Bank and Ames Financial Services, as well as experience during his time at The University of Tampa. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management.

Trevor Gebhart is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of professional experience. His prior roles include positions at PepsiCo, Europa Sports Products, and Crisp, as well as entrepreneurial activities with his own venture, Hut Appeal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Szudzik is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years before joining LPL Financial in 2022. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Parker Stockmoe is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining UBS in 2026, he worked at Equitable Advisors for three years. He has experience in the food service sector, including a role at Fresco Salad and Grain Bowls. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Thomas Olsen Jr. is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing customized planning strategies for affluent families, senior executives, business owners, and multigenerational households. His work involves simplifying complex financial decisions and coordinating strategies related to wealth management, retirement planning, executive compensation, business succession planning, and trust and estate planning considerations. Thomas is a CERTIFIED FINANCIAL PLANNER® professional and holds several additional designations including Accredited Asset Management Specialist, Accredited Portfolio Management Advisor, Accredited Wealth Management Advisor, Certified Exit Planning Advisor, Chartered Retirement Planning Counselor, Personal Investment Advisor, and Sports & Entertainment Accredited Wealth Management Advisor. Born and raised in Charlotte, North Carolina, he graduated from Charlotte Catholic High School and earned degrees in Economics & Finance and Sustainable Business & Community Development from Catawba College. During college, he was involved in campus leadership and athletics. He serves on the Catawba College Alumni Board of Directors and is dedicated to leadership and mentorship. Outside of work, Thomas enjoys spending time with his family and follows soccer, football, and hockey.