Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior firms include Securities America Advisors, Mass Mutual Investors Services, and TCA Financial Group. Outside of advising, he works as a background actor and serves as an international visitor liaison. 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, model portfolios, and institutional platforms, with advice delivered by investment adviser representatives who may use proprietary research and third-party strategies.

Kyle Shanaberger is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2017, following a year at PNC Investments. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

David Teague is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he holds a 20% ownership in a family real estate business, Happy's Way, LLC, where he manages properties and negotiates sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and a combination of in-house and third-party investment managers.

Bruce Bevins II is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Inc. and Wells Fargo Clearing. Outside of his advisory work, he is the CEO and owner of Bdubz Clubs LLC, a golf equipment repair and fitting business in Matthews, NC. 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 portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various investment strategies and operational tools.

Peter Levinson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The L/A Wealth Management Group, which coordinates the financial affairs of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Peter and his team focus on personalized wealth management, emphasizing clients' life priorities, investment personalities, and financial situations to help achieve specific financial objectives. With 30 years of experience, Peter specializes in family wealth management strategies, institutional investment consulting, and services for defined benefit and contribution plans. He holds a Bachelor's degree from Duke University and a Juris Doctor from the University of South Carolina School of Law. Additionally, he has earned professional designations including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is active in community involvement, having served on boards of non-profit organizations such as Temple Israel, Temple Beth El, The Levine Jewish Community Center, and the 24 Foundation. He has also been Vice Chair of North Carolina Hillel. In his personal time, Peter enjoys cycling, playing golf and guitar, skiing, cooking, spending time with his family, and traveling.

Robert Ford is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Merrill, Banc of America Investment Services, and Stephens. Outside of his advisory work, he is a partner in a timber land management LLC and has involvement in property management through a real estate holding company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Peterson is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 7 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory work, he is a co-owner and designer for a clothing business. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Owens is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. His prior roles include a decade at Edward Jones and positions at Commonwealth Financial Network and Coastline Complete Wealth. He owns Sandlapper Wealth Advisory LLC, a private entity facilitating securities, advisory, and insurance business. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Allen Stafford Jr. is a financial advisor at Morgan Stanley with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jennifer Griffin is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. She has worked with LPL Financial since 2017 and previously spent eight years at Cetera Wealth Services, LLC. Outside of her advisory role, she serves as a notary and is involved with Independent Advisor Alliance, an independent investment advisory firm. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a large network of investment adviser representatives with a range of discretionary and non-discretionary investment strategies.

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.