Matthew Abbott is a financial advisor at Merrill Lynch Wealth Management, where he joined in July 2023. He began his wealth management career in 2014 at a major insurance and investments broker dealer. Since 2019, he has been a CERTIFIED FINANCIAL PLANNER™ professional, providing clients with comprehensive wealth management and financial strategies focused on holistic wealth planning and tax efficiency. Matthew's expertise encompasses a broad range of financial areas including retirement planning, college education planning, employee benefits, business planning, investment allocations, risk management, and estate planning. He serves a diverse client base including bankers, attorneys, sales professionals, and small business owners, partnering with a team of firm specialists to address various wealth planning needs. Through his affiliation with Bank of America, his clients have access to integrated banking and wealth management services. Originally from Charlotte, North Carolina, Matthew graduated from North Carolina State University in 2015 with a bachelor's degree in business administration. He is involved in community organizations such as Samaritans Feet and is a member of several professional groups including the Charlotte Econ Club and NC State Alumni Association. Matthew attends Myers Park United Methodist Church and engages in activities such as golf, fishing, attending sporting events, and Bible study.

Taylor Flanagan is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Charles Beatty, in addition to prior experience outside the financial sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering comprehensive goal-based planning across various financial topics without discretionary portfolio management.

Janelle Garcia is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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.

Allan Smith is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network for 13 years. 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, and institutional platforms, supported by a wide network of investment adviser representatives.

Shauna Blake is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2015 and previously spent eight years at Morgan Stanley in various roles. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Ankush De is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock Investments LLC and BlackRock from 2019 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Mark Reynolds is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he spent ten years at Delta Air Lines, Inc. He is also involved with Terrier Financial Group, a business related to his LPL activities. 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, utilizing both proprietary and third-party strategies.

John Burns is a CFP®-certified financial advisor at Raymond James & Associates with 55 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary strategies supported by firm research and multiple portfolio management styles.

Brian Masucci is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has recently transitioned into the financial services industry following prior experience in retail and local community activities. Outside of advisory work, he has been involved with the Lake Norman Swim League and Mooresville Golf Course. 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, supported by technology and research tools.

Oliver Scholle III is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Harvest Wealth Management, Commonwealth Financial Network, and served eight years in the U.S. Navy. 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 investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Mateaia Lovejoy is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2026, she worked at Wells Fargo Clearing Services, LPL Financial, The Vanguard Group, MetLife Securities, and Robinhood Markets. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Andrew Oliva is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he worked at Fidelity Investments for four years and has held positions in various industries including technology and retail. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Laura Killette is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 27 years of industry experience. She previously worked at Merrill for 22 years from 1998 to 2020. Outside of her advisory work, she is a consultant for Arbonne, selling their products through personal connections and home parties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

William Stafford is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, and J.J.B. Hilliard, W.L. Lyons. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Samuel Stringfellow is a Series 66-registered financial advisor with Equitable Advisors in Charlotte, NC, bringing two years of industry experience. Prior to joining Equitable Advisors in 2023, he held positions at ScentAir Technologies and BIC Distribution Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Merchad is a financial advisor with LPL Financial holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior firms include Dimensional Fund Advisors and Edward Jones. Outside of his advisory role, he is involved with Realty Dynamics, a mortgage and real estate services 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 portfolios, and institutional platforms.

Daniel Jones is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial advising in 2025 after graduating from the University of North Carolina at Wilmington and joined Merrill in 2026. He focuses on areas including Family Wealth Management Strategies, Managing New Wealth, and Tax Minimization. Jones holds FINRA Series 7 and Series 66 registrations as well as Life, Accident & Health insurance licenses. He also has the designation of Personal Investment Advisor (PIA). Originally from south Charlotte, he graduated from Carmel Christian School in 2021. Outside of his professional role, he is involved in his church and enjoys spending time with his family and friends, along with various sports such as golf, football, basketball, and pickleball.

Jessie Harris is a CFP® and Series 66 registered financial advisor with 12 years of industry experience. She currently serves as co-owner of Cardinal Hill Wealth Management and has previously worked at Edward Jones and Commonwealth Financial Network. Harris is based in Fort Mill, SC. 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, portfolio management, and institutional platforms supported by research and advisor tools.

Evan Russell is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and Norton Financial Services for three years before joining LPL Financial in 2026. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with customizable investment strategies and various operational tools.

Wells Armes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Hillandale Advisors and CAPTrust. His background also includes roles connected to collegiate athletic departments and education institutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.