Christine Goldsmith is a Senior Financial Advisor and a partner of The CBC Group at Merrill Lynch Wealth Management. She has been in the financial services industry since 2000 and has been with Merrill since 2008. Christine focuses on financial planning and portfolio strategies for individuals and families, as well as corporate retirement and deferred compensation plans. She holds the Retirement Benefits Consultant (RBC) designation from Merrill and has earned several professional credentials, including the Chartered Retirement Planning Counselor™ (CRPC™), Certified 401(k) Professional® (C(k)P®), Certified Plan Fiduciary Advisor® (CPFA®), and Certified Divorce Financial Analyst® (CDFA®) designations. Christine works with corporate clients on retirement benefits, including plan design, investment selection, and providing education and support to participants and investment committees. She is passionate about assisting individuals and families through difficult life transitions, particularly in divorce financial analysis. Christine graduated from North Carolina State University with a Bachelor of Arts degree in Interdisciplinary Studies, focusing on law, political philosophy, and finance. Born in Charlotte, Christine returned there in 2000 and lives with her husband Eric and their three sons. In her spare time, she enjoys playing tennis, running, spending time with her family, watching youth soccer, attending football games, and traveling.

Christopher Mattina is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan in various roles since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Deborah Mc Nulty is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior roles include positions at Ally Invest Securities LLC, Linden Thomas & Company, Zeus Financial, and Nathan Hale Capital, LLC. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kyle Worthy is a financial advisor at Osaic Wealth, Inc. based in Charlotte, NC, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Signator Investors Inc for 13 years before joining Osaic in 2018. Outside of advisory work, Kyle is a photographer and owner of Kyle Worthy Photography. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and investment advisory services with a broad selection of portfolio construction tools and third-party managed account solutions.

Kimberly Negre is a financial advisor with Equitable Advisors in Concord, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked for 15 years at Gerald Dry, PA. She also operates an accounting practice, Alpha Omega Financial, LLC, providing preparation services with limited client exposure. 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 third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Sarah Reames is a financial advisor with Cambridge Investment Research Advisors, holding the PFS™ and Series 63 credentials and with 24 years of industry experience. She has held roles at Cambridge Investment Research and Avantax Advisory Services and operates her own CPA practice, Sarah N Reames CPA PLLC, which provides accounting and tax services. Reames also serves as a board member of a local condo association. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement services through a network of independent professionals. The firm provides multiple investment platforms with discretionary and non-discretionary options, proprietary and third-party model strategies, and institutional features such as advisor transition support and compliance oversight.

Maxim Biruk is a financial advisor at Fidelity with Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Clearing Services and US Tech Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Anthony Burns is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2021. Prior to that, he spent over a decade at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Charlotte, NC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including high-net-worth individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maria Nguyen is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at VCU Investment Management Company. Outside of her advisory role, she operates an online fitness coaching business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Matthew Thibault is a financial advisor with Equitable Advisors in Charlotte, NC. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, his work experience included roles in retail, law enforcement, and hospitality. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and endorsed third-party managers.

Jarrod Hileman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Edward Jones from 2018 to 2020 and was self-employed from 2010 to 2018. He is also a partner in a real estate-related business called House Your Credit based in Lancaster, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates its investment insights through the Global Investment Committee and other affiliated entities.

Alissa Ilacqua is a Planning Consultant at Fidelity Investments, where she works with individuals and families to help them plan and manage their financial resources. Since joining Fidelity in 2023, she has held several roles including Financial Representative and Investment Consultant before assuming her current position in 2026. In her role as a Planning Consultant, Alissa focuses on empowering clients to take control of their financial future, aiming to enable them to spend their time on what matters most to them. Her experience spans financial representation, investment consultation, and comprehensive financial planning. Outside of her professional responsibilities, Alissa enjoys activities such as art, spending time at the beach, social events with friends, Pilates, reading, and playing softball.

Amanda Kennedy is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and nine years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC before joining LPL Financial in 2019. 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 a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Sarah Cray is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has 19 years of industry experience. She has worked with LPL Financial since 2016, with a brief tenure at Yoh Company in 2016 and 2017. Outside of her advisory role, she owns a business called Created by Cray and has been involved in direct sales with Stampin' Up since 2012. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Michael Mehltretter is a Series 66-registered financial advisor with LPL Financial and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Innovative Discovery and Epiq Systems. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Garrett Oakley is a CFP® professional with four years of industry experience currently at Oakley Private Wealth, an independent advisory firm. His prior experience includes roles at Alpha FMC, KPMG, EY, Northwestern Mutual, Betterment LLC, and Robert Baird & Co. He also holds Series 65 and Series 63 licenses. Oakley Private Wealth offers financial planning and portfolio management primarily to individual retail clients, including those with modest investable assets. The firm provides both hourly and ongoing advisory services, maintaining a deliberately small client base and integrates tax considerations into client portfolios.