Francis Moise III is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at TPC Piper Glen and had various roles in education and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for implementation.

Gianni Abballe is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Morgan Stanley in Charlotte, NC. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2023, and previously spent nine years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Jennifer Statler is a Certified Financial Planner (CFP®) with eight years of industry experience. She is currently affiliated with LPL Financial and has previously worked with firms including Commonwealth Financial Network, Gale Investment Management, and Five Point Wealth Advisors. Statler has been involved with Chaparral Christian Church since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions, integrating multiple asset management strategies and advisor tools, and oversees over $819 billion in discretionary assets across a network of more than 22,800 advisors.

Susan Haney is a financial advisor at LPL Financial with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has been with LPL Financial since 2016. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Guy Tomase is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior experience includes roles at Commonwealth Financial Network, Holmes Investment Management, and Voya Retirement Advisors. 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 services including financial planning, model portfolio programs, and institutional platforms, with advice delivered by investment adviser representatives using a variety of strategic, tactical, and customized approaches.

Riann Barlow is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, Riann worked for six years at Matthews Presbyterian Church Child Development Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Dan Singletary is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Liam Duggan is a Financial Consultant who collaborates with local families to assist them in growing, protecting, enjoying, and passing on their wealth. Currently, he serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, Liam held various roles at Fidelity Investments, including Investment Solutions Representative III from 2022 to 2023, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he was an Asset Transfer Specialist at Vanguard from 2019 to 2021.

William Gross is a CFA® charterholder with six years of industry experience. He is currently a financial advisor at Raymond James Financial Services Advisors, Inc., with prior experience at Biltmore Family Office. Gross is also a portfolio analyst and partner at Cygnus Asset Management, LLC, where he dedicates significant time to his role. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, employing analytical tools to support client goals, and maintains specialized programs in municipal finance and employer-sponsored retirement plans.

Christian Stout is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 66 designation and bringing 24 years of industry experience. He is the owner of Stout Asset Management, LLC, which facilitates securities, advisory, and insurance activities. His prior roles include positions at Commonwealth Financial Network, UBS Financial Services, and Morgan Stanley. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Lacie Witherspoon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She previously worked at The Vanguard Group for seven years and has multiple years of self-employed advisory experience. Outside of financial advising, she is engaged as a Mary Kay beauty consultant. 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 large network of investment adviser representatives and advanced operational tools.

Brandon Jamison is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for nine years before joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Mark Antonich is a CFP®-credentialed financial advisor with Ameriprise, based in Weddington, NC, and has 28 years of industry experience. He has been with Ameriprise and its predecessor firm since 1997. Outside of his advisory role, he owns a commercial real estate business. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Clint Livingston is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network, Grant Capital, and Edward Jones. Outside of finance, he spent over a decade with Palen Music Center. 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, supported by a large network of investment adviser representatives.

Geoffrey Mccarthy Jr. is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, Commonwealth Financial Network, and Peloton Wealth Management. He also has limited involvement in fixed insurance sales. 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, third-party asset management, and institutional platforms.

Madison Britt is Vice President and Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop comprehensive financial plans tailored to their families' goals and needs. Madison utilizes strong communication, thoughtful planning, and in-depth analysis to implement personalized strategies leveraging Fidelity's offerings. Madison has been with Fidelity Investments since 2019, progressing through various roles including Relationship Manager, Planning Consultant, and Financial Consultant before her current position. She holds a California Insurance License.

Julia Getzoff is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Wells Fargo and academic experience at the University of Florida. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering portfolio management, financial planning, and access to alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven investment strategies.

Angela Barnhart is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and 16 years of industry experience. She has been with Raymond James & Associates since 2013. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jordyn Hendry is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. They began their career at Edward Jones in 2025 and have experience working at several organizations including Justice For Girls and Trident Pool Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.