Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

Stephen Dotson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president of Ballantyne Business Connections, a local networking group, and is a committee member for the Town of Indian Trail Parks, Art, Recreation and Culture. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kenneth Cullipher is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2020 and previously worked at Cetera Advisor Networks LLC for seven years. Cullipher is also the owner of Kapital Accumulation Concepts, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a large network of independent financial professionals, employing various portfolio management strategies and custodial platforms tailored to client objectives.

Corey Miller is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes multiple roles at LPL Financial since 2017 and positions at Merit Financial Group, LLC, Householder Group, and Virginia Tech. 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, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and a variety of strategic and tactical investment solutions.

Kyle Di Eduardo is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Edward Jones since 2010, working out of Rock Hill, SC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches.

Jason Powers is Vice President, Financial Consultant at Fidelity Investments, bringing 20 years of experience in the financial services industry. He develops personalized financial strategies tailored to clients' goals, values, and priorities. Jason's mission is to reduce financial anxiety, increase peace of mind, and provide thoughtful guidance through every stage of life. His career at Fidelity Investments includes roles as Vice President, Financial Consultant since 2025, Financial Consultant from 2023 to 2025, Investment Consultant from 2022 to 2023, and Investment Management Consultant from 2021 to 2022. Prior to Fidelity, Jason held positions such as Business Development Manager at Santander from 2018 to 2020, Financial Solutions Advisor at Merrill Edge from 2014 to 2017, and Wealth Management Advisor at TIAA from 2006 to 2013. Outside of his professional work, Jason's personal interests include the beach, fitness, golf, pets, and traveling.

Michael Lepore is a CFP® professional affiliated with LPL Financial, with seven years of industry experience. His prior roles include positions at Merrill, Robinhood Markets, and Wells Fargo Clearing Services. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

John Williams is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades before joining OSAIC and subsequently LPL Financial. Outside of his advisory role, Williams is involved in several business ventures, including ownership of Carolina Title Enterprises, LLC. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and features various strategic and tactical model portfolios supported by LPL Research and third-party subadvisors.

Drew Crawford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving executives and business owners, focusing on reducing tax burdens, managing compensation plans, and preparing clients for major life events such as selling a business or retirement. His consultative approach is rooted in his experience leading a management consulting team at PricewaterhouseCoopers, where he helped executives at Fortune 500 companies identify and resolve inefficiencies. Drew holds a Bachelor's and Master's degree, including an MBA, from Saint Bonaventure University. He has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He advises clients on executive compensation plans, corporate benefits, concentrated stock strategies, and restricted stock and stock options. Outside of his professional work, Drew continues to compete in tennis and is involved in his community through organizations such as Junior Achievement and Entrepreneur's Organization. He lives in Charlotte with his wife Holly and their children Brynn and Colin.

Rickey Degangi is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

John Stanford is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services and proprietary research.

Kara Lamar is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity Investments since 2015, progressing through positions including Planning Consultant, Relationship Manager, Financial Representative, and other specialized roles in brokerage operations and account services. Her professional experience spans various aspects of financial consulting and client relationship management. Kara's approach to financial planning involves understanding the client's personal and family aspirations and values to develop customized wealth strategies. Outside of her professional role, Kara's personal interests include fitness, enjoying food, attending social events with friends, spending time at the lake, music, and traveling.

James Flournoy is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and RHI, and spent four years at Elon University. 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 brokerage services with both discretionary and non-discretionary management options.

Ryan Reusch is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Venturi Private Wealth and the University of Oklahoma. His background also includes roles outside finance, such as with the X Games and City of Southlake. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services ranging from financial planning to portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Mark Babyak is a Series 66-licensed advisor with Merrill in Charlotte, NC, and has eight years of industry experience. He has been with Bank of America and Merrill since 2006. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Jesse Cassell is a financial advisor with LPL Enterprise holding a Series 66 designation and currently based in Charlotte, NC. He has one year of industry experience and previously held roles at Marellis, Iron Hill Brewery, Lucky Duck, and the University of South Carolina. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

An Wetter is a financial advisor at LPL Financial with 16 years of industry experience and holds a Series 66 designation. He has been with LPL Financial since 2015 and also works with LPL Enterprise starting in 2024. Based in Fort Mill, SC, Wetter’s background is primarily within the LPL organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven solutions.

Brian Smith is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he specializes in helping clients reach their long-term financial goals, including saving for retirement through investments. He works closely with clients to build customized strategies tailored to their specific comfort levels with risk and provides access to actively managed portfolios that employ tax-efficient management strategies designed to minimize costs and taxes. Brian's expertise includes personal retirement planning, portfolio management services, tax minimization, and retirement income. He collaborates with professionals on financial planning, tax mitigation strategies, and investments, offering ongoing advice and guidance as clients' needs evolve. He holds the Personal Investment Advisor (PIA) designation. He earned his High School Diploma from Loyola Blakefield and attended the College of Charleston and Towson University without earning a degree. Outside of his professional responsibilities, Brian is involved in his community as an LTRC Basketball Coach and has interests that include basketball, camping, golfing, hiking, music, skiing, spending time with family, tennis, traveling, and volleyball.

Robert Carmichael is a CFP® and ChFC® affiliated with Edward Jones in Charlotte, NC, with 11 years of industry experience. He has been with Edward Jones since 2015. Previously, he was president of an inactive franchise operation, Danka Family Services, Inc., which closed in 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

John Powers is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining LPL Financial, he worked at SecuriPanes Windows and Doors and was affiliated with the Tampa Bay Buccaneers. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and both discretionary and non-discretionary management.