Daniel Maday is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, and operates under the DBA Royal Financial Partners. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and various third-party programs.

Benjamin Davis is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, following prior roles at Equitable Advisors and Davidson College. Outside of his advisory work, he has been involved with Alternative Health Distributions. 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, supported by a large network of advisors and advanced operational tools.

Brianna Freeman is a Series 66 licensed financial advisor with two years of industry experience, currently with Equitable Advisors in Charlotte, NC. Her prior roles include positions at Wells Fargo Clearing and entrepreneurial work with Catch'em Collectibles LLC. Equitable Advisors serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning, retirement consulting, and asset management through a variety of advisory programs and third-party managers.

Andrew Eckhardt is a financial advisor with UBS Financial Services holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Prosek Partners and a background that spans both professional and community activities in Squirrel Island. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm leverages proprietary research and model-based asset allocations to provide tailored financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Charles Dekrafft II is a financial advisor with OSAIC in Charlotte, NC, holding Series 63 and Series 65 licenses and 34 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 32 years prior to joining OSAIC in 2025. Dekrafft is also involved in insurance-related activities, including offering fixed and indexed annuities and other insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, and it is notable for its scale, complex affiliate network, and recent consolidation activity.

Bryan Perry is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and DG Golf Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Szklinski is a financial advisor at Mass Mutual Investors Services in Charlotte, NC. He holds Series 63 and Series 65 designations and has been with Mass Mutual since 2025. Prior to joining the financial industry, his work history includes roles at Restoration Hardware and the University of North Carolina at Charlotte. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to deliver written recommendations and offers specialized planning programs, including recent additions such as Divorce Planning.

Richard Croffut is a financial advisor with Edward Jones in Monroe, NC, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2008. 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 options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Cortney Fluegeman serves as Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 2006, progressing through various roles including Vice President Regional Planning Consultant and Vice President Financial Consultant. With over two decades of industry experience, she focuses on delivering thoughtful guidance and personalized wealth planning aligned with clients' values and goals. Her professional journey at Fidelity encompasses a wide range of financial advisory roles, demonstrating a commitment to trusted insight and building lasting relationships with clients. Cortney emphasizes the importance of understanding what matters most to clients and their families in wealth planning. Outside of her professional work, Cortney enjoys activities such as camping, attending concerts, exploring culinary interests, golfing, hiking, and traveling.

Lauren Gehrig is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, she worked at Valeo Financial Advisors, Boiler Financial Track, and Southeast Financial Group. She also has an academic background with experience at Purdue University and Cardinal Gibbons High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, blending institutional trading capabilities with wealth management services and leveraging proprietary research to tailor client portfolios.

Manuel Martinho is a financial advisor with Morgan Stanley who holds Series 66 and Series 63 licenses and has 26 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021 and previously spent 15 years with Unionbanc Investment Services. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and advanced modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a diverse range of investment programs and planning services.

Frank Summers is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones and has been with Cetera since 2020. Outside of advising, Summers serves on the board of Monroe Road Advocates and the executive committee of Rainbow Foster Network, and teaches as an adjunct professor for the American College, focusing on life insurance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party models.

Richard Fuller is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2009 and has over 30 years of experience with Bank of America, N.A. based in Charlotte, NC. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines internal Chief Investment Office strategies with third-party managers and supports trading, administration, and custody.

Andrew Young is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Young serves on the board of the MPHS Foundation, a charity based in Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Trevor Hoke is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, where he worked for 5 and 13 years, respectively. 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 integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Jonathan Brackis is a CFP® with 28 years of experience in financial services. He currently works at Morgan Stanley and has prior experience at Wells Fargo Clearing and Wachovia Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling and emphasizes client responsibility for plan implementation.

Kenneth Pryce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank, Foreside Fund Services, and 2XIDEAS US Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Corey Barnes is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. 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 mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from Schwab’s research teams, supported by its integrated custody and brokerage platform.

Eric Radinsky is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

James Ellison is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and four years of industry experience. He has worked at Cambridge since 2022 and has prior experience with Anthony & Sylvan and S&L Windows & Doors. Ellison is also president of JLT Associates LLC, an independent advisory practice. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, pension funds, and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through a wide network of financial professionals and multiple platform options.