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.

Michael Ferguson is a CFP® professional with eight years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at Clarendon Wealth Management and Commonwealth Financial Network. 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, third-party asset management, and institutional platforms.

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®-certified financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Fort Mill, SC. His prior roles include positions at Merrill, Robinhood Financial, Wells Fargo Clearing Services, and Bank of America. 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 and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advising, he is involved in several business ventures including Carolina Title Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by technology tools for research and operations.

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 at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Uvest Financial Services Group, J. W. Cole Advisors, and A. G. Edwards & Sons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations.

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 with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Wells Fargo Clearing Services and RHI, and spent four years at Elon University. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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 financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2006. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

An Wetter is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial and its affiliates since 2014, as well as prior experience with Raymond James, USAA Financial Planning Services, Mass Mutual Investors Services, and Ameriprise. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Howard Kramer is a CFP® professional based in Fort Mill, SC, with 39 years of industry experience. He is currently affiliated with LPL Financial and has prior experience at Commonwealth Financial Network and Merited Wealth, LLC. Kramer is president of H.A. Kramer & Associates, a private entity involved in securities, advisory, and insurance business. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Thomas Artz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior firms include SagePoint Financial, OSAIC, Commonwealth Financial Network, and TMK Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Brian Smith is a Series 66-registered advisor with Merrill, based in Charlotte, NC, and has 21 years of industry experience. He has worked with Merrill since 2005 and has concurrently held a role at Bank of America, N.A. since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 a Series 66 designation and has prior work experience with SecuriPanes Windows and Doors, the Tampa Bay Buccaneers, and educational roles at the University of Florida and R.J. Reynolds High School. 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 wide range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by a large network of investment adviser representatives and extensive operational resources.

Anna Stolz is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at Goldman Sachs and Janney Montgomery Scott, and serves on the Finance and Marketing Committee of the Women's Impact Fund, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and supported by affiliates for implementation and portfolio services.

John Akeroyd is a Market Leader at Fidelity Investments, where he leads a team of financial professionals. His role involves partnering with clients to develop comprehensive financial plans that address investment strategies, charitable giving, and generational wealth transfer tailored to clients' needs and goals. John has been with Fidelity Investments since 2013, progressing through roles from Assistant Branch Leader to VP, Branch Leader, before assuming his current position in 2021. His experience encompasses leadership within the organization and client-focused financial planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.