Susan Shoe is a financial advisor with Raymond James Financial Services, Inc. in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. She has been with Raymond James since 2018 and is also an officer and vice president of Shoe Private Wealth Advisors, a wealth management and consulting business she owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client assessments and supported by a broad affiliate network.

Hetal Sethi is a Financial Advisor at the Merrill Lynch Wealth Management Office in Charlotte, North Carolina. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and brings over 14 years of experience in financial and wealth management. At Merrill Lynch, she works closely with clients to simplify wealth management and help them meet and exceed their financial goals. Her areas of focus include legacy planning, personal retirement planning, small business strategies, and women and wealth. Hetal holds a Bachelor's Degree from the University of South Carolina, Columbia, and is fluent in English, Gujarati, and Hindi. Outside of her professional work, Hetal is involved with several community organizations, including Autism Strong Foundation, Common Heart, Nourish Up, and Young Man's Service League. In her personal time, she enjoys cooking, golfing, reading, traveling, practicing yoga, and spending time with her family.

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 at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates in its financial planning process.

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.

Susan Haney is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations with 31 years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. He is based in Charlotte, NC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

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 and holds a Series 63 license with six years of industry experience. He currently works with Raymond James Financial Services Advisors, Inc. and is a partner and portfolio analyst at Cygnus Asset Management, LLC. Prior to his current roles, he worked at Biltmore Family Office from 2015 to 2019. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services rather than discretionary management.

Lacie Witherspoon is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and eight years of industry experience. She previously worked at The Vanguard Group for seven years and has spent time as a self-employed advisor. Outside of her advisory role, she works as a Mary Kay beauty consultant. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Brandon Jamison is a financial advisor at UBS Financial Services with 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 14 years before joining UBS in 2025. He holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with 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.

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 at Raymond James & Associates with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a notable focus on public finance and municipal work.

Nicholas De Camillo is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2017, including a prior role with Morgan Stanley Services Group, Inc. He also has experience at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, providing 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 incorporates firm-approved tools and market outlook models.

Samantha Goodman is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has worked at Robert W Baird and UBS Financial Services Inc. prior to her current role. Her background includes employment in the restaurant industry and a four-year period at the University of Colorado Boulder. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Dylan Hales is a CFP® and holds a Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mark Badalamenti is a Financial Advisor with The CBC Group and has been active in the financial services industry since 2012. He currently serves clients in the areas of education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Mark joined Merrill Lynch Wealth Management in the Ballantyne office after relocating to Charlotte in 2014, following a tenure with Morgan Stanley in Chicago. Mark graduated from Miami University with bachelor's degrees in Political Science and Business Management. He holds the designation of Personal Investment Advisor (PIA). Raised in Scotch Plains, New Jersey, he graduated from the Wardlaw–Hartridge School in 2008. Outside of his professional work, Mark enjoys adventuring with his family, playing golf, and spending time at the lake. He lives in Matthews with his wife Michele and their two children.