Joshua Frieze is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill, Empower Financial Services, and Empower Advisory Group before his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Robert Brickey is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 66 credentials and totaling 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Securities Corporation. Outside of his advisory work, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Rodrigo Guevara is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Walmart and Western Carolina University. 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 utilizes proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Kenneth Offenberg is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at Raymond James since 2017 and previously at Wells Fargo Clearing from 2015 to 2017. Offenberg serves as a trustee for family trusts and a pension plan. 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 institutional consulting and wrap fee advisory programs.

Ahmed Martinez is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including UBS Financial Services, Empower Financial Services, and The Vanguard Group. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing various investment strategies and technologies.

Nickolas Wilson is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group for a decade. Outside of advising, he has operated an ATM business. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Jared Smith is a financial advisor with RBC Capital Markets in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of investment managers and customizable portfolio options.

Gary Scott Jr. is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Robert Baird & Co. since 2013. Outside of his advisory role, he is involved as an LLC member in Scott Real Estate Group. Gary Scott Jr. is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio services, including discretionary and non-discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

James Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

Hunter Satcher is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Merrill in Charlotte, NC. His prior experience includes roles at The Vanguard Group and Bank of America, N.A. He also acts as an executor and successor trustee for a family trust. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

Benjamin Crotty is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at several firms including Wells Fargo Clearing Services and Principal Securities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research from multiple sources, and technology-driven strategies.

George Goodman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2023. He previously worked for Lincoln Financial Securities Corporation for 14 years. Goodman is also involved in entrepreneurial and networking activities, including founding a local networking group and serving as president of a business networking organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

Donald Robbins is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, Robbins is involved in several business ventures including consulting on executive benefits compliance and managing business investment entities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers tailored planning engagements supported by advanced analytical tools and educational seminars.

Bradford Ramsey is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Morgan Stanley Smith Barney for seven years before joining LPL Financial in 2018. 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, providing both discretionary and non-discretionary management alongside research and diversified investment strategies.

Christopher Mc Alister is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also maintains roles as an independent insurance agent and owner of small business ventures, including eBay sales and a partner in Catapult Industries. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm offers various portfolio management options and utilizes both proprietary and third-party strategies, with institutional features such as advisor transition programs and compliance processes.

Anna Catherine Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at Golub Capital and JPMorgan Chase Bank, N.A., as well as involvement with Davidson College and Durham Academy Summer Camps. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Erik Mintz is a Series 66-licensed financial advisor with UBS Financial Services in Charlotte, NC, with one year of industry experience. Prior to joining UBS, he served five years in the United States Marine Corps. 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 utilizes proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

Stuart Wainscott is a CFP® professional with 31 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James and its affiliates since 2005 and previously spent 14 years with US Airways. Outside of his advisory role, he is an owner of AWA Group LLC, a business established for liability purposes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations, often supporting clients in an advisory and implementation role rather than as delegated managers.

Christopher Warren is a financial advisor at Edward Jones in Charlotte, NC, holding the CFA® designation and Series 66 license with eight years of industry experience. His career includes roles at Compass Group USA and Great American Restaurants prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Luis Martinez is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience working six years with the Citrus County Sheriff Office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.