Michael Gould is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 21 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves as co-trustee of a Spousal Lifetime Access Trust and is a guardian for his sister’s children. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to provide tailored investment solutions.

Jonathan Davis is a financial advisor with LPL Financial holding a Series 66 designation and one year of experience at the firm. His prior work includes roles at First Citizens Bank, Auburn University Veterinary Hospital, Academy Sports + Outdoors, Auburn University, and St. Anne-Pacelli Catholic School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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 retirement consulting alongside access to model portfolios and research from multiple sources.

Ralph Truman Jr. is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves as President on the Board of Directors for the East Mecklenburg High School Foundation. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Geoffrey Hodge is a financial advisor with LPL Financial who holds Series 65 and Series 66 licenses and has 21 years of industry experience. He has been with LPL Financial since 2010. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brett Blackwood is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and with five years of industry experience. His prior work includes positions at Sharonview Federal Credit Union and Winthrop University. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and various third-party resources.

Michael Schmidt is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor with Edward Jones since 2008. He is based in Charlotte, NC and holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is a co-owner of a rental property in Carolina Beach, NC. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diedrich Oglesbee Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advice and services to clients, focusing on wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Diedrich is a graduate of Roanoke College, where he earned a Bachelor's Degree. Details about his specific areas of expertise, experience history, and personal interests are not provided in the available data.

Malcolm Mayer is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Glenda Mcconneghey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and bringing 39 years of industry experience. She has been with Merrill since 2016 and has concurrent work experience at CarMax Inc since 2012. 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, pension plans, corporations, and charitable organizations.

Parker Joe Robinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior roles include positions at UBS, Goldman Sachs, and Guggenheim Securities, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

Jacob Bump is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group, Inc., among other roles in diverse fields. 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. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and various portfolio management options.

John Mcauley III is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 15 years with Sterling Capital Management LLC and Sterling Capital Distributors, Inc., where he served as Head of Intermediary Distribution and Marketing and Managing Director. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Cody Lamarque is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining LPL in 2022, he worked at Wells Fargo Clearing Services and RHI. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Clayton Scholand is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on a committee at Mallard Creek Presbyterian Church that reviews financial statements and advises on spending. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients.

Brooke Stephens is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that incorporate both in-house and third-party managers, offering a range of advisory and portfolio management programs.

Brant Hinckley is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2007. He is also a life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning using firm-approved analytical tools and delivers recommendations through ongoing annual engagements.

Christopher Knox is a financial advisor at Osaic Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Advisor Group, Inc. In addition to his advisory role, Knox works as a wholesaler of fixed annuity insurance with Highland Capital Brokerage, recruiting financial professionals and advising on retirement plan implementation. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage customized portfolios.

Benjamin Mcclelland is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor investment plans to clients' goals.

Xavier Tufty is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from multiple sources and advanced portfolio management technologies.