William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Eric Gonzalez is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. He works with individuals and families across the Carolinas to build, preserve, and transfer wealth with confidence. His expertise includes retirement planning, legacy objectives, investment management, tax-efficient strategies, and estate planning. By combining thoughtful planning with the resources of Merrill Lynch and Bank of America, Eric assists clients in navigating important financial decisions. Eric holds a Bachelor's Degree from Winthrop University and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys fishing, running, and traveling.

Parker Hughes is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and a diverse work background including roles outside the financial sector. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Ebony Moore is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2019. She serves on the executive board of the Crestdale Middle School Band and Orchestra Booster in Matthews, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include estate planning and corporate financial planning agreements.

Amy Wlodyka is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience and holds a Series 65 designation. She is also co-owner of ANW 4 LLC, which provides administrative services and referee assignments for local soccer organizations. Outside of finance, she has been involved with the Charlotte Soccer Academy and Wingate International Soccer Academy for over 18 years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Janet North is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. She previously worked at Edward Jones from 2018 to 2024 and held roles at Afflink, LLC and The University of Alabama. Outside of her advisory work, she is co-owner of a commercial floor cleaning business that she and her husband plan to acquire. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Duncan Wilson is a CFP® with 15 years of industry experience, currently serving at LPL Financial. His prior roles include positions at Sterling Financial Group, Commonwealth Financial Network, Lincoln Investment, and Capital Analysts Incorporated. In addition to his financial advisory work, he also practices law through his own law office. 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 asset management solutions, utilizing both proprietary and third-party strategies, supported by technology tools and a broad network of over 22,900 advisors.

Donald Paroda Jr. is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and managing his own firm, Donaldparoda Asset Management. He also operates Donald Paroda Wealth Management as a DBA for his LPL business. 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 variety of advisory and brokerage services, employing diverse investment strategies and leveraging technology tools to support its advisors.

John Jacob is a CFP®-designated financial advisor with 28 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. He serves on the investment committee for Saint Mark’s Lutheran Church and is a finance committee member of the Charlotte Providence Rotary Club. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Matthew Mclaughlin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor strategies to client goals.

Lyle Back is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Raymond James & Associates and previously spent 20 years at Edward Jones. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services supported by a broad range of portfolio management styles and affiliated research.

Richard Rainforth is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has previously worked with Commonwealth Financial Network, Generation Strategies, LLC, and New York Life, among others. He is co-owner of R2 Financial Strategies, LLC, a private entity facilitating 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 financial planning and investment management services, leveraging a broad network of advisors and technology tools while overseeing more than $819 billion in discretionary assets.

Cooper Gower is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Lowe's and Appalachian State University. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs primarily delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions, including managed accounts and ERISA fiduciary services for qualified plans.

Allison Marsh is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 credential and bringing 10 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Holly Townsend is a financial advisor at LPL Financial with nine years of industry experience. She holds the CFP® designation along with Series 65 and Series 63 licenses. Her prior work experience includes roles at UBS Financial Services, The Vanguard Group, Live Oak Bank, the Country Club of Landfall, and the University of North Carolina Wilmington. Outside of her advisory work, she is involved with Fora Travel Agency in Charlotte, North Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of investment and financial planning solutions with both discretionary and non-discretionary strategies.

Thomas Cook is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and based in Charlotte, NC. He has one year of experience in the financial services industry, with prior roles at LPL Financial and Sonic Automotive. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, business-owner transition, and niche services such as sports and entertainment planning, using proprietary research and tools to develop tailored client recommendations.

Michael Gould is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citigroup Global Markets and Ameriprise. He serves as co-trustee of a spousal lifetime access trust and is the guardian for his sister’s children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Mark Flaherty is a financial advisor with LPL Financial holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent 11 years with Commonwealth Financial Network. He is also a co-owner of Weller Group, LLC, 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, model portfolios, third-party asset management, and institutional platforms.

Jonathan Davis is a financial advisor at LPL Financial with the Series 66 designation and one year of experience in the industry. 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 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 portfolio programs, third-party asset management, and institutional platforms.

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.