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.

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.

Benjamin Woodall is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Fifth Third Bank, with a background including four years at Appalachian State University. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors.

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.

Harry Smith III is a financial advisor with Robert W. Baird & Co. in Charlotte, NC, holding Series 63, 65, and 66 credentials and with 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an investor in NLA Diagnostics, LLC. He 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 customized consulting and portfolio services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

Parker Touma is an advisor at LPL Financial with a Series 66 credential and approximately one year of industry experience. His background includes roles at Transylvania University, Baird, and Andrew Kromer CPA and Sarah Kromer Attorney. He has also been involved with Hunting Creek Country Club and Kentucky Country Day School. 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, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Shannon Munton is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab, TD Ameritrade, and Scottrade. 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, financial planning, and retirement consulting, utilizing model portfolios and research from both internal and third-party sources.

Lisa Sorrentino is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with LPL Financial since 2012. Outside of her advisory role, she works part-time as a seasonal associate at TJMaxx. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Catherine Kight is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and began her career as an Investment Banking Analyst at Canaccord Genuity from 2022 to 2024. In her current position, Catherine focuses on developing personalized wealth strategies that align with her clients' families, goals, values, and concerns. Her approach emphasizes navigating both the financial and emotional aspects of wealth management, aiming to provide clarity, confidence, and trusted guidance throughout her clients' financial journeys. Outside of her professional responsibilities, Catherine enjoys activities such as beach outings, fitness, hiking, Pilates, swimming, and volunteering.