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 at Merrill with 39 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and also has experience at CarMax Inc since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

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 a Series 66 designation and two years of industry experience. His prior work includes roles at The Vanguard Group and University of North Georgia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management options to support diversified investment strategies.

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 63 and Series 66 credentials and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at Wells Fargo Clearing Services LLC and RHI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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.

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.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is involved in part-time bartending and has operated a local restaurant, Bad Bean Baja Grill, for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Brian Wood is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 65 credential with 22 years of industry experience. His prior work includes 12 years at Virginia Asset Management LLC and multiple roles within Wells Fargo entities since 2016. 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 across more than 14,000 advisors and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Andrew Vendal is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he previously worked at Thirsty Fellow Pizzeria and Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using 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, including custody, underwriting, and capital markets functions.

Stephen Burgess is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing investment advice to individuals, families, and businesses by gaining a comprehensive understanding of their short- and long-term financial objectives. With 35 years of experience in the financial services industry, Stephen joined Merrill Lynch Wealth Management in 2008. Prior to this, he practiced as a Certified Public Accountant (CPA) for eight years. He holds a bachelor's degree in Accounting from Florida State University and has earned the Personal Investment Advisor (PIA) designation.

Douglas Rivlin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Charlotte and a partner in The Rivlin Firestone Group. He has been in the financial services industry since 1995, providing guidance to companies, individuals, C-level executives, successful entrepreneurs, and business owners. Douglas creates wealth management plans and financial strategies to align with clients' goals and objectives. His areas of expertise include wealth preservation, investment equity and fixed income portfolio selection, retirement income strategies, concentrated stock strategies, charitable giving, business succession strategies, college planning, estate maximization strategies, long-term care, and life insurance. He also participates in Merrill's Alternative Investment program and has access to mortgage lending through Bank of America. Douglas holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials, along with life and health insurance, long-term care, Medicare licenses, and Nationwide Mortgage License. He earned a Bachelor of Science degree in Business Administration from West Virginia University. Douglas has volunteered and donated time to various charitable organizations, including Receptions for Research (R4R), Morrison YMCA, and the Isabella Santos Foundation. He previously served as a board member for the Morrison YMCA in Charlotte. In his personal time, Douglas enjoys traveling and supporting his children's sports activities, which include basketball, cross country, and golf. He lives in the Ballantyne community with his wife Ellen and their four children.

Troy Jackson Jr. is a financial advisor with LPL Financial located in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Ameritas Investment Corp and Ameritas Life Insurance Corp. He also serves as Vice President in financial institution duties at South State Retirement Services. 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 broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.