Tanner Braunschweig is a financial advisor at Ameriprise with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Crowders Mountain and The Vanguard Group, Inc. He also served in the U.S. Air Force for four years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Duncan Sullivan is a CFP® with three years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. Prior to joining LPL Financial, he held positions at First Citizens Investor Services and First Citizens Bank. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Scott is a Financial Advisor with the CBC group, part of Merrill Lynch Wealth Management, where he works within a larger team focused on helping clients meet their personal wealth goals. He provides assistance to clients in planning their financial objectives across various areas including college education planning, family wealth management strategies, retirement income, legacy planning, philanthropic planning, and small business strategies. Matthew holds a Bachelor of Supply Chain Management and Management Information Systems from the University of North Carolina at Charlotte, earned in 2018, and holds the Personal Investment Advisor (PIA) designation. Prior to entering financial advising in 2022, Matthew served nine years in the United States Marine Corps, including two deployments to Afghanistan, and earned a Naval Achievement Medal before being honorably discharged as a Sergeant. He also worked with Target Corporation in their distribution network, where he was recognized as manager of the year. Outside of his professional career, Matthew is involved as a para guide working with the blind. His personal interests include painting, reading, spending time with family, watching movies, and writing.

Thomas Austell is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advisory roles, he is a continuing education instructor and is involved in life settlements and insurance sales. He also owns OmniWealth Financial Planning, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved software without discretionary authority, with implementation of recommendations managed through separate arrangements.

Tracy Levering is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. She has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she serves as a Notary Public in Mecklenburg County. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through various third-party managers. The firm employs a hybrid referral and implementation model, utilizing LPL and multiple third-party asset managers to tailor advisory services.

Mariah Jones is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her background includes roles at Ronald Blue Trust, Liberty University, and Upkey Inc. prior to joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeff Fitch is a Financial Consultant currently working at Fidelity Investments since 2021. He has over 15 years of experience in the financial services industry, having held positions at TD Ameritrade as a Senior Financial Consultant from 2013 to 2021 and at AXA Advisors as a Financial Consultant from 2009 to 2013. Jeff focuses on helping clients achieve their financial goals through thoughtful planning and fostering a clear understanding of their priorities. He collaborates with clients to build financial plans that support confident and comfortable investment decisions. Outside of his professional work, Jeff has interests in cars, family activities, fitness, football, golf, and pets.

Alaina Cass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Citibank NA and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Winstel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has previously worked at Bank of America, N.A. and Merrill, each for 11 years. Winstel serves as a co-trustee and co-executor of the M. B. Revocable Trust in Charlotte, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Gonzalo Lopez Olan is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation. His prior background includes four years at Fordham University and four years at Frassati Catholic High School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing access to futures commission merchant activities, principal trading, and affiliated banking programs.

Kelly Williams is a financial advisor at Morgan Stanley in Charlotte, NC, with three years of industry experience. Prior to joining Morgan Stanley in 2022, Williams worked for Wells Fargo Bank, NA from 2010 to 2022. Outside of advising, Williams owns and operates AmazeKelly Paints, an online retail business focused on art and culture. Morgan Stanley Wealth Management provides a variety of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Lisa Mirabella is a financial advisor at Morgan Stanley in Charlotte, NC, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2012. Outside of her advisory role, she is employed with Doordash and Instacart in labor and service capacities. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process incorporating scenario modeling and firm-approved tools.

Jeri Connor is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her prior work includes roles at Brinkley Financial Group and Cambridge Investment Research, Inc. Outside of her advisory role, she operates a retail business called Made by JeriLynn on Etsy. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using approved tools and offers both direct and employer-sponsored financial plans.

Joshua Patterson is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2009, working in both Ameriprise Financial Services, Inc. and its current institutional structure. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement, typically serving clients with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports that address income sources, Social Security options, and withdrawal strategies.

Emily Harris is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. Outside of her advisory role, she serves as a leader of Girl Scout Troop 603 and is on the board of directors for Heart of a Lion Rescue. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Stacy Baldree is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2011. She has over two decades of experience in the financial planning industry, working with individuals and families to develop and implement financial plans focused on wealth creation, preservation, and transfer. Her professional experience includes positions as Client Manager at Sapere Wealth Management LLC from 2009 to 2011, Relationship Manager at Fidelity Investments from 2001 to 2009, Financial Advisor at PFS Investments Inc. from 2000 to 2001, Financial Advisor at J.C. Bradford & Co. from 1998 to 1999, and Financial Representative at Fidelity Investments from 1995 to 1998.

Lisabeth Thiessen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in crafting personalized financial strategies that align with the unique goals and needs of her clients. Her expertise includes college education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, special needs planning strategies, women and wealth, tax minimization, and retirement income. Lisabeth holds a Bachelor's Degree from SUNY New Paltz and a Master's Degree from Mercy College. She has earned the Personal Investment Advisor (PIA) designation, underscoring her commitment to professional development and client service. Lisabeth is actively involved in professional and community organizations, including Merrill Lynch Wealth Management, the American Cancer Society, and Rock the Street Wall Street. Outside of her professional work, Lisabeth enjoys antiquing, gardening, interior decorating, spending time with her family, and practicing yoga. She is a mother to two college-aged children and owns a pet, and she values staying connected to nature, maintaining an active lifestyle, and traveling.

David Fletcher is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. He is a member of the Finance/Investment Committee at St. Stephens United Methodist Church, where he attends meetings and approves budgets and fundraiser requests. 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, charitable organizations, and public entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research.

Arrik Wilkins is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Primeline Capital and Bayview Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client plans.

Shaun Ferguson is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he has been involved in real estate ventures, including membership in a development LLC in Western North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.