Alexander Forest is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His background includes four years with Uber and six years of service in the United States Air Force. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Marc Harrell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at UBS Financial Services and Wells Fargo Clearing Services. His background also includes roles at US Tech Solutions and multiple positions with Chick-fil-A. 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 supported by research and model portfolios.

Candace Cline is a CFP®-certified financial advisor with UBS Financial Services in Charlotte, NC, bringing 19 years of industry experience. She has been with UBS since 2010. Outside of her advisory role, she serves on the board of directors for the Park Terrace Towns Owners Association, where she assists with community maintenance oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory solutions, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research to tailor strategies to clients’ goals and risk tolerances.

Thomas Fischer is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and AXA Advisors, LLC. Fischer is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Wood is a Financial Consultant at Fidelity Investments, where he partners with clients to pursue their financial goals through personalized planning strategies. He has held several positions at Fidelity Investments in 2024, including Investment Consultant and Financial Representative. Prior to joining Fidelity, Daniel worked as a Business Analyst at McKinsey & Company from 2022 to 2023. He also gained experience in the financial sector through roles at Wells Fargo, including Financial Crimes Specialist and Corporate Risk Associate between 2020 and 2022. Earlier in his career, Daniel held internship positions focused on financial and budget analysis at Dominion Energy in 2018 and 2019. Outside of his professional work, Daniel has interests in baseball, beach activities, music, pets, and snowboarding.

Cecilia Mc Queen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services, Mass Mutual Investors Services, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Bret Cozewith is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of advisory work, he owns the Bret Cozewith Group, which supports his Primerica business and is involved in sales of non-investment products such as home security and automation services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a percentage-based, tiered wrap fee structure.

Owen Tabor is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Us Tech Solutions, Darktrace, Prudential Insurance Company of America, Raymond James Financial, and several other organizations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and asset allocation models to tailor plans based on clients’ goals and risk tolerances.

Diane Sullivan is a Wealth Management Advisor at Merrill Lynch Wealth Management and serves in a leadership role responsible for team business management for the Biedrycki Sullivan Vaughan Group. She has been in the financial services industry since 2003 and is a CERTIFIED FINANCIAL PLANNER® certificant awarded by the Certified Financial Planner Board of Standards, Inc. Diane is also a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She manages the team's client relationships and wealth management casework. Diane joined the group after a career at her alma mater, Belmont Abbey College, where she held several positions including director of annual giving, executive director of development and planned giving, and vice president of institutional advancement. She coordinated a capital campaign that raised $20 million and established a planned giving program that secured more than $6.5 million in planned gifts. Diane's experience in philanthropy adds to the team's capabilities. She holds a Bachelor's degree from Belmont Abbey College and has earned the Personal Investment Advisor (PIA) designation. Diane resides in Belmont, North Carolina with her husband and their two children. Her personal interests include golfing, hiking, reading, skiing, spending time with family, traveling, and watching movies.

Sam Robinson IV is a CFP® with 25 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Amy Wyatt is a financial advisor at Robert Baird & Co. with 28 years of industry experience. She has been with Robert Baird since 2013 and holds Series 63 and Series 66 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and other institutional clients. The group offers customized consulting and portfolio management services using a variety of strategies and managers tailored to client goals and risk tolerances.

James Todd Sr. is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 34 years of industry experience, including 17 years at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is also a landowner involved in leasing land for solar panel development. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and offers a range of programs including educational seminars and event-driven planning services.

Nicholas Mathiason is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Ryan Rescigno is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and bringing three years of industry experience. His prior work includes positions at Spring Valley Country Club, Clemson University, Davinci Financial Designs, Blue Cross Blue Shield of South Carolina, and Soccer Plus. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, with a focus on tailored financial plans and asset-allocation analyses. The firm also provides institutional consulting and has capabilities in public finance and municipal work.

Benjamin Fraser is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at LPL Financial since 2018 and previously held roles at Mass Mutual Investors Services and METLIFE SECURITIES Inc. He is based in Fort Mill, South Carolina. 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, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Morgan Hinchen is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Hinchen worked at Independent Advisor Alliance, LPL Financial LLC, and held various roles in financial and administrative positions. He also provides administrative support to Independent Advisor Alliance through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment managers.

John Honeycutt is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Passport Labs, Inc. and SPX Flow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

David Belinkie is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services and Mass Mutual Financial Group since 2003. Outside of his advisory role, he is also licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to develop collaborative, annual planning relationships with clients.

Christina Mehltretter is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and previously worked at Ernst & Young for eight years. Christina is based in Indian Land, South Carolina. 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, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Mark Esposito is a Series 66-licensed financial advisor with Merrill, based in Charlotte, NC, and has 16 years of industry experience. His prior roles include positions at UBS Financial Services, Bank of America, and earlier tenure at Merrill. He serves as an intelligence analyst in the United States Air Force and Air National Guard. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.