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.

Peter Konapitsky is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Brighthouse Securities, Metlife Investors Distribution Company, and several real estate-related ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benjamin Crotty is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. Before joining LPL Financial in 2024, he worked at Wells Fargo Clearing Services and several other firms across financial services and related industries. 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, including model portfolios, third-party asset management, and institutional platforms.

Melissa Gallagher is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for Commonwealth Financial Network for 10 years before joining LPL Financial. 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 access, and institutional platforms, supported by a network of over 22,900 advisors and more than $819 billion in discretionary assets.

Sean Mcandrew is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 16 years of industry experience. He previously worked with Commonwealth Financial Network and is a co-owner of I&M Wealth Advisors, a private entity focused on 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 through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized 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 the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney for seven years before joining LPL Financial in 2018. He is based in Fort Mill, SC. 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 and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Christopher Mc Alister is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cambridge and other investment firms since 2017. Outside of his advisory role, he owns and operates small business ventures including an eBay sales enterprise and a business entity called Catapult Industries. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Anna Catherine Wilson is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Golub Capital and JPMorgan Chase Bank, N.A. Outside of her financial career, she has experience working in summer camps and the restaurant industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and may include ESG considerations.

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 at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Fifth Third Bank for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stuart Wainscott is a CFP® professional with over 31 years of industry experience, currently serving at Raymond James Financial. His career includes over 20 years with Raymond James & Associates and 14 years at US Airways. He owns AWA Group LLC, a business entity used for liability purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Christopher Warren is a CFA® charterholder and holds a Series 66 license. He has nine years of industry experience, including his current role at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Compass Group USA. 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 and offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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 at Robert W. Baird & Co. in Charlotte, NC, holding Series 63, 65, and 66 designations with 34 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is an investor in NLA Diagnostics, LLC. Harry is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing manager-traded and model-traded SMA strategies alongside tax management and direct indexing.

Parker Touma is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining LPL Financial, his background includes roles at Transylvania University, Baird, and involvement with entities such as Museum Bees and Hunting Creek Country Club. 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 and model portfolio programs, supported by a large network of investment adviser representatives and technology tools for research and operations.

Shannon Munton is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and over 31 years of industry experience. Prior to joining LPL Financial in 2024, Munton worked at Charles Schwab, TD Ameritrade, and Scottrade. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Lisa Sorrentino is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at LPL Financial since 2012, with prior roles at Scott & Stringfellow, LLC and BB&T Investment Services, Inc. Additionally, she has outside employment as a part-time seasonal associate at TJMaxx. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad suite of operational and research tools.

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.

Nathan Weir is a CFP® professional with seven years of industry experience, currently serving at OSAIC since 2019. His prior experience includes roles at First Financial Federal Credit Union of Maryland and Morgan Stanley. Outside of OSAIC, he also works as a financial planner with Capitol Financial Solutions. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services. The firm uses a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various tools and a complex network of affiliated entities.