Gary Chmielewski is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Gulf Coast Advisory Group from 2010 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment options, supported by a network of approximately 23,701 financial advisors across the United States.

Mark Joyner is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers a range of retail and institutional investment solutions.

Jacob Schreck is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Carnegie Private Wealth and roles outside the financial industry, including work with Muckenthaler Lawn and Landscape and as a student at Queens University of Charlotte. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Grey Wordsworth is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, NYLIFE Securities LLC, and New York Life. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Michael Davis is a financial advisor at LPL Financial with 17 years of industry experience. He has held the Series 66 designation and has worked at LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including 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 plan consulting, supported by research and model portfolios.

Kendall Wilson is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and South Street Brewery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Emily Morreale is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 designation and has prior work experience at AXA Advisors, Nephron Pharmaceuticals Corporation, and OneLife Fitness. In addition to her advisory role, she is involved as a sales associate for a tax account program with Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered adviser and broker-dealer platform.

Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Virginia Brake is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at firms including CapFinancial Securities LLC, Carolinas Investment Consulting LLC, Robinhood Financial, Truist Advisory Services, BB&T Securities, and Robert W. Baird & Co. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.

Howard Shoe Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2009. He is also CEO and President of Shoe Private Wealth Advisors, a wealth management and consulting firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliations.

Michael Spainhour is a financial advisor with Robert Baird & Co., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent a decade at J.J.B. Hilliard, W.L. Lyons, 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 charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies through a combination of in-house and third-party managers to meet client goals and risk tolerances.

Matthew Abbott is a financial advisor at Merrill Lynch Wealth Management, where he joined in July 2023. He began his wealth management career in 2014 at a major insurance and investments broker dealer. Since 2019, he has been a CERTIFIED FINANCIAL PLANNER™ professional, providing clients with comprehensive wealth management and financial strategies focused on holistic wealth planning and tax efficiency. Matthew's expertise encompasses a broad range of financial areas including retirement planning, college education planning, employee benefits, business planning, investment allocations, risk management, and estate planning. He serves a diverse client base including bankers, attorneys, sales professionals, and small business owners, partnering with a team of firm specialists to address various wealth planning needs. Through his affiliation with Bank of America, his clients have access to integrated banking and wealth management services. Originally from Charlotte, North Carolina, Matthew graduated from North Carolina State University in 2015 with a bachelor's degree in business administration. He is involved in community organizations such as Samaritans Feet and is a member of several professional groups including the Charlotte Econ Club and NC State Alumni Association. Matthew attends Myers Park United Methodist Church and engages in activities such as golf, fishing, attending sporting events, and Bible study.

Maria Perez Orozco is a Series 66 licensed financial advisor at Merrill with six years of industry experience. She previously worked at Benjamin Restaurant Group before joining Merrill in 2020 and has been with Bank of America, N.A. since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Janelle Garcia is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Batten is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He joined Cetera in 2019 after working briefly at Foresters Financial Services and earlier employment including Bass Pro Shops and UNC Charlotte. Outside of his advisory role, he is a co-owner of CNL Management, LLC, a family-owned rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a large nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, providing discretionary and non-discretionary portfolio management and financial planning services.

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cola Wealth Advisors. Outside of advising, he is also involved with a non-variable insurance agency related to his financial professional activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering a combination of advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates adviser programs with financial product sales, including insurance, and participates in collateralized lending programs.

Mark Reynolds is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 designation with six years at LPL and a total of five years of industry experience. Prior to his advisory career, he worked for Delta Air Lines, Inc. for ten years. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

John Burns is a CFP® with 54 years of industry experience, currently with Raymond James & Associates in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he owns a rental property on Bald Head Island, NC, which is managed by a property manager. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services using fact-finding interviews, risk profiling, and a range of portfolio management styles supported by affiliated research and model managers.

Stephen Price is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. He serves as a board member on the finance committee of Children's Attention Home, a nonprofit organization providing services to children in need. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Mcnally is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Securities America. In addition to advising, he is involved in independent insurance brokering focused on long-term care through Brighthouse Financial. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.