Kevin Curley II is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Clearfront Advisory, Global Wealth Advisors, LLC, and UBS Financial Services. Outside of his advisory work, he is the sole owner of Koele Capital LLC, a private entity involved in securities, advisory, and insurance business activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and access to multiple investment strategies.

Jonathan Chow is a financial advisor with Edward Jones in Wesley Chapel, NC. He holds the ChFC® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions with the Charlotte Surgery Center and the Charlotte-Mecklenburg Police Department. He serves as a Reserve Deputy with the Mecklenburg County Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Alexander Witten is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at The Vanguard Group. Outside of his advisory work, he has been involved with Providence Baptist Church for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research assistance.

Scott Davis is a financial advisor with LPL Financial in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses, with 32 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades, and more recently at OSAIC. Davis has business interests including a non-investment-related corporation and involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and investment platforms, utilizing a large network of advisors and technology tools, with assets under discretionary management exceeding $819 billion.

Osten Waite is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at SafeStreets and Earl Enterprise and was a professional golfer from 2017 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling as part of its financial planning process.

James King is a financial advisor at Merrill with Series 63 and Series 65 credentials and 26 years of industry experience. His career includes multiple tenures at Merrill and Wells Fargo Clearing. Outside of finance, he owns a wedding and event photography business and serves as an advisory council member for the Mecklenburg County Aquatic Council. 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 a range of individual and institutional clients.

Caroline Wyker is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has worked at UBS Financial Services since 2009, with a brief employment gap from 2019 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans, combining institutional trading capabilities with wealth management services.

Alejandro Luna is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, The Vanguard Group, and Bank of America. Outside of his advisory role, he serves on the advisory board of Youth Finance USA, holds a board position with the YP Charlotte Regional Business Alliance, and is actively involved with alumni organizations at Hampden Sydney College. Merrill, along 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Peter O'Neal is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to his current role, he worked at Navex Global and has engaged in entertainment work as a performer with Show Creators Incorporated, appearing as a rolling robot character at events. 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, supported by a centralized manager solutions team.

Jared Busby is a financial advisor at Merrill Lynch Wealth Management and a member of The L/A Wealth Management Group. He specializes in developing personalized financial strategies designed to help clients pursue their long-term goals, focusing on areas such as college education planning, executive compensation, family wealth management strategies, and personal retirement planning. Jared holds a Bachelor's Degree from Clemson University and an MBA from the College of Charleston. He carries professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). With nearly six years of experience serving clients in Charlotte, NC, he applies a tailored approach, combining personal insight and professional expertise to align clients' financial goals with their passions and values. Originally from the Northern Virginia suburbs of Washington D.C., Jared enjoys outdoor activities such as fishing, hiking, camping, golf, and watching Charlotte FC soccer. He is also committed to community involvement and participates in volunteer work with local organizations.

Carson Page is a financial advisor with LPL Financial, holding a Series 65 designation and beginning his advisory career in 2026. His prior roles include positions at Hillcrest Financial Group, Commonwealth Financial Network, and Nisa Investment Advisors LLC. He has also worked outside finance at Corbett Masonry and Mosquito Joe of Cincinnati, and studied at Washington University in St. Louis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by extensive technology and a large network of advisors.

Erin Caldwell is a financial advisor at LPL Financial with Series 66 credentials and approximately one year of industry experience. Her prior work includes roles at Commonwealth Financial Network, Wealthmark Advisors, and experience in education and retail sectors. She also operates a self-employed business called Styled & Inspired. 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 through a large network of advisors and utilizes a variety of investment strategies supported by research and technology tools.

Brian Marsee is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, SC. He has 16 years of industry experience, including over a decade with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, participant-level retirement advice, and institutional platforms.

Nelson Thompson is a Series 66-licensed financial advisor with Morgan Stanley in Charlotte, NC, and has 13 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Outside of his advisory work, he is involved in designing and purchasing custom jewelry through Amanda Thompson Design. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized strategies including private funds and structured products.

Macintosh Donner is a CFP® certificant with six years of industry experience, currently affiliated with Charles Schwab. He has worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2022, and previously spent two years with The Vanguard Group, Inc. Donner’s background also includes roles in academia and various non-financial positions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Charles Miller is a Financial Consultant at Fidelity Investments, where he currently provides comprehensive financial planning and guidance. He collaborates closely with clients and their families to develop financial plans that align with their goals and vision. Before his current role, Charles served as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Solutions Representative from 2021 to 2022. His experience spans various aspects of investment consulting and solutions within the financial services industry.

James Trull is a financial advisor with LPL Financial in Fort Mill, SC, holding CFP® and ChFC® designations and industry licenses Series 63 and 65. He has 39 years of experience in the financial services industry, including roles at Commonwealth Financial Network and Keystone Financial Partners. Outside of advising, Trull founded The Senior Resource Alliance of the Triangle, a professional networking group, and is involved with a photography group called The Focus. He also teaches courses at the Osher Lifelong Learning Institute at North Carolina State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. 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 extensive research and technology tools.

Duy Nguy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and three years of industry experience. He has been associated with LPL Financial since 2004. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various tools and investment options.

Nicholas Quigley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. He studied at the University of North Carolina from 2016 to 2020. 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 large network of advisors and various operational tools.

Trent Thomas is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Charles Schwab since 2006 and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves a large client base primarily comprised 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 discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.