Richard Fuller is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2009 and 1995, respectively. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Kent Cullinane is a financial advisor at LPL Financial with six years of industry experience and holds the Series 66 designation. His prior roles include positions at Dunham & Associates Investment Counsel, TP ICAP, Barclays, and Abel Noser Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Young is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Young serves on the board of the MPHS Foundation, a charity based in Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Victoria Swanson is a financial advisor with LPL Enterprise and holds a Series 66 designation. She has 27 years of experience in the financial services industry, including previous roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory work, she has been involved in a remodeling business for over two decades. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform combining adviser programs with brokerage and insurance sales.

Amanda Shives is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. Her prior work includes roles at Merrill, Bank of America, Western Governors University, Speedway Motorsports, Inc., and Gaston College. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates nationwide with over 14,000 advisors and approximately $671 billion in assets under management, offering both brokerage and advisory solutions.

Trevor Hoke is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, where he worked for 5 and 13 years, respectively. 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 integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Jonathan Brackis is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Morgan Stanley in Washington, DC, having previously worked at Wells Fargo Advisors and Wachovia Bank. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, utilizing structured discovery conversations and firm-approved tools to support client outcomes.

Kenneth Pryce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank, Foreside Fund Services, and 2XIDEAS US Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Corey Barnes is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily 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 mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from Schwab’s research teams, supported by its integrated custody and brokerage platform.

Eric Radinsky is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

James Ellison is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC. He holds a Series 65 designation and has four years of industry experience. Ellison is also president of JLT Associates LLC, operating under the name Ellison Capital Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Jeremiah Fitzpatrick is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ameriprise since 2005. Outside of his advisory role, Fitzpatrick is involved in real estate investment through multiple LLCs and occasionally participates in poker tournaments. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with financial advisors.

David Steele is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018, with prior roles at Wells Fargo and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

James Tuttle is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, supported by model portfolios, third-party research, and advanced portfolio management technologies.

Archie Garner Jr. is a CFP® professional with four years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at The Vanguard Group and running Archie's Lakeshore Bakery. LPL Financial is a registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and portfolio management solutions supported by proprietary and third-party research.

Sean Martin is a financial advisor at Edward Jones in Charlotte, NC, holding CFP® and Series 66 designations with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and 15,100 branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Reginald Mccall is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 designations and possessing 22 years of industry experience. His prior roles include 12 years at Prudential Insurance Company of America and Pruco Securities, LLC. Additionally, he works as a tax associate with H&R Block. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Isaiah Gash is an Investment Consultant who collaborates with individuals and families to develop customized financial strategies tailored to their goals, priorities, and long-term vision. He employs a collaborative planning approach based on clarity and trust to guide clients confidently as their needs and circumstances change.

Alexander Zikos is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation. He has been with Ameriprise since 2023. Prior to this role, he worked at Roberts & Ryan and has experience in the food service industry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Bush is a financial advisor with Robert Baird & Co. in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons LLC since 2008. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a mix of in-house and third-party managers and a range of investment approaches.