Anthony Moffa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior roles include positions at Linden Thomas & Company and TIAA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, combining internal research and manager selection with model-traded strategies and tax-management capabilities.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diane Malison is a financial advisor with Raymond James Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has been with Raymond James Financial and its affiliates since 1993 and is the owner and president of The Malison Financial Group, LLC, a support company for her Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using analytical tools to tailor recommendations based on client goals. The firm also offers municipal advisory services and specialized retirement plan consulting programs.

Brad Kirchenbaum is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Merrill since 2010. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Jason Mayer is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. 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 model-based asset allocations to tailor investment plans.

Norah Pliss is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and The Vanguard Group, Inc. prior to her current role. Outside the financial industry, she has experience with community-focused nonprofit City Year and entrepreneurial activities at Flamingo Kid Enterprises and Holey Cream. 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, and institutions.

Thomas Curry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Capital Guardian Wealth Management. Outside of his advisory work, he is involved in tax preparation services and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Catherine Hunter is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and acts as a Trustee for Hemphill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Richard Jarman is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a co-owner and managing partner of multiple investment-related businesses involving commercial rental properties and farmland leases. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Amelia Metzler is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she held positions at Bank of America Merrill Lynch, North Star Resource Group, and Saint Francis University. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Adams is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. In addition to his advisory role, he has been affiliated with New York University since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Donald Wolf is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Begay and Associates from 2008 to 2016. Outside of his advisory role, he owns a business that facilitates award sales and logistics in the Northeast region and writes financial plans for other Ameriprise advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its strategies, which include asset allocation and tax-aware withdrawal approaches, operating within a framework influenced by affiliated product partnerships.

Jordan Bilodeau is a CFP® with nine years of industry experience, currently affiliated with Mass Mutual Investors Services. He has worked at Spaugh Dameron Tenny since 2017 and previously at HF Financial from 2015 to 2017. Bilodeau also serves as Director of Financial Planning at an affiliated entity in Charlotte, NC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Gage Mayer is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held roles at DEECO Inc, the North Carolina Department of Agriculture, and other local businesses prior to joining UBS. Mayer’s background includes diverse positions across both public and private sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Brendan Kelleher is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has spent his entire career with the firm since joining in July 1990. Brendan holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Brendan graduated from the University of North Carolina at Chapel Hill in May 1990 with a degree in Economics and earned a master's degree from Harvard University, concentrating in Finance. His areas of focus include legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. Outside of his professional work, Brendan is a member of the Carmel Country Club and spends his personal time golfing, running, traveling, and with his family.

Ethan Rahrig is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience at Carepoint, Inc. and Benestar Brands. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Lauren Barricklow is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 credential. Prior to joining Equitable Advisors, she has held diverse positions across various industries and is also the owner and CEO of Pyre Investments LLC. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.