Korey Speight is a Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2019, he has focused on helping clients simplify complex financial decisions and develop more structured, intentional strategies. Korey partners with successful professionals to bring clarity and discipline to their finances, emphasizing investment management, retirement planning, and long-term wealth strategies. A graduate of the University of North Carolina at Charlotte, Korey holds a Personal Investment Advisor (PIA) designation. He adopts a relationship-driven approach, emphasizing a deep understanding of each client's goals, priorities, and values to achieve strong financial outcomes. Outside of his professional work, Korey is involved with the UNC Charlotte Alumni Board. He enjoys golfing, often connecting with clients and colleagues on the course, as well as traveling and attending sporting events, particularly basketball and football.

Kelly Martin is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining Wells Fargo Clearing in 2019, Martin worked at LPL Financial from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, and participant education. The firm uses an IPS-driven approach based on modern portfolio theory and serves as an ERISA fiduciary when providing investment advice.

Marjori Brown is a financial advisor at Morgan Stanley in Charlotte, NC, with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has worked previously at Rockefeller Financial LLC, Barings LLC, and Wells Fargo Securities. Outside of her advisory work, she is employed as a sales associate at Anthropologie. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm employs a structured planning process using approved tools and market models, managing approximately $2.74 trillion in client assets.

Andrew Viditz Ward is a CFP® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He previously worked at Credit Suisse Securities (USA) LLC and has a background that includes four years at Appalachian State University. Ward serves as a board member of the Anniston Chase Homeowners Association and operates as an independent insurance agent through Viditz-Ward Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of investment platforms and strategies.

Brandon Martin is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop and implement personalized financial plans tailored to their goals. He leverages his experience to help clients navigate various life stages and work toward improved financial outcomes. Brandon has been with Fidelity Investments since 2021, progressing through roles from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2024. His background includes identifying opportunities to strengthen financial plans and providing ongoing support to clients. Outside of his professional role, Brandon enjoys activities such as board games, bowling, hiking, playing instruments, and traveling.

Paul Panuccio is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicole Blumenthal is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns a business related to art and culture in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its services.

Mark Lucas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Matthew Knight is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as an at-large board member for the Forest Hills Swim Club in Lancaster County. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management options and investment platforms, managing over $256 billion in assets.

Barry Gilrane is a financial advisor with LPL Enterprise, holding Series 63, Series 65, and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Barry is based in Charlotte, NC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of various financial products, including insurance, and collaborates with third-party portfolio managers and trust custodians.

Brandon Roy is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various other firms. He has also worked briefly in the hospitality and retail sectors. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, using multi-asset model portfolios and a centralized operational structure.

Aleyda Maylone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for fourteen years before joining UBS. UBS Financial Services Inc. 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 through a broad range of products and research-driven strategies.

Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of his advisory role, he owns a real estate business, ERC Partners LLC. Ameriprise provides retirement-income planning services targeting clients with substantial investable assets, combining research-driven, model-based recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with LPL Financial since 2013. Courtright operates under the DBA Epic Capital Wealth Management in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Max Hockenberry is a CFP® and ChFC® with 40 years of industry experience. He has worked at OSAIC since 2018 and previously spent over three decades at Signator Investors, Inc. In addition to his advisory role, he is the managing partner of Maxworth Consulting Group, LLC, where he provides consulting services related to healthcare staffing assessments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Shannon Ostinelli is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2017, she worked at TIAA-CREF from 2013 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jordan Hernandez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, Hernandez has a minority ownership interest in Untamed Waters Brewing, LLC, a brewery and brewpub in Fort Mill, South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Neeraj Arya is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at 230FA LLC and Ironstate. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jaime Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 12 years of industry experience. Prior to joining LPL Financial, Jaime spent 10 years at The Vanguard Group, Inc. He is based in Fort Mill, South Carolina. 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, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Brooke Taylor is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 65 designation and has one year of industry experience. Prior to joining LPL Financial, Brooke worked in roles at Fleet Feet, Unilever, FoodWare, Berkadia, Equitable Advisors, and Project Destined. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.