Andrew Sbardella is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and three years of industry experience. He serves as a referee for high school and middle school soccer with the NCHSAA and coaches for the Bethel Vikings Wrestling Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives and third-party asset managers.

Charles Inglefield IV is a CFP® professional with 28 years of experience in the financial services industry. He has been with LPL Financial since 2006 and previously worked at Raymond James Financial Services. Inglefield is also the sole owner of Holy Cow Publications, LLC, under which he self-published the book "Holy Cow, You're Retiring." LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Wilczek is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has been with UBS since 2026. Outside of his advisory role, he is involved with Bradshaw Social House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Henry III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2017, bringing extensive experience in financial services dating back to 2000. James specializes in areas including wealth and investment management, cash flow planning, legacy planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Florida State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is a member of the Queen City Corvette Club and participates in community involvement with Princeton's Meow in Concord, NC. Outside of his professional life, James enjoys spending time with his family, boating, football, gardening, golfing, and traveling. He is also an enthusiast of Corvettes and classic cars, and participates in motorsports and Cars and Coffee events.

Shaun Rashley is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked with LPL Financial since 2010 and was previously with Uvest Financial Services Group, Inc. from 2008 to 2010. 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, and institutional platforms.

Nicholas Stapleton is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Lima One Capital, Colby College, Apple Mountain Golf Club, Amarillo Bulls Hockey Club, Shanty Creek Resorts, and Culver Academies. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a wide range of capital markets and lending services.

Christopher Gurganus is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations and bringing 22 years of industry experience. He previously worked at John Hancock for 15 years before joining OSAIC in 2018. Gurganus also conducts business under Capitol Financial Solutions and works as a broker recommending fixed insurance products as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party managers, and is notable for its scale, consolidation activity, and complex affiliate network.

Joseph Silva is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Silva served 16 years in the United States Marine Corps. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a broad network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

John Shinas is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses. Although he is new to the industry with less than a year of experience, he has a longstanding background in business through his role at Insulating Services, Inc. since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Robert Garret is a financial advisor with LPL Enterprise who holds the Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Hui Zhu is a CFA® charterholder and holds a Series 66 license with six years of experience in the financial services industry. They are currently with LPL Financial and have previously worked at Commonwealth Financial Network, Quantis Wealth Management, and Oppenheimer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jessica Abrams is a CFP® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and has held prior roles at Pacific Crest Wealth Planning, Commonwealth Financial Network, and Facet Wealth, among others. Abrams also serves as a Personal Financial Councilor with Magellan Federal and is a Notary Public in Truckee, CA. 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, and institutional platforms, with support from advanced operational and research tools.

Kedishia Grant is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services, Wells Fargo Bank, and Charlotte Metro Credit Union. 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 financial planning and asset management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Parker Dowd is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2008. 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 a variety of investment strategies and operational tools.

Justine Mc Carthy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and The Vanguard Group. 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 financial planning and investment management services supported by a large network of advisors and various institutional platforms.

Edison Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has served as a relationship manager, focusing on evolving client experience standards and the goal identification process. Edison and his team provide clients with comprehensive wealth management strategies, combining Merrill Lynch’s investment insights and the banking services of Bank of America to address various aspects of their financial lives. Edison began his career in the financial services industry in 2014. His expertise covers a wide range of areas including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science in Business Administration from the University of North Carolina at Wilmington. Edison is bilingual in English and Spanish. Outside of his professional role, Edison and his wife Carly reside in the Charlotte area. He has interests in camping, football, golfing, hiking, music, running, soccer, traveling, and spending time with family. He is involved in community organizations such as the Charlotte Rescue Mission and the Humane Society of Charlotte.

John Nguyen is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Clarendon Wealth Management, and Ameriprise. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. 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, and third-party asset management, supported by technology and a large network of investment adviser representatives.

Edward Jordan is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and offering 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a licensed agent for individual life and health insurance and owns Jordan Wealth Management LLC, which is used for managing business income and expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as estate settlement and divorce planning.

Ashton Dufresne is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including involvement with Mason Jar Matthews LLC, an Irish public house. 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 strategies supported by a large nationwide network of advisors and branch offices.