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.

Eric Tolmie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously spent 25 years at Commonwealth Financial Network before joining LPL Financial. Tolmie is also involved in tax preparation through his private firm, Eric C. Tolmie Financial Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by a large network of advisors and advanced operational tools.

Michael Fraebel is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Accenture LLP, Insight Sourcing Group Holdings, and Harbert Management Corporation. 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 through a non-discretionary program. The firm’s advisory approach combines quantitative and qualitative due diligence supported by forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

John Anderson is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2011, alongside his tenure at Merrill Lynch beginning in 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates a range of investment strategies overseen by its CIO and platform team, with a focus on tax-efficient implementation and close affiliation with Bank of America’s broader banking and capital-markets platform.

Noah Ingalls is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at UBS Financial Services and Churchill Real Estate, as well as an academic position at Queens University of Charlotte. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Centario Grier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and NYLIFE Securities, among other firms. Grier is a 50% owner of J&G Legacy Financial Group LLC, which operates for Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Tanner Trites is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Pruco Securities LLC and Walker and Associates with Ameriprise Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning.