Forbes Arbaugh is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he worked in various roles including at Backstreets Pub and Bar and the Township of Bethany Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations for tailored client solutions.

Matthew Fillion is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked previously at Fifth Third Bank, AllianceBernstein L.P., and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Laura Ciotoli is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Woodruff is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Caroline Holladay is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Costal Wealth Management and has experience in the education sector at the University of South Carolina and First Baptist School. 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 institutional investors.

Elizabeth Leventis is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Monat and Foresters Financial Services. Outside of her advisory role, she hosts a podcast titled Butterflies & Rainbows. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ethan Burke is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has worked previously at Oppenheimer, Bank of America, Northwestern Mutual, and also has experience in the apparel industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad range of capital markets solutions.

Robert Crigler is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Equitable Advisors since 2001, with additional experience at Axa Advisors and Transamerica Financial Advisors. Outside of his advisory work, he is a member of Buck Hollar, LLC and serves as co-executor of a family will under Royal Financial Partners. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of investment adviser representatives and third-party managers.

Keith Sandvoss is a financial advisor with Edward Jones in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Brian Chapman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Lincoln Financial Securities and Cetera Wealth Services, among others. He is also the owner of Wealth Plan Financial Group, LLC, and WealthGuard Insurance Services, LLC, both based in Charlotte, NC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to proprietary model strategies as well as unaffiliated third-party advisers across various platforms.

Sana Seth is a CFP® and Series 66 registered advisor with J.P. Morgan Securities in Charlotte, NC, with four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022 and previously held roles at PNC and Banana Republic. 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 centralized due diligence and both quantitative and qualitative research.

Karl Stuppnig is a ChFC® with 28 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities, Inc. Stuppnig also works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual 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 emphasizes collaborative, ongoing financial planning relationships and offers various programs including educational seminars and specialized planning services.

Reginald Dees is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Cambridge since 2013 and maintains ongoing roles at Focus Four, Inc. and Brent Dees Financial Planning. He is also an independent insurance agent and serves as a consultant and facilitator for Focus Four, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Zachariah Abiad is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has three years of industry experience. Prior to joining UBS in 2022, he worked at Lowes, FedEx, and HomeGoods. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Paige Donaghy is a Series 66-credentialed financial advisor with six years of industry experience, currently with Morgan Stanley in Charlotte, NC. Her prior experience includes roles at Mass Mutual Investors Services and Arthur J. Gallagher. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Robert Mcmillan II is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as treasurer for the Heron Marsh Villas Unit 53 HOA and is a board member of The Benedicts in Charlotte; he also participates as a guest speaker for Abbvie Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, combining in-house and third-party managers to implement a range of investment strategies from traditional to complex allocations.

Jordan Raniszeski is a CFP® professional with 20 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023, following seven years at Wells Fargo Clearing and an earlier role at Deloitte Investment Advisors LLC. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Daniel Schuette is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Point Blank Range and Queen City K9. UBS Financial Services 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.

Priscilla Jarvis is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, Jarvis worked in the mortgage industry and operates the Charlotte Plant Gallery as an entrepreneurial venture. UBS Financial Services 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 and leverages proprietary research to tailor client solutions.

Kathryn Mclaughlin is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She previously worked at Morgan Stanley and Morgan Stanley & Co. LLC for seven years before joining Wells Fargo in 2016. Outside of her advisory role, she serves as a notary public in Charlotte, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.