James Richardson is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and firm‑approved planning tools, managing approximately $2.74 trillion in client assets.

Dustin Lisk is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he serves on the finance committee of Bethany United Methodist Church. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients with public finance and institutional fiduciary solutions.

Kelley Moore is a financial advisor at UBS Financial Services with Series 63 and Series 66 designations and three years of industry experience. Prior to joining UBS, Moore worked at The Vanguard Group and the Telra Institute, and has also held various self-employed roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm offers a broad range of wealth management, trading, and capital markets services through an extensive network of financial advisors.

James Perryman Jr. is a financial advisor with Robert W. Baird & Co. in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory work, he is the sole partner of Perryman & Perryman LLC, an entity established for limited liability purposes. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary strategies.

Matthew Aument is a CFP® professional with 20 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, he maintains an active LLC in North Carolina. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Jackson Miller is a CFP® professional with 14 years of industry experience. He is currently with LPL Financial and previously worked at Edward Jones for 14 years. Miller’s other activities include part-time involvement in non-variable insurance related to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationally. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management, supported by research and diverse investment strategies.

Katherine Whitted Groetzinger is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with UBS since 2015. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Langston Mallouky is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Before joining UBS in 2018, he worked at The Vanguard Group for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.

Leonard Golub is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having 33 years of industry experience. He has been with UBS Financial Services since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Justin Robinson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2024, he worked at Principal Life Insurance and Principal Securities from 2022 to 2024. His background also includes a variety of roles outside finance, such as positions at Uber and Madewell Concrete. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a wide range of advisory programs and financial planning services, employing both discretionary and non-discretionary management strategies supported by research and various portfolio options.

Julia Fleming is a financial advisor at LPL Financial with four years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group, Inc. for two years. Outside of finance, she has experience with the Mystic Seaport Museum and academic community engagement roles at Siena College. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, leveraging both discretionary and non-discretionary management supported by research and diversified investment strategies.

Dagmar Adams is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. She worked at Pruco Securities, LLC and Prudential Insurance Company of America from 1986 to 2024 before joining LPL Enterprise in 2024. Outside of her advisory work, she is the owner of Gem Jewel MFG, LLC, a non-investment-related business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Conor Clougherty is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Guardian Wealth Advisors, North State Bank, Aptus Capital Advisors, and Gordon Asset Management. Outside of finance, Clougherty is a football official, officiating ACC games since 2015 and participating in the NFL’s Mackie Development Program since 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Geoffrey Roberts is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Express Financial Advisors Inc. for 24 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as president and a board member of the Charlotte International Cricket Club. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth clients and delivers its services through a centralized consulting team in partnership with financial advisors.

Kadeem Griffith is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen, TIAA, and J.P. Morgan Chase. Outside of advising, he is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Carol Guidry is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining UBS in 2024, she was with Truist Advisory Services and Truist Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Noah West is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry, such as at Vitense Golfland and MacGregor Downs Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing clients with tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Matthew Abramo is a CFP® with two years of industry experience, currently affiliated with Osaic Wealth, Inc. He has held roles at Campas Legacy Planning, Inc. and Woodbury Financial Services, INC, among others. Outside of his advisory work, he serves as managing member of Twin States Property Group LLC, an entity focused on the acquisition and management of real estate investments. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessment methodologies to build portfolios across a broad range of asset classes.

Rebecca Day is a financial advisor with Merrill based in Charlotte, NC. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Her career includes 12 years with Bank of America, N.A. and 24 years with Merrill. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s broader services, providing access to a wide range of products.

Chaminuka Holliman is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, Chaminuka works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. Their expertise spans general investing, retirement planning, and preparing for unexpected financial needs. Chaminuka holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. They also provide access to specialized Bank of America resources in banking, credit, home financing, and small business solutions to support clients' comprehensive financial needs.