Edward Wiederspiel is a financial advisor at UBS Financial Services in Charlotte, NC, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Carl Edwards Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, previously working with Lincoln Financial Securities and Calton & Associates, Inc., among other firms. Outside of his advisory role, he serves as Secretary for the Under the Fig Tree Foundation, Inc. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers discretionary and non-discretionary management, access to unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Graham Burke is a financial advisor with LPL Financial in Charlotte, NC, holding the CFP® designation and Series 66 license, with five years of industry experience. He has worked at several firms including OSAIC and The Prudential Insurance Company of America. Burke is also a wealth manager at Steward Wealth Strategies, an S Corporation where he manages client relationships and financial plans. 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, supported by technology tools for operational and research purposes.

Andrew Wheeler is a financial advisor with LPL Financial based in Fort Mill, SC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including prior roles at Commonwealth Financial Network and Strong Capital Management Inc. Outside of his advisory work, he is involved in private investment entities and real estate holdings. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Owen Flanagan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network and MFS Fund Distributors, Inc. He is based in Fort Mill, South Carolina. 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.

Thomas Cavanaugh II is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Outside of his advisory role, he is a partner in a restaurant business, Brewburgers, and served as treasurer for the George C. Marshall 45th Reunion Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Lana Hillis is a financial advisor at Merrill with 31 years of industry experience. She has held Series 63, 65, and 66 credentials and has been with Merrill since 2005. 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Montgomery is a CFP®-certified financial advisor with 20 years of industry experience. He has been with LPL Financial since 2014 and previously worked at BB&T Investment Services, Uvest Financial Services Group, Synergy Investment Group, and Grove Point Investments. Montgomery is based in Fort Mill, SC. 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, supported by advisor tools and extensive non-advisory financial activities.

Nicholas Medlin is a financial advisor at Merrill with 17 years at the firm and five years of industry experience. He holds a Series 66 designation. 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 various institutional investors.

Robert Lareau is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. His prior roles include ten years at Cambridge Investment Research Advisors, Inc. and three years with Mass Mutual Investors Services. Robert has also been associated with Main Street Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various financial planning solutions, third-party asset management, and institutional platforms while supporting its advisors with technology and a broad array of non-advisory financial services.

Christian Montero is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Capital Management, Bank of America, Merrill, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Terry Haines is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Cambridge since 2019 and previously held roles with H.D. Vest Advisory Services and other financial firms. Haines also owns and operates TLH Financial Services, Inc., doing business as Haines Financial Services, Inc. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, ongoing investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Devyn Joyce is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, Devyn’s background includes roles at Insteel Industries, Inc. and involvement with UNC Charlotte’s football program. Outside of finance, Devyn has experience working at Cross Creek Country Club. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

Troy Fonseca is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 10 years of industry experience. He has worked with LPL Financial since 2018 and previously with Woodbury Financial Services INC from 2016 to 2018. Additionally, he is involved with PAUL GLOBAL BENEFITS, an ongoing business activity since 2015. 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 provides a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Glen Tautges is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Wheeler DeGraaf Financial, Commonwealth Financial Network, and DeGraaf Financial. In addition to advisory work, he is involved in fixed insurance sales. 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 institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support advisors across its broad network.

Tara Kovach is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 designation and five years of industry experience. Her prior roles include positions at Miller McCurry LLC and Commonwealth Financial Network. She also spent ten years with Pittsburgh Opera. 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 financial planning and investment solutions supported by research, technology, and a large network of advisors.

Kristi Hull is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, she worked at UBS Financial Services from 2020 to 2022 and Private Client from 2015 to 2018. Outside of finance, she has been involved with Hawkers Asian Street Fare since 2019. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering various portfolio strategies and technology-supported research tools.

Thomas Nichols Jr. is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2019. His prior work includes positions at PNC Investments, Wells Fargo Clearing, Ameriprise, and McShane Partners. Outside of his advisory role, Nichols serves as a lacrosse official for the Charlotte Area Lacrosse Officials. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad network of advisors with various investment strategies and combines advisory services with a diverse set of financial products and partnerships.

Scott Lieberman is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at TIAA for eight years before joining LPL Financial. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amy Sullivan is a financial advisor with Wells Fargo Clearing in Waxhaw, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. She previously worked at UBS Financial Services Inc. from 2016 to 2017. Outside of her advisory role, she owns and operates Three Point Consulting, providing administrative and bookkeeping services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a mix of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.