Nicole Blumenthal is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns a business related to art and culture in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its services.

Matthew Knight is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as an at-large board member for the Forest Hills Swim Club in Lancaster County. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management options and investment platforms, managing over $256 billion in assets.

Barry Gilrane is a financial advisor with LPL Enterprise, holding Series 63, Series 65, and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Barry is based in Charlotte, NC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of various financial products, including insurance, and collaborates with third-party portfolio managers and trust custodians.

Brandon Roy is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various other firms. He has also worked briefly in the hospitality and retail sectors. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary SMAs, using multi-asset model portfolios and a centralized operational structure.

Aleyda Maylone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for fourteen years before joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a broad range of products and research-driven strategies.

Russell Miller is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of his advisory role, he owns a real estate business, ERC Partners LLC. Ameriprise provides retirement-income planning services targeting clients with substantial investable assets, combining research-driven, model-based recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Heath Courtright is a financial advisor with LPL Financial in Weddington, NC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with LPL Financial since 2013. Courtright operates under the DBA Epic Capital Wealth Management in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Max Hockenberry is a CFP® and ChFC® with 40 years of industry experience. He has worked at OSAIC since 2018 and previously spent over three decades at Signator Investors, Inc. In addition to his advisory role, he is the managing partner of Maxworth Consulting Group, LLC, where he provides consulting services related to healthcare staffing assessments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Shannon Ostinelli is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2017, she worked at TIAA-CREF from 2013 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jordan Hernandez is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, Hernandez has a minority ownership interest in Untamed Waters Brewing, LLC, a brewery and brewpub in Fort Mill, South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Neeraj Arya is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2018, he worked at 230FA LLC and Ironstate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jaime Walker is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 12 years of industry experience. Prior to joining LPL Financial, Jaime spent 10 years at The Vanguard Group, Inc. He is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Brooke Taylor is a financial advisor with LPL Financial based in Fort Mill, SC. She holds a Series 65 designation and has one year of industry experience. Prior to joining LPL Financial, Brooke worked in roles at Fleet Feet, Unilever, FoodWare, Berkadia, Equitable Advisors, and Project Destined. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Kiana Lopez is an Investment Consultant at Fidelity Investments, a role she has held since 2024. She partners with clients to develop and implement plans aimed at achieving their financial and personal goals, emphasizing understanding clients' priorities to build trust and co-create effective strategies. Kiana has been with Fidelity Investments since 2020, progressing through various roles including Financial Representative, Central Relationship Manager, and Relationship Manager before her current position. She holds an Arkansas Insurance License. Outside of her professional career, Kiana enjoys activities such as family time, fitness, exploring food, social events with friends, outdoor adventures, and spending time with pets.

Christopher Stevens is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services from 2016 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tiffany Rozek is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations with a broad platform of capital markets and wealth management services.

Jennifer Kasbek is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Hamilton is a financial advisor at LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation with 10 years of industry experience. He has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, utilizing a combination of discretionary and non-discretionary management supported by research and model portfolios.

Dwight House is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. before joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Owen Culver is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual and Alexander Youth Network. Outside of financial advising, he serves as a Range Safety Officer and is involved in firearm sales at Point Blank Range. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.