William B Lovett III is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Robert Carter III is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Brighthouse Financial, NYLIFE Securities, New York Life Insurance Co., and his own firm, R. Carter & Associates, LLC. He also founded the Bob Carter Foundation for Financial Lit. 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 featuring model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad non-advisory financial services network.

Ealon Thompson III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Commonwealth Financial Network, Stonestreet Wealth Management, and Raymond James Financial Services Advisors, among others. Outside of his advisory work, he owns Roper Woods Productions, LLC, a film production company based in Charlotte, NC. 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 with access to model portfolios, third-party asset managers, and institutional platforms, supported by extensive operational and research tools.

Olivia Romesburg is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, she worked at Wells Fargo for three years and has experience in the restaurant industry. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Blake Knoefel is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved as a coach and player for a church softball team. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple platform solutions, including proprietary model strategies under the Founders Gate Capital brand, and supports both discretionary and non-discretionary portfolio management.

Bradly Collins is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company and New York Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Rashead Harper is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Deutsche Bank Securities Inc. and Wells Fargo Clearing. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and integrated banking and lending solutions.

Isaac Rankin is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2022 to 2026 and spent ten years at Christ School. Outside of his advisory work, he is an author of poetry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and special-needs clients.

Michael Baum is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial. His prior experience includes multiple roles at Commonwealth Financial Network and Weiss, Hale & Zahansky Strategic Wealth Advisors. He is also involved in fixed insurance sales, dedicating a small portion of his time during business hours to this activity. 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 services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Relational Wealth Management and has held various roles including teaching at the Darla Moore School of Business. Outside of his advisory work, he is involved in buying and selling merchandise through online marketplaces such as eBay and Facebook. Equitable Advisors serves a broad range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and client matching to investment models.

Charles Jones is a CFP® certificant with 36 years of industry experience, currently associated with Wells Fargo Advisors since 2024. His prior roles include eight years at Wells Fargo Clearing and a year at Wachovia Securities, Inc. He owns and operates Mecklenburg Wealth Management LLC, an independent practice based in Charlotte, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting net-worth thresholds. The firm offers a broad planning menu supported by proprietary research and planning tools, delivering recommendations through meetings and written summaries, with flexible implementation options.

Bruno Grenci is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including long-term roles at Prudential Insurance Company of America and related entities. Outside of his advisory work, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and various insurance and trustee services.

Brian Reed Jr. is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work history including positions at Howard University and Amazon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations to tailor investment plans.

David J. Cichan is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Southpark Office in Charlotte, North Carolina. He has been a financial advisor since 1991, including 15 years at Smith Barney where he served as Senior Vice President – Investments and Senior Portfolio Manager, before joining Merrill Lynch in July 2007. David focuses on working closely with clients to establish their financial goals and develop, implement, and regularly track strategies aimed at achieving those goals. David holds a Bachelor of Science degree in Business Administration with a concentration in Management from Bloomsburg University, earned in 1980. Before entering wealth management, he spent 11 years in the Human Resources field and operated his own consulting firm for five years. He is a Personal Investment Advisor (PIA) by professional designation. Originally from Pennsylvania, David is married to his wife Lisa and they have two children, Alex and Christian. His personal interests include golfing, music, and yoga.

Dorian Aiello is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Commonwealth Financial Network and has been associated with Aiello, Goodrich & Teuscher for several decades. 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.

Marc Hirshorn is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Commonwealth Financial Network, Blue Haven Strategic Financial Group, and Metropolitan Life Insurance Company. Hirshorn is also the owner and president of Hirshorn Financial Services, LLC, which manages insurance and investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of financial planning and investment management services. The firm supports its advisors with various portfolio programs, third-party management, and advanced tools, overseeing over $819 billion in discretionary assets.

Daniel Gray is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cameron Elliott is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client solutions.

John Childress is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been associated with both LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he works periodically as a security guard for United Event Services and operates an online retail store called Collector's Nexus. 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 access, and institutional platforms, with a focus on providing diversified investment strategies and operational support tools to its network of investment adviser representatives.

Myles Allingham is a financial advisor with LPL Financial in Fort Mill, SC, holding the CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 12 years of industry experience, previously working at Northwestern Mutual in various capacities from 2019 to 2024, as well as at Merrill Lynch and Raymond James earlier in his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.