Kelli Fountain is a financial advisor with Ameriprise in Matthews, NC, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill for 16 years before joining Ameriprise in 2022. Outside of her advisory role, she serves as a Client Relationship Manager at Dilworth Management Group LLC, supporting Global Rock WM clients operating as a franchise under Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to deliver tailored advice, primarily for clients maintaining assets in Ameriprise Managed Accounts.

Peter Di Blasi is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes roles at Equitable Advisors, Northwestern Mutual, and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to various clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight controls, and advisory roles with multiple registered investment companies.

Ian McDade is a Private Wealth Advisor and founding partner of the McDade Group, an advisory team based in Charlotte, NC within Merrill Private Wealth Management. He focuses on serving a select number of individuals, families, and institutional clients with significant wealth, providing a high level of service to clients with $10 million to $100 million in investible assets. With over 28 years of experience in the financial services industry, Ian has advised founders, corporate executives, professionals, business owners, and institutions on succession planning, wealth transfer, philanthropic strategies, investment management, and preparing the next generation to manage significant wealth. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, and the Certified Plan Fiduciary Advisor® designation. Ian earned a Bachelor of Science in Biology and German from Hampden-Sydney College and has completed executive education programs at several business schools including Stanford, Wharton, Georgetown, Chicago Booth, Harvard, and Dartmouth's Tuck School of Business. Ian is actively involved in his community, serving as a Founding Trustee of the PGA Foundation for the Carolinas and as a board member of GenOne, a nonprofit that supports first-generation college students from underserved communities. He lives in Charlotte, NC with his wife and three children.

Ross Hendrix is a financial advisor with Raymond James Financial in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Citi Private Alternatives, CitiGroup, and Wells Fargo Clearing. Outside of advisory work, he is an associate at Pinnacle Asset Management, where he serves as a licensed bank advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services.

Kathryn Felts is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at Regions Bank, Cetera Investment Services, and BB&T in various capacities. Outside of her advisory role, she is a partial owner of Felts Family Limited Partnership, a real estate rental business. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Kylie Goodwin is a financial advisor at Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at Valuable Capital Securities, LLC and several positions in the hospitality sector. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Helen Nix is a financial advisor at Merrill with Series 63 and Series 65 credentials and four years of industry experience. She has worked at Merrill since 2023 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients, including individuals, high-net-worth clients, and corporate fiduciaries. The firm is integrated into Bank of America's corporate platform, providing access to a wide set of products and services.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. Outside of his advisory work, he has served as a server at Selwyn Pub. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various portfolio management options.

Ryan O'Connor is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Ameriprise, The Vanguard Group, and Wolters Kluwer. 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 advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Sharon Morrow is a Financial Advisor with Merrill Lynch Wealth Management. She provides financial planning and investment advice to clients, helping them manage their wealth and achieve their financial goals. Sharon's role involves working closely with clients to develop tailored financial strategies based on their individual needs. Sharon operates within Merrill Lynch's Wealth Management line of business, leveraging the firm's resources and expertise to serve her clients effectively. Specific details regarding her prior experience, education, credentials, or personal interests were not provided.

Glenn Hines is a CFP® professional affiliated with Raymond James Financial Services Advisors, Inc., with 32 years of industry experience. He spent over three decades at Edward D. Jones & Co., L.P. before joining Raymond James in 2026. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, charitable organizations, and government entities, with specialized programs for small businesses and municipal clients.

Clarence Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined The Feraci Group in 2018. Prior to that, he worked as a Registered Representative at Vanguard and as a Relationship Manager for a financial planning software firm. Clarence focuses on developing financial strategies tailored to high-net-worth individuals, their families, and businesses. His work encompasses various aspects of clients’ financial lives, including investments, tax minimization strategies, retirement assets, and lending services provided through Bank of America. Clarence aims to create clear, actionable plans to help clients build, manage, and preserve wealth for current and future generations. He holds a Bachelor’s degree from Appalachian State University and the Personal Investment Advisor (PIA) professional designation. Clarence strives to bring simplicity and clarity to his clients’ financial lives by creating customized strategies that align with their personal goals.

Mikael Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since 2000. He provides consulting services primarily to organizations and high-net-worth individuals, focusing on 401(k) plan consulting, portfolio management, individual wealth strategies, and retirement income planning. Mikael's approach is based on long-term investment fundamentals while adapting to changing market conditions to align clients' financial strategies with their long-term goals. Mikael holds a Bachelor's Degree and a Master's Degree from the University of Illinois at Chicago. He has earned several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of the National Association of Plan Advisors and The Investments & Wealth Institute. Outside of his professional work, Mikael enjoys cooking, hiking, music, reading, spending time with his family, traveling, and watching movies.

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.