Helen Nix is a financial advisor at Merrill with Series 63 and Series 65 licenses 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, 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 plans, corporations, and charitable organizations.

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 Certified Financial Planner (CFP®) with seven years of industry experience. He currently serves as a financial advisor at LPL Financial and previously worked at Ameriprise, The Vanguard Group, and Wolters Kluwer. 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 and retirement plan consulting, using both discretionary and non-discretionary management supported by proprietary research and third-party model portfolios.

Sharon Morrow is a financial advisor with Merrill Lynch Wealth Management. She focuses on helping clients pursue the goals that matter most to them through a relationship-driven approach. Sharon takes the time to understand each client's priorities, concerns, and aspirations before developing tailored financial strategies. Her approach involves listening to learn about the client's finances as well as the people, experiences, and values that shape their goals. Sharon assists clients in bringing clarity and purpose to their financial lives through ongoing planning, disciplined investment strategies, and regular communication. Sharon and her husband Miller live near Uptown Charlotte. They enjoy spending time with their two dogs, traveling, and hiking in the North Carolina mountains.

Glenn Hines is a CFP® professional affiliated with Raymond James Financial who has 32 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 33 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports its clients with various advisory programs and institutional consulting resources.

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 been working since 2000. In this role, he serves organizations and high-net-worth individuals, providing expertise in areas such as 401(k) plan consulting, individual wealth strategies, portfolio management, and retirement income strategies. His approach focuses on long-term fundamentals while adapting to the evolving market conditions. Mikael's professional credentials include 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 holds a Bachelor's Degree and a Master's Degree from the University of Illinois at Chicago, Graduate College. 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 with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as a finance committee member for Bethany United Methodist Church and owns Maple Creek Capital, LLC, a business involved in personal real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

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.