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.

Geoffrey Roberts is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at American Express Financial Advisors Inc. for 24 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as president and a board member of the Charlotte International Cricket Club. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves high-net-worth clients and delivers its services through a centralized consulting team in partnership with financial advisors.

Kadeem Griffith is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Nuveen, TIAA, and J.P. Morgan Chase. Outside of advising, he is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Carol Guidry is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining UBS in 2024, she was with Truist Advisory Services and Truist Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Noah West is a financial advisor with UBS Financial Services in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles outside the financial industry, such as at Vitense Golfland and MacGregor Downs Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing clients with tailored financial planning and portfolio management based on proprietary research and capital market assumptions.

Matthew Abramo is a CFP® with two years of industry experience, currently affiliated with Osaic Wealth, Inc. He has held roles at Campas Legacy Planning, Inc. and Woodbury Financial Services, INC, among others. Outside of his advisory work, he serves as managing member of Twin States Property Group LLC, an entity focused on the acquisition and management of real estate investments. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessment methodologies to build portfolios across a broad range of asset classes.

Rebecca Day is a financial advisor with Merrill based in Charlotte, NC. She holds Series 63 and Series 66 designations and has 24 years of industry experience. Her career includes 12 years with Bank of America, N.A. and 24 years with Merrill. Merrill provides managed account services through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s broader services, providing access to a wide range of products.

Chaminuka Holliman is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, Chaminuka works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. Their expertise spans general investing, retirement planning, and preparing for unexpected financial needs. Chaminuka holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. They also provide access to specialized Bank of America resources in banking, credit, home financing, and small business solutions to support clients' comprehensive financial needs.

Steven Cataldo is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023. His background includes roles in higher education at Winthrop University and the College of Charleston, as well as positions in hospitality and fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Benjamin Fikejs is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. His prior work includes roles at Raymond James, Fidelity Investments, and Alba Study Abroad Barcelona. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Kirby Horan Adams is a financial advisor at LPL Financial with 20 years of industry experience and holds the Series 66 designation. He has worked at LPL Financial since 2006 and has been associated with Fortigent, LLC since 2015. 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, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.

Dale Lehenbauer is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2013. He is a member of the Finance and Investment Committee at Benton's Crossroads Baptist Church, where he helps produce and oversee the budget. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by extensive research and a broad affiliate network.

Christopher Ekstrom is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His career includes roles at Bank of America, FIFTH THIRD BANK, and Oneamerica Securities. Outside of advisory work, he assists his wife with her sales business through Lil & Clem Sales, LLC. Merrill provides managed account services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated with Bank of America’s broader platform.

Mark Greer is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services alongside its retail advisory offerings.

Christie Keenan is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. She has worked at J.P. Morgan Securities and affiliated entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.