Christopher Stevens is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for five years before joining LPL Financial in 2021. Stevens is based in Fort Mill, South Carolina. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked for The Vanguard Group, Inc. from 2016 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

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 at Raymond James Financial with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Citi Private Alternatives and Wells Fargo Clearing. Outside of his advisory role, he is also an associate at Pinnacle Asset Management, where he serves as a licensed bank advisor connecting clients to banking and investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs, with notable capabilities in municipal and public finance 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.

Chelsea Emde Gerdine is a financial advisor with Fidelity in Charlotte, NC. She holds the Series 66 designation and has less than one year of industry experience. Prior to joining Fidelity, her work history includes roles in education and various business ventures. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a universe of mutual funds, ETFs, and ETPs.

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. Prior to his current role, he worked in various positions including outside employment at Selwyn Pub. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

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 their individual financial goals through a relationship-oriented approach. Sharon takes time to understand each client’s priorities, concerns, and aspirations before developing tailored strategies. Her approach centers on listening to clients to understand not only their financial situation but also the people, experiences, and values that influence their objectives. She supports clients with ongoing planning, disciplined investment strategies, and regular communication to bring clarity and purpose to their financial lives. Sharon lives near Uptown Charlotte with her husband and their two dogs. She enjoys traveling, hiking in the North Carolina mountains, practicing yoga, playing board games, and spending time with family and friends outside of work.

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.