Kyle Worthy is a financial advisor at Osaic Wealth in Charlotte, NC, with 21 years of industry experience. He has held roles at Osaic since 2018 and previously worked for Signator Investors Inc for 13 years. Outside of his advisory work, Worthy owns and operates a photography business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting various managed account programs and third-party money managers.

Kimberly Negre is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She previously worked at Gerald Dry, PA for 15 years. In addition to her advisory role, she is involved with Alpha Omega Financial, LLC, operating as an accountant. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a network of Investment Adviser Representatives and emphasizes matching clients to model portfolios and third-party managers, offering a range of investment options including mutual funds, ETFs, and alternative investments.

Elizabeth Mara is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Harvest Wealth Management and Commonwealth Financial Network. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Burns is a CFP® professional with 28 years of industry experience, currently serving at Raymond James & Associates since 2021. His prior experience includes roles at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and Banc of America Investment Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Maria Nguyen is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at VCU Investment Management Company. Outside of her advisory role, she operates an online fitness coaching business. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Matthew Thibault is a financial advisor at Equitable Advisors with Series 66 credentials. He has been with the firm since 2026 and is based in Charlotte, NC. Prior to his current role, his work experience includes roles outside the financial industry ranging from university employment to positions in the service sector and law enforcement. Equitable Advisors serves a broad client base including individual investors, retirement plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

Jarrod Hileman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing nine years of industry experience. Prior to joining Morgan Stanley in 2020, he worked at Edward Jones from 2018 to 2020 and was self-employed from 2010 to 2018. He is also a partner in a real estate-related business called House Your Credit based in Lancaster, South Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning that employs firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and integrates its investment insights through the Global Investment Committee and other affiliated entities.

Alissa Ilacqua is a Planning Consultant at Fidelity Investments, where she works with individuals and families to help them plan and manage their financial resources. Since joining Fidelity in 2023, she has held several roles including Financial Representative and Investment Consultant before assuming her current position in 2026. In her role as a Planning Consultant, Alissa focuses on empowering clients to take control of their financial future, aiming to enable them to spend their time on what matters most to them. Her experience spans financial representation, investment consultation, and comprehensive financial planning. Outside of her professional responsibilities, Alissa enjoys activities such as art, spending time at the beach, social events with friends, Pilates, reading, and playing softball.

Amanda Kennedy is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2019 and was previously with Wells Fargo Clearing from 2016 to 2019. 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, and institutional platforms.

Treven Anderson is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has prior experience with Merrill Financial, MPWR, and Eve Financial. Outside of finance, he has worked with BYU Athletics and the Church of Jesus Christ of Latter Day Saints. 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, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Sarah Cray is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. Her work history includes two separate periods at LPL Financial and a brief tenure at Yoh Company. Outside of her advisory role, she owns a business called Created by Cray and participates in direct sales with Stampin' Up. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by advanced operational tools and oversight of a large asset base.

Michael Mehltretter is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Innovative Discovery and Epiq Systems. 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 services including financial planning, model portfolios, and third-party asset management, supported by a large network of over 22,800 advisors.

Garrett Oakley is the principal of Oakley Private Wealth in Marvin, NC. He holds CFP®, Series 65, and Series 63 designations and has four years of industry experience. Prior to founding his firm, he worked at Alpha FMC, KPMG, EY, Northwestern Mutual, Betterment LLC, Robert Baird & Co., and McGill Advisors, Inc. Oakley Private Wealth offers financial planning and portfolio management services primarily to individual retail clients, including non–high-net-worth households. The firm utilizes a combination of hourly billing and ongoing advisory services and integrates tax and planning considerations into client portfolios, focusing on a deliberately small client base.