Del Turner is a CFP® professional with six years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Co. of America, City National Bank, RBC Capital Markets, and Prudential. Outside of his advisory work, he owns a mountain cabin in Boone, NC, which he rents through a third-party management company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Matthew Stading is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with a select group of clients to help them grow, preserve, and pass on their wealth through strategies that manage cash flow, investment portfolios, and liabilities with tax efficiency in mind. His services include retirement planning, trust and estate planning in collaboration with family accountants and attorneys, company-sponsored 401(k) plan design, 529 college savings plans, and lending solutions through Bank of America N.A. Matthew emphasizes personalized wealth management strategies utilizing time-tested programs. He holds a business degree from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and has earned the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Matthew is a native North Carolinian currently residing in Waxhaw with his wife Taylor and their three children. Matthew is active in his community and participates in volunteering, including involvement with the Arthritis Foundation and the Waxhaw Athletic Association. He is also a member of Forest Hill Church and the Wesley Chapel Weddington Athletic Association.

Jeff Tackett is the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he focuses on creating a client-centered environment by emphasizing financial planning and attentive listening to clients. He has extensive experience within Fidelity Investments, having held several positions since 2004, including VP Regional Planning Leader, Vice President Branch Office Manager, Regional Vice President of Life Insurance, Regional Planning Consultant, and Insurance Wholesaler. Prior to joining Fidelity, Jeff was a Financial Representative at Northwestern Mutual Financial Network from 2000 to 2004. Outside of his professional duties, Jeff engages in fitness, golf, outdoor adventures, traveling, and volunteering.

Mark Walker is a financial advisor with Ameriprise in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Walker serves on the Board of Directors for the British American Business Council. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored, point-in-time recommendations delivered in partnership with client advisors.

Curtis Mason is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the VMI Business Advisory Council, providing advice on the economics curriculum, and is Vice Chair of the Pass Perfect Executive Advisory Board on the Future of Licensing, focusing on securities licensing education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating advanced modeling tools.

Joe Jaspers is a CFP® professional affiliated with LPL Financial, with 36 years of industry experience. He has worked at LPL Financial since 2022 and has a longstanding role at Carolinas Telco Federal Credit Union dating back to 2007, as well as experience with CUNA Brokerage Services, Inc. since 1991. 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, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by in-house and third-party research.

Amber Mccormick is a financial advisor at Fidelity with 22 years of industry experience. She holds the Series 66 designation and has worked with Strategic Advisers, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services alongside model portfolios delivered to intermediary platforms.

Ryan Lightfoot is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has been with J.P. Morgan entities since 2014, including JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sean Flanagan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and a background that includes working at Vanquish Fencing prior to entering the financial services field. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships focused on detailed goal analysis and written recommendations.

Chad Neely is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Principal Life Insurance Company, and TIAA-CREF. He previously owned Neely Financial, LLC. 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, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Jeremy Walier is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith since 2016 and previously spent three years with LPL Financial. Outside of his advisory role, he is involved in managing family land holdings in the Adirondack Park of New York through a family LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashley Dambreville is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services and TIAA, with a career spanning positions at JP Morgan affiliates since 2019. She also has experience working with Sports Link. 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 an ESG eligibility framework. The firm offers services on a non-discretionary basis through a select group of Wealth Advisors.

William Mcdonald is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2026. His prior experience includes roles at Ameriprise Financial Services, Kestra Financial, and National Planning Corporation. He also teaches as an instructor at Central Piedmont Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer offering financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and offers a range of model portfolios, research support, and specialized programs for institutional and individual clients.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Richard Keelty is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a 19-year tenure at Capital Research & Management Co. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides customized written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2016 and previously worked at Tmfs Advisors, LLC. He holds Series 63 and Series 65 licenses and is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

John Granzow II is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Wells Fargo Securities LLC and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Steven Robbins is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a joint owner of an LLC involved in owning a rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory and discretionary managed account options supported by centralized custody and operational infrastructure.

John Grant is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.