Clayton Wise is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, the Levine Jewish Community Center of Charlotte, Red Ventures, and the University of South Carolina. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, emphasizing client-specific risk assessment and customized investment solutions.

Asheli Hamby is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at The Vanguard Group, Merrill Lynch, and TD Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jonathan Young is a financial advisor with LPL Enterprise holding Series 66 and Series 63 credentials and has seven years of industry experience. His prior work includes roles at Bank of America, Merrill, MassMutual Life Insurance, New York Life Insurance Company, and Northwestern Mutual. Outside of finance, he is the CEO of BTR Records LLC, an artist and musician venture based in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm typically employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Glykeria Kalogeromitros is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has experience working at Merrill and has also been involved with the UNC Kenan-Flagler Business School and the University of North Carolina at Chapel Hill. Outside of her advisory role, she was associated with Blue Bay Seafood Restaurant for five years. 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. The firm serves individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Noah Arita is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His prior roles include positions at First Citizens Bank, First Horizon Advisors, and Bank of America. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized operational and custody arrangements.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by more than 23,700 advisors nationwide.

Ezio Palomeque is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized wealth management strategies tailored to his clients' unique needs, helping bridge the gap between their current financial situations and future aspirations. His expertise encompasses a wide range of areas including retirement planning, estate planning services, risk management, tax minimization strategies, and investment management. Mr. Palomeque focuses on client areas such as family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds a Bachelor of Science degree in Business Administration and Finance from East Carolina University. Additionally, he has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English and Spanish, he brings accessible and knowledgeable service to his clients. Outside of his professional work, Mr. Palomeque dedicates time to community involvement, including participation with the Hearts For The Invisible Charlotte Coalition. His personal interests include boating, camping, cooking, football, reading, travel, and spending time with his family.

Scott May is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large team of advisors and uses research-driven approaches including diversification principles and modern portfolio theory.

Larry Cabrera is a CFP® with 23 years of experience in the financial services industry. He has worked at Morgan Stanley since 2019, including Morgan Stanley Private Bank, and previously held roles at Wells Fargo Clearing, FIFTH THIRD SECURITIES, Uvest Financial Services Group, and Ameriprise. He is affiliated with Morgan Stanley Wealth Management, which serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools to model financial outcomes.

Marc La Vigne is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Cambridge since 2010 and previously with Gunnallen Financial, Synergy Investment Group, and Legg Mason Wood Walker. Outside of advising, he is also involved in independent insurance agencies representing various insurance companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2018, she worked with Foresters Advisory Services and Foresters Financial Services from 2016 to 2018. Outside of her advisory role, she is an independent nail stylist. 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 services including financial planning, model portfolios, and institutional platforms, supporting advisors with research and technology tools, and overseeing over $819 billion in discretionary assets.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Bobby Carroll is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Mathias Rick is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously with Metlife Securities. Outside of his advisory work, he serves as Treasurer on the board for the Charlotte St. Patrick’s Day Parade Committee, helping coordinate parade logistics and financial duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning such as divorce and estate settlement.

Matthew Pawlowski is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Pawlowski is also the owner of WC Advisor Services LLC, an administrative services firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Philip Burke is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, utilizing research and analytics to support portfolio construction and retirement planning.

Charlotte Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience with JPMorgan Chase Bank, JP Morgan, and the United States Army. Outside of her advisory role, she is a general partner in Burnett Properties Group, LLC, providing oversight for rental properties. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Julie Jones is a financial advisor with Morgan Stanley in Charlotte, NC, holding the CFA® designation along with Series 63, 65, and 66 licenses. She has seven years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Jones currently works within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment outlooks as part of its financial planning process.

Karin Conroy is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2023, she worked at Merrill from 2018 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Henderson Dawson Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His career includes 12 years at Bank of America and Merrill before joining Morgan Stanley in 2025. Outside of his advisory work, he is a sole proprietor of a rental property. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services.