Mateaia Lovejoy is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Wells Fargo Clearing Services, LPL Financial, The Vanguard Group, MetLife Securities, and Robinhood. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Andrew Oliva is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he worked at Fidelity Investments for four years and has held positions in various industries including technology and retail. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Laura Killette is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 27 years of industry experience. She has worked at Merrill since 1998. Outside of her advisory role, Killette is a consultant for Arbonne, selling products through connections and home parties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Deborah Cook is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Allstate Insurance Co. She also provides accounting and bookkeeping services for a nonprofit organization, Carteret Partnership for Children. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to various advisory and brokerage programs. The firm’s integrated platform combines adviser programs with the sale of financial products and insurance, supported by LPL’s research, model portfolios, and third-party strategists.

William Stafford is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program, alongside institutional consulting and municipal finance capabilities.

Paulino Diaz is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at Wells Fargo Clearing, Randstad USA, Luxcom Builders, and Alexis LLC prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Samuel Stringfellow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at ScentAir Technologies and BIC Distribution Center. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory and brokerage channels.

Lauren Poleto is a CFP® professional with 19 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Merrill. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs centered on financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

Neil O'Connor is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining UBS, he held roles related to tennis facility management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

William Merchad is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he worked for Maven Wealth Management and Dimensional Fund Advisors. Outside of his advisory work, he is involved in mortgage and real estate services through Realty Dynamics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Daniel Jones is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial advising in 2025 after graduating from the University of North Carolina at Wilmington and joined Merrill in 2026. He focuses on serving clients by providing clarity, direction, and support that help them find peace and purpose in their financial decisions. Daniel specializes in family wealth management strategies, managing new wealth, and tax minimization. He holds FINRA Series 7 and Series 66 registrations, as well as Life, Accident & Health insurance licenses. Additionally, he has earned the Personal Investment Advisor (PIA) designation. Raised in Charlotte, Daniel graduated from Carmel Christian in 2021. He is involved in his church and enjoys a variety of sports including baseball, basketball, billiards, football, golf, pickleball, swimming, and table tennis. He also values spending time with his family and friends.

Wells Armes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Hillandale Advisors and CAPTrust. His background also includes roles connected to collegiate athletic departments and education institutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

David Bement is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at LPL Financial since 2026 and previously spent eight years at UBS Financial Services Inc. Prior to his financial career, he held roles at Life Time Athletic and Elon University Campus Recreation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

Kylie Miras is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Her prior work history includes roles at Bank of America Merrill Lynch and Starbucks Corporation. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by affiliated managers and integrated within Bank of America’s broader platform.

Marshall Friedman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, SeedSpark, ProCare Financial Services, CBRE, and Houlahan LokeY Capital, in addition to time spent at Duke University’s Fuqua School of Business. Outside of advisory work, he is involved as a partner in two real estate ventures, Mountaineer Campground, LLC and Starlite Lodge, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Christian Huggins is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Robinhood Markets, Inc., The Vanguard Group, Inc., and educational institutions including Queen's University of Charlotte. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

Matthew Anderson is a CFP®-designated financial advisor with eight years of industry experience, currently with LPL Financial. His prior roles include positions at UBS Financial Services, Waddell & Reed, and Cetera Advisor Networks. In 2023, he spent a year backpacking the Appalachian Trail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 credentials and 15 years of industry experience. She has worked previously at firms including TIAA and Gladstone Wealth Partners. Bessant provides administrative support to Gladstone Institutional Advisory, an independent investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patricia Eardley is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and LPL Financial. Outside of her advisory role, she maintains involvement with Limestone Products, where she performs housekeeping duties, and serves as a notary public in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Victoria Christiano is a Series 66-licensed financial advisor with Merrill in Charlotte, NC, with 23 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.