Stacy Baldree is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2011. She has over two decades of experience in the financial planning industry, working with individuals and families to develop and implement financial plans focused on wealth creation, preservation, and transfer. Her professional experience includes positions as Client Manager at Sapere Wealth Management LLC from 2009 to 2011, Relationship Manager at Fidelity Investments from 2001 to 2009, Financial Advisor at PFS Investments Inc. from 2000 to 2001, Financial Advisor at J.C. Bradford & Co. from 1998 to 1999, and Financial Representative at Fidelity Investments from 1995 to 1998.

Suzi Lederer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at LPL Financial since 2018 and previously spent six years at Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lisabeth Thiessen is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in crafting personalized financial strategies that align with the unique goals and needs of her clients. Her expertise includes college education planning, family wealth management, legacy planning, retirement planning, philanthropic planning, special needs planning strategies, women and wealth, tax minimization, and retirement income. Lisabeth holds a Bachelor's Degree from SUNY New Paltz and a Master's Degree from Mercy College. She has earned the Personal Investment Advisor (PIA) designation, underscoring her commitment to professional development and client service. Lisabeth is actively involved in professional and community organizations, including Merrill Lynch Wealth Management, the American Cancer Society, and Rock the Street Wall Street. Outside of her professional work, Lisabeth enjoys antiquing, gardening, interior decorating, spending time with her family, and practicing yoga. She is a mother to two college-aged children and owns a pet, and she values staying connected to nature, maintaining an active lifestyle, and traveling.

David Fletcher is a CFP® professional with 31 years of industry experience, currently serving at Raymond James & Associates since 2013. Based in Charlotte, NC, he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Finance and Investment Committee at St. Stephens United Methodist Church. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

Jason Bryson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include various positions at Bankers Life and its affiliated entities from 2006 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Kate Ferguson is a financial advisor with LPL Financial in Rock Hill, SC. She holds the Series 66 designation and has 15 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Capital Investment Advisory Services, LLC and Capital Investment Group, Inc. For activities outside of investment advising, she is a licensed notary in 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 offers a variety of advisory programs, financial planning, and retirement plan consulting, using research and model portfolios from LPL Research and third-party subadvisors.

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA-CREF, Nuveen, UBS Financial Services, and Target Corporation. 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 broad range of advisory programs, retirement plan consulting, and brokerage services, including both discretionary and non-discretionary management, supported by in-house and third-party research.

Arrik Wilkins is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Primeline Capital and Bayview Asset Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and using proprietary research and model-based asset allocations to tailor client plans.

Shaun Ferguson is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he has been involved in real estate ventures, including membership in a development LLC in Western North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Douglas Thornton is a financial advisor with Equitable Advisors in Rock Hill, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Equitable Advisors since 2005, following a tenure at AXA Advisors, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to execute client recommendations.

Mark Joyner is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers a range of retail and institutional investment solutions.

Jacob Schreck is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Carnegie Private Wealth and roles outside the financial industry, including work with Muckenthaler Lawn and Landscape and as a student at Queens University of Charlotte. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Grey Wordsworth is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, NYLIFE Securities LLC, and New York Life. Charles Schwab 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Wesley Stringfield is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with LPL Financial since 2016. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Davis is a financial advisor at LPL Financial with 17 years of industry experience. He has held the Series 66 designation and has worked at LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by research and model portfolios.

Olasupo Oniyilo is a CFA® charterholder with two years of industry experience. He is currently with LPL Financial and previously worked at United Community Bank, Page Capital, and AXA Mansard Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 discretionary and non-discretionary management, supported by research and a variety of portfolio strategies.

Kendall Wilson is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and South Street Brewery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Emily Morreale is a financial advisor at Equitable Advisors with seven years of industry experience. She holds a Series 66 designation and has prior work experience at AXA Advisors, Nephron Pharmaceuticals Corporation, and OneLife Fitness. In addition to her advisory role, she is involved as a sales associate for a tax account program with Realty Benefit Services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, brokerage, insurance distribution, and access to third-party asset management programs through a dual-registered adviser and broker-dealer platform.

Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Virginia Brake is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 licenses and 22 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at firms including CapFinancial Securities LLC, Carolinas Investment Consulting LLC, Robinhood Financial, Truist Advisory Services, BB&T Securities, and Robert W. Baird & Co. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and approved tools, with a focus on advisory services rather than individual security recommendations.