Jack Lynam is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has two years of industry experience, including prior roles at PMA Securities, PMA Asset Management, PMA Financial Network, and PRUCO Securities. His background also includes multiple positions at James Madison University and other diverse work experiences. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Realty Benefit Services as a sales associate. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charities, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advisory models implemented via third-party providers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

William Carlson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2023, with prior experience at Modis and various positions outside the financial industry, including work with the YMCA of Metropolitan Dallas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its integrated structure, large client base, and multi-asset investment approach supported by in-house research and a formal alternative investments platform.

Drayton Henderson is a financial advisor at Robert W. Baird & Co. with 17 years of industry experience. He has held his current position since 2011 and previously worked at Merrill from 2009 to 2011. He holds the Series 66 designation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a combination of internally managed strategies and external partnerships.

Gregory Duckworth is a financial advisor at Morgan Stanley with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at major firms including Wells Fargo Clearing, UBS Financial Services, and Citigroup Global Markets. He serves as a board member for South Charlotte Partners, Inc., a community and cultural organization, and is the sole proprietor of Eureka Trading Company, LLC, an investment and finance-related business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and proprietary tools. The firm manages approximately $2.74 trillion in client assets and offers financial planning both directly and through corporate agreements.

Nicholas Drake is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and with five years of industry experience. His prior work includes roles at Us Tech Solutions and Anderson Merchandisers. Outside of his advisory work, he has been a delivery driver for Uber Eats since 2020 and an Instacart shopper since late 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Amanda Davis is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is an independent Avon sales representative and the owner of Krafty Creations LLC, a retail and online sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.

Cody Sanchez is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. His career includes roles at Bank of America, Merrill, and Warren Averett prior to joining UBS in 2020. Sanchez also worked briefly at Colony Animal Clinic in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Michael Mcgowan is a CFP® with 28 years of industry experience and currently affiliated with OSAIC. He has worked with Michael W. Mcgowan, CPA PA since 2004 and Royal Alliance Associates, Inc since 1999. In addition to his advisory role, he provides tax preparation, consulting, and accounting services through his CPA practice. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services that include comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with various program options supported by an extensive affiliate network and private equity ownership.

R Mitchell Wickham is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 65 and Series 66 designations and 27 years of industry experience. He previously worked at Bank of America and Merrill, each for over a decade. Wickham serves on the fundraising committee for Charlotte Latin Schools and participates in the endowment planning committee at his local church. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Luke Fontechia is a financial advisor at UBS Financial Services holding a Series 66 designation. He has one year of industry experience, with prior roles at Morgan Stanley and a background that includes positions in education and other ventures. He was involved with Rent-A-Rita from 2021 to 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides a range of services including financial planning, portfolio management, and capital markets solutions.

John Parker is a financial advisor at Merrill in Charlotte, NC, with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2008, as well as Bank of America, N.A. since 2009. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Newbanks is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 35 years of experience in financial advising. He joined Merrill Lynch after a brief tenure in Commercial Banking and has focused his career on helping individuals achieve their financial goals through goals-based investing and portfolio management services. As a second-generation financial advisor, he brings a lifetime of experience to his practice. John holds a Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and earned his Master of Business Administration degree with Honors from the University of Notre Dame. He also holds the Certified Financial Planner (CFP) certification and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, John is involved in his community through Saint Gabriel Catholic Church, where he participates in the Hand Bells and Men's Club. In his personal time, he pursues a variety of interests including antiquing, chess, football, genealogy, painting, photography, reading, traveling, watching movies, and writing. John emphasizes understanding clients' values and objectives to help them plan their legacies and pursue their life goals.

Lisa Leavy is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 designation and has a work history that includes 22 years at Wells Fargo Bank before joining Morgan Stanley Smith Barney LLC. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Glen Viditz Ward is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Cambridge since 2008 and previously worked for Cetera Advisors LLC for nine years. Outside of advisory services, he is active as an independent insurance agent and serves as president of Viditz-Ward Financial Services Inc. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through multiple platforms and third-party sub-advisors.

Matthew Estel is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Midland Wealth Advisors, Midland States Bank, U.S. Bancorp Investments, JPMorgan Chase Bank, J.P. Morgan Securities, and Waddell & Reed. Outside of his advisory work, he is the owner and CEO of W4ME Enterprises, Inc., an RV rental business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Bennett is a Financial Advisor with Merrill Lynch Wealth Management, focusing on providing wealth management strategies to high net-worth individuals and industry professionals. He works closely with clients to develop customized strategies that address tax mitigation, risk management, disciplined investment allocation, and long-term capital preservation. Matthew also coordinates with attorneys, accountants, and other trusted advisors to ensure decisions align with an intentional and cohesive financial plan. Matthew's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, and tax minimization. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Auburn University. He is a member of the Auburn Alumni Association. Outside of his professional work, Matthew is involved with the Boston Police Foundation. His personal interests include golfing, pickleball, running marathons, skiing, spending time with his family, and tennis.

Bryce Adams is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. His prior work includes positions at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in the restaurant industry and has been employed by the University of South Carolina. 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 diverse client base including individuals, institutions, pension plans, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a variety of portfolio management styles.

Serafim Pistiolis is a financial advisor at UBS Financial Services with eight years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, including a prior role at UBS-Stanford Wealth Management and earlier positions at Sun and Ski and the University of North Carolina at Charlotte. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Dawson Shirley is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 66 designations with three years of industry experience. His prior roles include positions at Merrill, US TEH SOLUTIONS INC, Wells Trade Clearing Services LLC, New York Life Insurance Company, and Clemson University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies alongside ongoing manager selection and internal research tools.