Matthew Griffin is a financial advisor with Ameriprise in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Family Trust Federal Credit Union and LPL Financial from 2009 to 2020. Griffin serves on the Board of Directors for an organization in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Kemble is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Pruco Securities LLC and the McDowell Street Center for Family Law, Inc. She is also involved in a family business, Geoff Kemble, which she has been part of since 2021. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform with multiple adviser programs and affiliated services.

Maxwell Martin is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and NYLIFE Securities LLC. Prior to his financial services career, he was involved with Marketing Consulting Associates LLC for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Aaron Inkrote is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets and TIAA. His background also includes roles outside of financial services in marketing and hospitality. UBS Financial Services serves individual, corporate, and institutional clients through 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 and provides a broad range of capital markets and advisory solutions.

Keith Kepley Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kepley serves as a trustee and co-trustee in a trust business based in Charlotte, North Carolina. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Anthony Moffa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior roles include positions at Linden Thomas & Company and TIAA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, combining internal research and manager selection with model-traded strategies and tax-management capabilities.

Diane Malison is a financial advisor with Raymond James Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has been with Raymond James Financial since 1993 and is also president of The Malison Financial Group, LLC, a support company for her Raymond James business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Brad Kirchenbaum is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2010. Located in Charlotte, NC, he serves clients through the firm’s managed account services. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Jason Mayer is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based 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 investment plans.

Norah Pliss is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at The Vanguard Group and Bank of America. Outside of finance, she has experience with community-focused organizations such as City Year. 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 diverse clientele including individuals, high-net-worth clients, and institutional investors.

Ryan Miller is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Financial, he has held roles in education and various organizations including State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Curry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Capital Guardian Wealth Management. Outside of his advisory work, he is involved in tax preparation services and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Catherine Hunter is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and acts as a trustee for Hemphill. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Amelia Metzler is a Series 66-licensed financial advisor with Merrill, based in Charlotte, NC, and has seven years of industry experience. She has worked with Merrill since 2019 and previously held roles at Bank of America Merrill Lynch, North Star Resource Group, and Saint Francis University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Richard Adams is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Merrill since 2006 and has concurrently held a position at New York University since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader banking services, including lending and custody.

Donald Wolf is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Begay and Associates from 2008 to 2016. Outside of his advisory role, he owns a business that facilitates award sales and logistics in the Northeast region and writes financial plans for other Ameriprise advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its strategies, which include asset allocation and tax-aware withdrawal approaches, operating within a framework influenced by affiliated product partnerships.

Jordan Bilodeau is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding CFP® and Series 66 designations and bringing eight years of industry experience. He has worked at Spaugh Dameron Tenny since 2017 and at MML Investors Services LLC since 2015, with prior experience at Hf Financial from 2015 to 2017. He is also involved as a director of financial planning in an additional business role. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships supported by firm-approved analytical tools.

Gage Mayer is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held roles at DEECO Inc, the North Carolina Department of Agriculture, and other local businesses prior to joining UBS. Mayer’s background includes diverse positions across both public and private sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Linda Ledzian is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2015. In addition to her advisory role, she operates Linda L. Ledzian Wealth Management, Inc. as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with a focus on discretionary and non-discretionary management supported by model portfolios and research from multiple sources.