Howard Shoe Jr. is a financial advisor with Raymond James Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Raymond James Financial Services Advisors since 2009 and has operated his own firms, including FOSHO LLC since 2014 and Shoe Private Wealth Advisors since 2022. Outside of his advisory roles, he is CEO and President of Shoe Private Wealth Advisors, which provides wealth management and consulting services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as pension plans, charitable organizations, and government entities. The firm provides tailored, primarily non-discretionary advisory services and specialized programs for small business retirement plans, supported by a broad affiliate network including public finance capabilities.

Michael Spainhour is a financial advisor with Robert Baird & Co., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent a decade at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies through a combination of in-house and third-party managers to meet client goals and risk tolerances.

Matthew Abbott is a financial advisor at Merrill Lynch Wealth Management, where he joined in July 2023. He began his wealth management career in 2014 at a major insurance and investments broker dealer. Since 2019, he has been a CERTIFIED FINANCIAL PLANNER™ professional, providing clients with comprehensive wealth management and financial strategies focused on holistic wealth planning and tax efficiency. Matthew's expertise encompasses a broad range of financial areas including retirement planning, college education planning, employee benefits, business planning, investment allocations, risk management, and estate planning. He serves a diverse client base including bankers, attorneys, sales professionals, and small business owners, partnering with a team of firm specialists to address various wealth planning needs. Through his affiliation with Bank of America, his clients have access to integrated banking and wealth management services. Originally from Charlotte, North Carolina, Matthew graduated from North Carolina State University in 2015 with a bachelor's degree in business administration. He is involved in community organizations such as Samaritans Feet and is a member of several professional groups including the Charlotte Econ Club and NC State Alumni Association. Matthew attends Myers Park United Methodist Church and engages in activities such as golf, fishing, attending sporting events, and Bible study.

Janelle Garcia is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, NA. 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.

Nicholas Batten is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He joined Cetera in 2019 after working briefly at Foresters Financial Services and earlier employment including Bass Pro Shops and UNC Charlotte. Outside of his advisory role, he is a co-owner of CNL Management, LLC, a family-owned rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a large nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, providing discretionary and non-discretionary portfolio management and financial planning services.

Shauna Blake is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2015. 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 advisers. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at Cola Wealth Advisors. Outside of advising, he is also involved with a non-variable insurance agency related to his financial professional activities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, offering a combination of advisory and brokerage services supported by research, model portfolios, and third-party managers. The firm integrates adviser programs with financial product sales, including insurance, and participates in collateralized lending programs.

Ankush De is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock from 2019 to 2024. 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, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by model portfolios and research.

Mark Reynolds is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 designation with six years at LPL and a total of five years of industry experience. Prior to his advisory career, he worked for Delta Air Lines, Inc. for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

John Burns is a CFP® with 54 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2021. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, along with institutional consulting and public finance capabilities.

Stephen Price is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. He serves as a board member on the finance committee of Children's Attention Home, a nonprofit organization providing services to children in need. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Mcnally is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Securities America. In addition to advising, he is involved in independent insurance brokering focused on long-term care through Brighthouse Financial. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Brian Masucci is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has been in the industry since 2023, with prior experience in retail and recreational settings including GNC, Hall's Plumbing, and Mooresville Golf Course. Outside of his advisory role, he has been involved with the Lake Norman Swim League. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, research, and a range of investment strategies.

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.