Winston Huie is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Equitable Advisors since 2004 and previously worked at Axa Advisors, LLC. He serves as power of attorney and healthcare proxy for his wife, a role he has held since 2005. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm works with a variety of investment programs and third-party managers, focusing on personalized client assessment and multi-faceted advisory solutions.

Cynthia Honaker is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is the manager and owner of CNH Financial Advisors, LLC, a DBA for investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and customized strategies, supported by a large network of advisors.

Christine Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she works as a freelance photographer specializing in family and portrait sessions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support financial planning and client decision-making.

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Neville Fearing is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Outside of his primary role, he is involved with R.P.C.G, LLC, where he provides financial planning and advising for retirement plan and retail clients, and he owns KANDN Holding LLC, focusing on research and investment in real estate and closely held businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of investment and educational services.

Brandon Kyle is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank and Highland Consulting Associates. Based in Charlotte, NC, his background includes roles in both the financial sector and other industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Todd Haines is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Danna Demos is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Abbott is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Stifel Nicolaus & Co Inc, and The Vanguard Group, Inc. Abbott is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cameron Church is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with LPL Financial. He has worked at Cambridge Investment Research Advisors and North Star Resource Group, among other firms. Outside of his advisory role, Church is involved in fitness as a part-time employee at a CrossFit facility and owns businesses focused on wealth management and tax planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

Thomas Ketzer is a Series 66-credentialed financial advisor with four years of industry experience. He is currently with Merrill in Charlotte, NC, and has worked in various roles at Merrill and Bank of America N.A. Outside of his advisory work, Ketzer teaches an EMT class at South Piedmont Community College. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Shivel is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2002. He has been assisting clients with the development, implementation, and maintenance of their financial plans through various market conditions. Christopher works with clients using the one-on-one Private Client Group model to guide them toward their unique financial goals. He began his career at Fidelity Investments as a Combined Sales Representative from 1998 to 1999 before advancing to his current role. Over his tenure, Christopher has gained extensive experience in financial consulting and client relationship management. Outside of his professional work, Christopher enjoys boating, fitness, hiking, kayaking, soccer, and traveling.

Ryan Ramadan is a financial advisor at Edward Jones with 14 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co. Inc. from 2021 to 2024, and at TIAA-CREF from 2015 to 2021. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Leanne Schwarzmann is a Planning Consultant at Fidelity Investments, where she advocates for clients to ensure they have an exceptional experience at the investor center. She partners with clients to create financial plans that may include elements of flexibility, protection, and growth based on individual needs and goals. She has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Senior Relationship Manager, and currently Planning Consultant since 2021. Her professional experience centers on building client relationships and providing tailored financial planning solutions. Outside of her professional role, Leanne enjoys activities such as spending time at the beach, cooking and baking, family activities, watching movies, listening to music, and caring for pets.

Casey Hamilton is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, Casey’s background includes work in landscaping and the food service industry, alongside four years dedicated to full-time education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, research-driven portfolio strategies, and a diverse platform of investment and capital markets offerings.

David Krumdieck is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in providing financial planning and wealth management services that focus on delivering a worry-free retirement for his clients. His areas of client focus include education planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. David holds a Bachelor's Degree from Auburn University and holds the Certified Trust and Fiduciary Advisor (CTFA) and Personal Investment Advisor (PIA) designations. His expertise involves creating tailored financial strategies that address various aspects of his clients' financial lives to ensure alignment and clarity. Outside of his professional role, David is involved in community activities including supporting the Make-A-Wish organization. His personal interests include biking, boating, cooking, fishing, golfing, hiking, music, photography, skiing, and traveling.

Brendan Bean is a financial advisor at UBS Financial Services with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining UBS in 2025, he worked at Brighthouse Financial and Northwestern Mutual, and was a full-time master’s student-athlete. 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 plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including principal trading, underwriting, and affiliated lending programs.

George Menham is a financial advisor at UBS Financial Services with a Series 66 designation. He has held positions at UBS since 2025 and previously worked at Bankers Life and Urban Stack. His background includes four years at the University of Tennessee, Knoxville, and earlier roles in education at Notre Dame High School and Our Lady of Perpetual Help Middle School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Ryan Cosola is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative due diligence, incorporates ESG factors, and offers broader derivatives and commodities capabilities.

Kathleen O'Kane is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and American Stock Transfer & Trust Co LLC. Outside of her advisory work, she teaches a second-grade Sunday School class at Hickory Grove Baptist Church in Charlotte, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on generating dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.