John Ryan Jr. is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and with 39 years of industry experience. He has worked with Ic Advisory Services Inc and The Investment Center Inc, each for 15 years, and has been associated with Ryan Hess Morais Financial Advisors, Inc. since 1998. Outside of his advisory role, he serves as a board member of the Tryon Garden Club and volunteers with the Downtown Advisory Board and the City of Hendersonville. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad 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.

Peter Dunican is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group, UL LLC, and Eisenmann Corporation. His background also includes various roles outside of finance, such as involvement with Wauconda Car Wash and event rentals. 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 programs, including discretionary and non-discretionary management, model portfolios, and research support from various sources.

Bryan Midura is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a discretionary investment management option, with a broader range of financial products than typical institutional advisers.

Meghann Coyle is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Planning Consultant before her current role. Prior to joining Fidelity, Meghann worked as a Financial Advisor at Equitable Advisors in 2020. In her current role, Meghann focuses on tailoring financial plans to help clients build lasting stability by understanding their unique needs and goals. She collaborates with clients to implement strategies that align with their priorities and is dedicated to educating and guiding them toward smart financial decisions. Meghann holds an Arkansas Insurance License. Outside of her professional work, she has interests in fitness, golf, playing musical instruments, snowboarding, traveling, and volunteering.

Wesley Munn is a Financial Consultant currently working with Fidelity Investments since 2026. He has held various roles within Fidelity Investments, including Planning Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to his tenure at Fidelity, Wesley served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2023 and began as a Financial Solutions Advisor Intern at Merrill Lynch in 2021. In his role as a Financial Consultant, Wesley collaborates with clients to develop financial plans that align with their individual goals and aspirations. He focuses on providing resources and personalized support to assist clients in preparing for future life events. Outside of his professional work, Wesley has interests in baseball, boating, fishing, football, and golf.

Robert Tinsley is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, previously working at Citigroup Global Markets. Tinsley is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Edward Rowell is a CFP® certificant with 37 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Derek Chalfant is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and previously worked at Merrill and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with diverse program options and custodial relationships.

Byron Edwards is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63, Series 65, and Series 66 licenses and bringing 16 years of industry experience. He has been with LPL Financial since 2016. Outside of advising, he serves as an executor of an estate in a fiduciary capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Steven Dishman is a CFP® professional with 19 years of industry experience, currently advising clients at LPL Financial since 2014. He holds Series 63 and Series 65 licenses and is based in Fort Mill, 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and various technology-driven investment strategies.

Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and North American Company for Life & Health for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Zackary Venus is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Enhancing Capital, Ambassador Advisors Equity Res, and legacy financial firms, as well as positions outside finance such as driving for DoorDash. Charles Schwab & Co., Inc. 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 services. The firm offers both non-discretionary and discretionary investment options with multi-asset model portfolios and a centralized operational structure.

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Securities Corporation for 15 years. She is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as part of her professional activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

William Stephens is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining LPL Financial in 2025, he worked at firms including Principal Securities Inc., Principal Life Insurance Company, and Wells Fargo Clearing Services LLC. Outside of his advisory role, he is a co-owner of SFP-1 LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

Maxwell Mc Arthur is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake, among others. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Fletcher Dameron is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 credential and bringing two years of industry experience. Prior to joining Merrill, he worked at Wells Fargo and has held roles in various industries including energy and hospitality. Outside of his advisory role, Fletcher volunteers with Crawfish for a Cause, a nonprofit organization supporting mental health through annual fundraising events. 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 plans, corporations, and charitable organizations.

Vicky Rivera is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Pruco Securities, LLC and Prudential Insurance Company of America, among other firms. Outside of finance, she is involved as a CrossFit coach. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through 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.

Nicholas Stikeleather is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Stikeleather & Associates in 2019 after graduating from Appalachian State University with a bachelor's degree in Finance and Banking. Nicholas is one of two Financial Advisors on the team and serves as a single point of contact for his clients across planning, investments, banking, lending, and insurance. Nicholas holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. A native of Charlotte, Nicholas enjoys camping, cooking, football, photography, spending time with his family, and watching movies. He is an avid sports fan, particularly of the Carolina Panthers and the Appalachian State University Mountaineers.

Thomas Prebeck is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. His prior roles include positions in the wine industry and community service with Samaritan's Purse. He has also worked in education at Appalachian State University and other institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and retirement plan consulting supported by research and model portfolios from multiple sources.

Maxim Nechitailo is a financial advisor at LPL Financial with 7 years of industry experience. He holds the Series 66 designation and has spent the majority of his career at LPL Financial. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.