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.

Daniel Brienza is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1994. He co-founded The Brienza Group with his brother, John, and serves clients who seek comprehensive financial advisory services tailored to their busy lives and multigenerational family needs. The team focuses on family wealth management strategies, legacy planning, tax minimization, and retirement income. Daniel holds a Bachelor's degree in Economics and Psychology from Wake Forest University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support the customized financial management services provided by The Brienza Wealth Management Group. Daniel resides in the Myers Park area of Charlotte with his wife, Lisa, and their three children. He is involved in community initiatives such as The Arts Empowerment Project and the Wake Forest Catholic Campus Ministry.

Brendan Bean is a financial advisor at UBS Financial Services in Charlotte, NC, with two years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Brighthouse Financial, Consolidated Electrical Distributors, and Northwestern Mutual. Before entering the financial industry, he was a full-time student athlete and master's student-athlete. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based 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 plans to clients’ goals and risk tolerances.

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, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

April Oliver is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in practice management consulting through Oliver & Associates Consulting Inc. and is a partner in Catalyst Controls LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver these services, primarily for clients holding assets in Ameriprise-managed accounts.

Daniel Edwards is a financial advisor with Charles Schwab based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2024, he worked at Equitable Advisors from 2022 to 2024 and served in the United States Marine Corps between 2019 and 2021. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing arrangements.

Brian Battle is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as president and chairman of Brian Battle, Inc., a consulting firm. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written income recommendations, supporting clients with a wide range of advisory, brokerage, and insurance solutions.

Janine Bennis is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with Mission Health & Home and is involved with America's OB/GYN Board Review Course. She serves in an educational capacity outside the investment industry through the OB/GYN Board Review Course. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

Doug Clements is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates with a team of specialists to create personalized wealth strategies tailored to the growth, preservation, and transfer of clients' wealth. He partners with families to ensure their financial plans meet their unique needs. Doug has a long tenure at Fidelity Investments, holding various positions since 1997, including Vice President, Wealth Management Advisor since 2016, and Vice President, Financial Consultant from 2011 to 2016. Prior to that, he worked as an Account Executive, Financial Representative, Customer Service Representative, and in Premium Services and Brokerage Trading and Service roles. Before joining Fidelity, he was a Registered Representative at WMA Securities from 1996 to 1997. Outside of work, Doug is an avid and committed fan of his children's sporting activities.

Jennifer All is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2011. 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. The firm offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Anderson is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009, also working at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Speedway Children's Charities. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Repak Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at OSAIC and SagePoint Financial, Inc. Repak is also an author through Repak Enterprises, a non-investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and both discretionary and non-discretionary management options.

Adam Russell is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and Bank of America N.A. since 2008. He holds Series 63 and Series 66 designations. 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.

William B Lovett III is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. 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, providing a broad range of capital markets and advisory solutions.

Rodney Lineberry is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Gwynne Richards Pfeifer is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, she was with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and market outlooks.