David Henkel is a financial advisor with Raymond James Financial in Huntersville, NC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Pinnacle Financial Partners. Outside of advising, he owns a mountain property that he rents through VRBO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports specialized municipal and public-finance advisory services.

Alexander Hoffman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Vanguard Advisers since 2026 and previously coached hockey at Pineville Ice House. He also has experience with Vanguard Marketing Corporation and The Vanguard Group and studied at the University of South Carolina. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, delivering services through a large digital platform supported by over 2,400 advisors.

James Sloan is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the College of Charleston. Details regarding his specific areas of expertise or community involvement have not been provided.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 a range of individual and institutional clients.

Michael Fayed is a CFP® professional with 27 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Summit Financial Group. Fayed serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors is an 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 using a variety of portfolio management approaches and platform arrangements.

Andrea Clark is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Private Bank, and worked at Brown University’s Curricular Resource Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Zachary Wagner is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2010. Based in Charlotte, NC, he is part of a large institutional firm with a nationwide presence. Edward Jones serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors.

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

Jose Amaya Crespo is an advisor at Vanguard Advisers with three years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior work includes roles at the Internal Revenue Service, the Texas Comptroller of Public Accounts, and Fidelity Investment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Christopher Bryan is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving business owners, executives, and successful families. He specializes in retirement planning, exit planning, tax-smart wealth strategies, employee benefit plans, alternative investments, and liquidity management. Drawing on more than 30 years of experience including corporate accounting, mergers and acquisitions, commercial real estate, and wealth management, he offers a comprehensive perspective to complex financial and business decisions. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. He also holds professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified 401(k) Professional (C(k)P), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He collaborates closely with clients' CPAs and attorneys to coordinate tax, estate, retirement, and exit planning strategies, emphasizing proactive, year-round planning to preserve and grow wealth. Outside of his professional work, Chris serves as Treasurer of Project 440, where he mentors young musicians and promotes financial literacy among underserved youth and families. He balances his time between Philadelphia and Los Angeles with his family and their pet.

Dyllan Kirkpatrick is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Innovative Mounts, and Eye Physicians of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Campbell Jenkins III is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keane Capital Partners and Robert W. Baird. Jenkins serves as secretary of the board and is on the finance committee for the Myers Park High School Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises high-net-worth individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a combination of in-house and third-party managers.

Janay Donaldson is a financial advisor at Ameriprise in Charlotte, NC, with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, The Vanguard Group, and TIAA. Outside of finance, she is involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides personalized retirement-income planning and recommendations based on extensive investment research and tax-aware strategies.

Alexander Aucoin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisiana State University and educational institutions such as Sequitur Classical Academy and Parkview Baptist School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joseph Baumhover is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Charles Schwab & Co., Inc., and USAA Financial Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning services and uses proprietary research and tools to develop tailored recommendations for clients who meet a net-worth threshold.

Mohammed Abdelaziz is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm’s investment decisions are guided by a centralized policy committee using quantitative and qualitative research to construct diversified portfolios.

Kevin Lewis is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. Prior to joining LPL Financial in 2025, he spent 11 years at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management solutions supported by both proprietary and third-party research and technology.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Keith is a financial advisor at Merrill with Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2008, based in Charlotte, NC. 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, and institutional investors.

Kristopher Margerum is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Digital Intelligence Systems LLC and Massanutten Resort. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and provides a broad range of brokerage and advisory solutions.