Eileen Stoner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following a decade at UBS Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and scenario modeling.

Metin Kurkcu is a financial advisor at Fidelity with 21 years of industry experience and a Series 66 designation. His prior experience includes roles at Bank of America, Merrill, Raymond James Financial Services, and the International Franchise Professionals Group. Fidelity's Strategic Advisers LLC, where Kurkcu is based, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and fund advisory services.

Robert Carrington II is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020. Prior to this, he was employed at Medi Weightloss and ECPI University, among other roles. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional portfolio management.

Karen Anderson is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill in 2004, bringing over 20 years of executive sales, marketing, and business development experience from her previous roles at a major consumer products company and a start-up. Karen works closely with a select group of clients, often including multiple generations of the same family, to coordinate all aspects of their financial lives. She focuses on preparing clients for future uncertainties as well as financial opportunities, offering services ranging from income planning strategies to transferring wealth and financial education for the next generations. Karen's expertise encompasses executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, women and wealth, tax minimization, and retirement income. She holds a Bachelor's Degree from the University of Michigan and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Karen is also affiliated with professional organizations such as NextUp and Procter & Gamble Alumni. Outside of her professional duties, Karen is involved in community organizations including The First Tee of Greater Charlotte, the University of Michigan Alumni Association - Charlotte, and the Women's Impact Fund in Charlotte. She lives in Lake Norman with her husband and two daughters, and her personal interests include golf, health and wellness, and community service.

Michael Bird is a financial advisor with Merrill in Cornelius, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Merrill and Bank of America since 2014. Outside of his advisory role, he maintains a rental property where he manages tenant relations. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Ritchie is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His prior work includes roles at 84 Lumber, Ritchies Pressure, Jem Clean INC., and Kool Park Pool. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary portfolio management, and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Nicole Mccoy is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes nearly two decades at Wachovia Bank, N.A. and Wells Fargo Clearing. She works with Pinnacle Asset Management in a non-investment capacity, referring clients and collaborating with partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, and institutional investors. The firm uses analytical tools and tailored advisory programs, with notable offerings in municipal finance and SIMPLE IRA employer advisory services.

Patricia Moore is a financial advisor at Merrill with a Series 66 designation and 23 years of industry experience. She has been with Merrill since 1999. Outside of her advisory role, she holds power of attorney for a family trust. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional accounts.

Maxwell Clauss is a financial advisor with Morgan Stanley in Cornelius, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, he held roles at River Valley Co-op and various organizations including The Libby Museum of Natural History and the University of Massachusetts Amherst. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their approach includes structured discovery conversations and the use of firm-approved planning tools to model financial outcomes.

Alexander Bishop is a financial advisor with Ameriprise in Davidson, NC, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves individuals approaching or in retirement and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Henry Wepner is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he serves as Treasurer for the Newton Depot Authority in Newton, NC, where he participates in financial oversight, event planning, and community projects. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo’s research and planning tools to develop personalized recommendations delivered through meetings and written summaries.

Joseph Reimels is a financial advisor at LPL Financial with 46 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 16 years and Hornor, Townsend & Kent, LLC for six years. He holds a Series 63 designation. Outside of his advisory role, he is involved in non-variable insurance activities. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of advisors and advanced operational tools.

Jonathon Wagoner is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals and families to build clear and disciplined wealth strategies. His focus is on helping clients organize their financial lives, invest with intention, and stay on track through changing markets and life events. Jonathon's approach involves understanding clients' priorities and translating them into concrete plans. He manages investments and risk exposure to support clients' goals over time, covering areas such as portfolio construction, retirement planning, tax-aware strategies, and guidance around major financial decisions. He utilizes Merrill Lynch's research, planning tools, and investment platform to deliver resources within a personal, relationship-driven experience. Clients engage with him for proactive communication, clear explanations, and accountability to their plans. He holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. Jonathon earned a Bachelor's Degree from Arizona State University and a Master's Degree from Thunderbird School of Global Management.

Sherrill Young III is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2001, as well as at Resource Partners LLC from 2009 to 2019. He has maintained a long-standing association with MassMutual, formerly as a career agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports its advisors through specialized programs and institutional consulting services.

Scott Robinson is a financial advisor with Ameriprise in Huntersville, NC, holding CFP® and Series 66 credentials and bringing 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Robinson is also co-owner of RGAA, LLC, which supports his practice operations. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Kenneth Sagert is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has been with the firm since 2025 and has prior experience in various roles across multiple industries, including manufacturing and professional services. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

David Coss is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services, Inc. since 2002. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a municipal advisor affiliation.

Thomas Cooley is a financial advisor with Raymond James Financial in Cornelius, NC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Soft Point Media, JB Office, and Eveleigh. He is also involved with Williamson Wealth Group, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary planning through analytical tools and supporting a broad advisor network. The firm has notable municipal advisory capabilities and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Todd Hogue is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James Financial Services since 2016 and also works with Signature Wealth Group. Outside of his advisory work, he operates a dog sitting business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dustin Deal is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked with firms including VOYA Financial Advisors and UBS Financial Services. Outside of his advisory roles, he is the president of the Hutton Estate Homeowners Association, where he leads board meetings and coordinates with management and legal counsel. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial arrangements.