Ganna Wenzell is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Fifth Third Securities, and JP Morgan Chase Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and financial advisors.

Keith Greenberg is a CFP® professional with 20 years of experience in the financial industry. He is currently with Raymond James & Associates and has previously worked at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of finance, he coaches youth soccer, serving as a compensated coach for the Charlotte Independence Soccer Club and as a consultant for the Discoveries Soccer Club. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Joshua Dodge is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Bennage is a financial advisor with LPL Financial, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Commonwealth Financial Network and Weller Financial Group. He is also the owner of MDB Wealth Advisory, LLC, a private entity involved in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Melanie Trexler is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at LPL Financial, Wells Fargo Clearing, and Truist Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves multiple registered investment companies, employing systematic methodologies and oversight controls.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Fields Auto Group. 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 financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Carter Barlow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at The McKay Firm and has experience in education at the University of South Carolina and Charlotte Latin School. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill in 2021 as a Client Associate following a 21-year career in banking management. In 2024, she advanced to the role of Financial Advisor alongside colleague Susan Sorrells. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Belva utilizes her experience in banking and wealth management to assist clients in pursuing their financial goals, which may include education planning, real estate purchases, family needs, and retirement security. She emphasizes building relationships by understanding clients' unique circumstances across generations and supports them in making informed decisions through clear communication and attention to detail. She earned a bachelor's degree from the University of North Carolina System. Belva lives in Waynesville, North Carolina, with her husband, two children, and their Boston terrier. She is active in her local church and volunteers with the Tuscola Athletic Club. She also served on the Waynesville Rotary Board as treasurer and president-elect. In her free time, she enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

Jennifer Ledford is a financial advisor at Edward Jones in Rock Hill, SC, holding a Series 66 designation with 7 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, operating under a fiduciary standard.

Landrum Henderson Jr. is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 51 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an owner and proprietor of a rental property in Pawleys Island, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments.

Jason Farouk is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, The Vanguard Group, Citizens Securities, and Santander Securities. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Branon Pope is a financial advisor with Edward Jones in York, SC, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Edward Jones, he worked at North Western Mutual and was involved in the golfballs.com business. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services.

Stephen Schneider is a financial advisor at LPL Financial in Fort Mill, SC, holding a Series 66 designation with one year of industry experience. His prior roles include five years at Commonwealth Financial Network and work in academic and entrepreneurial settings including the University of Massachusetts Amherst and Deerfield Spirit Shoppe INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Jones Jr. is a financial advisor at Merrill with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Bank of America and Merrill Lynch since 2010. He is based in Charlotte, NC. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment strategies and integrates closely with Bank of America’s broader banking and capital markets platform.

Benjamin Horn is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and over 24 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley \& Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. He leads a weekly CFP discussion at Winthrop University in Rock Hill, SC. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and investment programs supported by firm-approved tools and research.

Mary Chase is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill for 24 years before joining Morgan Stanley Smith Barney LLC and then Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, utilizing firm-approved tools and methodologies, and manages approximately $2.74 trillion in client assets.

Heidi Johnson is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, and has 23 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with both brokerage and advisory solutions, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

Daniel Bryant is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing various separately managed account programs and integrating internal research and technology, including artificial intelligence, to support client advice.