Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Ellen Rankin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and 66 licenses with 21 years of industry experience. She has been with UBS since 2012. Rankin is involved in nonprofit leadership, serving on the boards of multiple community organizations including the Women's Impact Fund and YWCA Central Carolinas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets products and advisory solutions.

Jason Garcia is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several organizations, including Dominion Energy and the Nautical Boat Club, prior to joining Fidelity. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a broad client base, including retail and institutional investors. Its investment approach combines proprietary research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Joseph Larraga is a Series 65 credentialed financial advisor at LPL Financial with eight years of industry experience. He previously worked at Capital Group for five years and Dimensional Fund Advisors for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, 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 retirement plan consulting.

Matthew Trencheny is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and four years of industry experience. Prior to joining UBS in 2022, he worked at Joseph Gunnar & Co. LLC and held various roles related to education and recreation at High Point University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Marvin Rosario is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019. Outside of his advisory role, he has a 25% ownership interest in an applied behavior analysis business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jason M. Beckert is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he serves as a Portfolio Manager in the Merrill Investment Advisory Program. He joined Merrill Lynch in 1996 and provides discretionary management of personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His expertise encompasses portfolio design and management, retirement planning and income strategies, commercial and residential lending through Bank of America, estate reviews and trust services coordination, design and management of corporate retirement plans, as well as faith-based investing. Jason holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason earned a Bachelor of Arts with Honors in Economics from the University of North Carolina at Chapel Hill in 1990. Prior to joining Merrill, he was a Manager with Andersen Consulting (now Accenture), where he supported Fortune 500 clients with management consulting services. He is involved in the St. Ann Catholic Church and volunteers with the St. Vincent de Paul Society. His personal interests include chess, hiking, and spending time with his family.

Patrick Stanton is a financial advisor at LPL Financial with a Series 65 designation. He has been with LPL Financial since 2025 and has previously held academic positions at Wofford College and Louisiana Tech University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by a broad network of investment adviser representatives.

Stephen Poulton is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent period at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor of his parent's estate. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a detailed client intake process.

Alexis Thomas is a financial advisor at Merrill with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Sound View Wealth Advisors. Outside of finance, she has experience at The Landings Golf and Athletic Club and in education roles at Georgia Southern University and local schools. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Cappelletti is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and having six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Brighthouse Financial, Belfast Mill and Cotton Room, Mad Vapes, and ADP Temps. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Haley Hill is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. UBS integrates institutional trading capabilities with wealth management, providing extensive research and capital markets services.

Tuongvan Nguyen is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Nguyen has held multiple tenures with LPL Financial since 2013. 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 various specialized services.

Alexander Willhite is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for six years before joining LPL Financial in 2019. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Gabe Gregory is a financial advisor with Edward Jones in Indian Land, South Carolina, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Jason Hoody is a CFA® charterholder affiliated with LPL Financial in Fort Mill, SC, where he has worked since 2015. He has nine years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Johnson Craig is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory work, she owns several small businesses including a bookstore and a non-emergency medical transportation company, and she is a licensed notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Olivia Makemson is a financial advisor at UBS Financial Services with Series 66 credentials and recent entry into the industry. Prior to joining UBS in 2025, she held roles at the University of North Carolina at Chapel Hill, Bucknell University, and Providence Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor financial plans. The firm operates both wealth management and institutional trading functions, offering a broad array of capital markets services.

William Anderson is a Financial Advisor with Merrill Lynch Wealth Management, serving clients since 2017. He previously worked as a Financial Solution Advisor for Merrill Edge- Self Directed. William is a Chartered Financial Analyst (CFA) charterholder, holds the Chartered Retirement Planning Counselor (CRPC) designation, and is FINRA registered. He earned his bachelor's degree from Gettysburg College. William's expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and sports and entertainment. He provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners, emphasizing strong client relationships and customized advice. Outside of his professional responsibilities, William is involved in community organizations such as the Boys and Girls Club of America and the Y Readers Giving Challenge. He is also a member of the Carolinas Golf Association. In his personal time, he enjoys golfing, fishing, staying fit, watching sports, and spending time with his family and friends.

Katherine Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. She has been associated with LPL Financial since 2015 and also works with LPL Enterprise LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.