Bradly Collins is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company and New York Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Robert Mauldin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Ameriprise, United Rentals, and Halliburton Energy Services. 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 and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced operational tools.

Zachary Cummings is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 credentials. Prior to his current role, he worked at Aon Consulting and Prudential Financial, and he also spent four years with the Gettysburg College Athletic Department. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Thomas Kerner is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has worked at Baird and its related entities since 2020. Outside of his advisory role, he also works as a delivery driver for Instacart. 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 financial planning, discretionary and non-discretionary portfolio management, and other advisory services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Ross Kirwan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2024, he worked at PGIM Investments, Prudential Investment Management Services, and MBSC Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

Rashead Harper is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Deutsche Bank Securities Inc. and Wells Fargo Clearing. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research, capital markets services, and integrated banking and lending solutions.

Isaac Rankin is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2022 to 2026 and spent ten years at Christ School. Outside of his advisory work, he is an author of poetry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and special-needs clients.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Relational Wealth Management and has held various roles including teaching at the Darla Moore School of Business. Outside of his advisory work, he is involved in buying and selling merchandise through online marketplaces such as eBay and Facebook. Equitable Advisors serves a broad range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and client matching to investment models.

Charles Jones is a CFP® certificant with 36 years of industry experience, currently associated with Wells Fargo Advisors since 2024. His prior roles include eight years at Wells Fargo Clearing and a year at Wachovia Securities, Inc. He owns and operates Mecklenburg Wealth Management LLC, an independent practice based in Charlotte, NC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting net-worth thresholds. The firm offers a broad planning menu supported by proprietary research and planning tools, delivering recommendations through meetings and written summaries, with flexible implementation options.

Brian Reed Jr. is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work history including positions at Howard University and Amazon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations to tailor investment plans.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

David J. Cichan is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Southpark Office in Charlotte, North Carolina. He has been a financial advisor since 1991, including 15 years at Smith Barney where he served as Senior Vice President – Investments and Senior Portfolio Manager, before joining Merrill Lynch in July 2007. David focuses on working closely with clients to establish their financial goals and develop, implement, and regularly track strategies aimed at achieving those goals. David holds a Bachelor of Science degree in Business Administration with a concentration in Management from Bloomsburg University, earned in 1980. Before entering wealth management, he spent 11 years in the Human Resources field and operated his own consulting firm for five years. He is a Personal Investment Advisor (PIA) by professional designation. Originally from Pennsylvania, David is married to his wife Lisa and they have two children, Alex and Christian. His personal interests include golfing, music, and yoga.

Cameron Elliott is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client solutions.

Matthew Kern is a financial advisor at Raymond James Financial with 36 years of industry experience. He previously worked for MassMutual Investors Services and MassMutual Life Insurance Co for over three decades. In addition to his advisory role, Kern is the founder and treasurer of About Our Father's Business, a nonprofit organization, and serves as a co-trustee of a family revocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Bryce Miller is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is an agent for individual and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing technology such as Monte Carlo simulations to deliver detailed recommendations in ongoing client relationships.

Jon Bass is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he participates in professional video gaming tournaments. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, utilizing portfolios developed by internal and third-party strategists, and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Siamak Vazeen is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2023, following nine years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, 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 supported by centralized custody and order-routing infrastructure.

Ryan Titus is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Randstad. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, featuring tailored financial planning supported by firm-approved tools and modeling techniques.

Angela Evans is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2005 and Bank of America since 2021. 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.

Daniel Humphrey Jr. is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at PNC Investments and PRUCO Securities. He is based in Charlotte, NC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach and serving approximately 477,000 clients.