Kylie Miras is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Her prior work history includes roles at Bank of America Merrill Lynch and Starbucks Corporation. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies implemented by affiliated managers and integrated within Bank of America’s broader platform.

Marshall Friedman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, SeedSpark, ProCare Financial Services, CBRE, and Houlahan LokeY Capital, in addition to time spent at Duke University’s Fuqua School of Business. Outside of advisory work, he is involved as a partner in two real estate ventures, Mountaineer Campground, LLC and Starlite Lodge, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and Corporate Financial Planning agreements.

Christian Huggins is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Robinhood Markets, Inc., The Vanguard Group, Inc., and educational institutions including Queen's University of Charlotte. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management across various investment strategies.

Matthew Anderson is a CFP®-designated financial advisor with eight years of industry experience, currently with LPL Financial. His prior roles include positions at UBS Financial Services, Waddell & Reed, and Cetera Advisor Networks. In 2023, he spent a year backpacking the Appalachian Trail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 credentials and 15 years of industry experience. She has worked previously at firms including TIAA and Gladstone Wealth Partners. Bessant provides administrative support to Gladstone Institutional Advisory, an independent investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patricia Eardley is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and LPL Financial. Outside of her advisory role, she maintains involvement with Limestone Products, where she performs housekeeping duties, and serves as a notary public in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 investment services tailored to plan objectives and risk tolerances.

Victoria Christiano is a Series 66-licensed financial advisor with Merrill in Charlotte, NC, with 23 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Matthew Griffin is a financial advisor with Ameriprise in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Family Trust Federal Credit Union and LPL Financial from 2009 to 2020. Griffin serves on the Board of Directors for an organization in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Kemble is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Pruco Securities LLC and the McDowell Street Center for Family Law, Inc. She is also involved in a family business, Geoff Kemble, which she has been part of since 2021. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform with multiple adviser programs and affiliated services.

Maxwell Martin is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Goldman Sachs and NYLIFE Securities LLC. Prior to his financial services career, he was involved with Marketing Consulting Associates LLC for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm uses a combination of quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Aaron Inkrote is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets and TIAA. His background also includes roles outside of financial services in marketing and hospitality. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Keith Kepley Jr. is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kepley serves as a trustee and co-trustee in a trust business based in Charlotte, North Carolina. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Anthony Moffa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior roles include positions at Linden Thomas & Company and TIAA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, combining internal research and manager selection with model-traded strategies and tax-management capabilities.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diane Malison is a financial advisor with Raymond James Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has been with Raymond James Financial since 1993 and is also president of The Malison Financial Group, LLC, a support company for her Raymond James business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Brad Kirchenbaum is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2010. Located in Charlotte, NC, he serves clients through the firm’s managed account services. Merrill provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Jason Mayer is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Norah Pliss is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has previously worked at The Vanguard Group and Bank of America. Outside of finance, she has experience with community-focused organizations such as City Year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse clientele including individuals, high-net-worth clients, and institutional investors.

Ryan Miller is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Financial, he has held roles in education and various organizations including State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.