Helen Nix is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. She has worked at Merrill since 2023 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. from 2016 to 2023. 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 plans, corporations, and charitable organizations.

Stephen Ridge is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he has held various positions including serving as a server at Selwyn Pub. 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 portfolios, third-party asset management, and institutional platforms.

Ryan O'Connor is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Ameriprise, The Vanguard Group, and Wolters Kluwer, as well as a position at the University of South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across discretionary and non-discretionary platforms.

Sharon Morrow is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides personalized financial guidance to clients, focusing on aligning strategies with their individual goals and values. Sharon takes a relationship-driven approach, engaging deeply with clients to understand their aspirations beyond finances. Her expertise includes diligent planning, disciplined investment strategies, and ongoing communication to help clients navigate significant financial decisions with clarity and confidence. Sharon works with clients across various stages, whether preparing for retirement, growing wealth, or planning for future generations. She holds the Personal Investment Advisor (PIA) designation. Sharon earned her bachelor's degree from the University of South Carolina System. She lives near Uptown Charlotte with her husband and their two dogs. Outside of work, she enjoys traveling, hiking in the North Carolina mountains, practicing yoga, playing board games, and spending time with family and friends.

Stephen Berry is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at Sage Creek Planning and Investments, Commonwealth Financial Network, and First Trust Advisors. He is based in Fort Mill, South Carolina. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice provided by investment adviser representatives using a range of discretionary and non-discretionary strategies.

Glenn Hines is a CFP® professional with 33 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and previously worked for Edward D. Jones & Co., L.P. for over three decades. He holds Series 63 and Series 66 licenses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm emphasizes tailored, non-discretionary planning and uses analytical tools such as risk profiling and predictive modeling to support client goals.

George Cater V is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Grant Capital, Commonwealth Financial Network, and New York Life. Outside of finance, he has been involved with Blanc Champagne Bar in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Clarence Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined The Feraci Group in 2018. Prior to that, he worked as a Registered Representative at Vanguard and as a Relationship Manager for a financial planning software firm. Clarence focuses on developing financial strategies tailored to high-net-worth individuals, their families, and businesses. His work encompasses various aspects of clients’ financial lives, including investments, tax minimization strategies, retirement assets, and lending services provided through Bank of America. Clarence aims to create clear, actionable plans to help clients build, manage, and preserve wealth for current and future generations. He holds a Bachelor’s degree from Appalachian State University and the Personal Investment Advisor (PIA) professional designation. Clarence strives to bring simplicity and clarity to his clients’ financial lives by creating customized strategies that align with their personal goals.

Timothy Leman is a financial advisor with LPL Financial and holds a Series 65 designation, bringing 18 years of industry experience. He previously worked with Gibson Insurance Group for over two decades and has been with LPL Financial since 2026. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by its extensive network of investment adviser representatives.

Mikael Anderson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2000. In this role, he serves organizations and high-net-worth individuals, providing expertise in areas such as 401(k) plan consulting, individual wealth strategies, portfolio management, and retirement income strategies. His approach focuses on long-term fundamentals while adapting to the evolving market conditions. Mikael's professional credentials include Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a Bachelor's Degree and a Master's Degree from the University of Illinois at Chicago, Graduate College. He is a member of the National Association of Plan Advisors and The Investments & Wealth Institute. Outside of his professional work, Mikael enjoys cooking, hiking, music, reading, spending time with his family, traveling, and watching movies.

James Richardson is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery processes and firm‑approved planning tools, managing approximately $2.74 trillion in client assets.

Dustin Lisk is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. His prior work includes positions at Bank of America and Merrill. He serves as a finance committee member for Bethany United Methodist Church and owns Maple Creek Capital, LLC, a business involved in personal real estate investment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by proprietary research and affiliated sub-advisers.

Kelley Moore is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials and four years of industry experience. Prior to UBS, Moore held positions at The Vanguard Group and Merrill, and has spent several years self-employed. Moore’s background also includes experience in educational roles at preschool institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and comprehensive capital markets offerings.

James Perryman Jr. is a financial advisor with Robert W. Baird & Co. in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Robert W. Baird since 2011. Outside of his advisory work, he is the sole partner of Perryman & Perryman LLC, an entity established for limited liability purposes. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, including discretionary and non-discretionary strategies.

Matthew Aument is a CFP® professional with 20 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of his advisory work, he maintains an active LLC in North Carolina. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Rebecca Hajjar is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. She previously worked for Commonwealth Financial Network for 26 years before joining LPL Financial in 2026. 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, supporting advisors with research and operational tools.

Jackson Miller is a CFP®-certified financial advisor with 15 years of industry experience. He currently works at LPL Financial and previously spent 14 years at Edward Jones. Based in Charlotte, NC, Miller’s designations also include Series 66. 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 broad range of financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and customized strategies.

Katherine Whitted Groetzinger is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, 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 client plans.

Christopher Jones is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Stephens, and UBS Financial Services. Jones is also co-trustee of a non-client trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services delivered through its extensive network of investment adviser representatives who utilize diverse strategies and third-party resources.

Langston Mallouky is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Before joining UBS in 2018, he worked at The Vanguard Group for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients' goals and risk tolerances.