Thomas Curry is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation and Capital Guardian Wealth Management. Outside of his advisory work, he is involved in tax preparation services and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Catherine Hunter is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and acts as a trustee for Hemphill. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, along with institutional consulting and public finance services.

Richard Jarman is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, he is a co-owner and managing partner of multiple investment-related businesses involving commercial rental properties and farmland leases. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Amelia Metzler is a Series 66-licensed financial advisor with Merrill, based in Charlotte, NC, and has seven years of industry experience. She has worked with Merrill since 2019 and previously held roles at Bank of America Merrill Lynch, North Star Resource Group, and Saint Francis University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Richard Adams is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been with Merrill since 2006 and has concurrently held a position at New York University since 2001. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader banking services, including lending and custody.

Donald Wolf is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Begay and Associates from 2008 to 2016. Outside of his advisory role, he owns a business that facilitates award sales and logistics in the Northeast region and writes financial plans for other Ameriprise advisors. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its strategies, which include asset allocation and tax-aware withdrawal approaches, operating within a framework influenced by affiliated product partnerships.

Jordan Bilodeau is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding CFP® and Series 66 designations and bringing eight years of industry experience. He has worked at Spaugh Dameron Tenny since 2017 and at MML Investors Services LLC since 2015, with prior experience at Hf Financial from 2015 to 2017. He is also involved as a director of financial planning in an additional business role. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships supported by firm-approved analytical tools.

Gage Mayer is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held roles at DEECO Inc, the North Carolina Department of Agriculture, and other local businesses prior to joining UBS. Mayer’s background includes diverse positions across both public and private sectors. UBS Financial Services Inc. 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, supported by proprietary research and a broad range of capital markets activities.

Linda Ledzian is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with LPL Financial since 2015. In addition to her advisory role, she operates Linda L. Ledzian Wealth Management, Inc. as a DBA for her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with a focus on discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. 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 large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Brendan Kelleher is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has spent his entire career with the firm since joining in July 1990. Brendan holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Brendan graduated from the University of North Carolina at Chapel Hill in May 1990 with a degree in Economics and earned a master's degree from Harvard University, concentrating in Finance. His areas of focus include legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. Outside of his professional work, Brendan is a member of the Carmel Country Club and spends his personal time golfing, running, traveling, and with his family.

Ethan Rahrig is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience at Carepoint, Inc. and Benestar Brands. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Lauren Barricklow is a financial advisor at Equitable Advisors with three years of industry experience and holds the Series 66 credential. Prior to joining Equitable Advisors, she has held diverse positions across various industries and is also the owner and CEO of Pyre Investments LLC. Equitable Advisors serves a broad range of clients including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Randolph Jackson Jr. is a financial advisor at Merrill in Charlotte, NC, with three years of industry experience and a Series 66 designation. He has been with Merrill and Bank of America N.A. since 2021. Outside of his advisory role, he works part-time as a delivery employee for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Seth Myers is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving both current and future financial goals. He emphasizes understanding clients and their families to identify strategies that leverage the full range of Fidelity's resources. Since joining Fidelity Investments in 2016, Seth has held multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant I, and Defined Contributions Services Representative. Prior to his tenure at Fidelity, he worked as a Personal Banker at Bank of America from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Seth enjoys baseball, cooking and baking, family activities, visiting museums, listening to music, and reading.

John Arthur is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation. He has three years of industry experience and has worked within education and religious organizations, including roles with Union County Public Schools and Fort Mill Church of God. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

Indira Tinsley is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent 13 years at Carolinas HealthCare System. Outside of her advisory role, she serves as a referral coordinator for Women in Networking, a community organization in Charlotte. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and advanced modeling tools, offering a broad range of investment and financial services.

John Holbrook is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Lowes, a waste removal business, and Medi Weightloss. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers fiduciary financial planning alongside capital markets and lending programs.

Jeanna Brandt is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.