Donald Wolf is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013, with a brief hiatus from 2016 to 2017. Outside of advisory work, he owns a business that facilitates sales and shipments of awards, such as pins and watches, in the Northeast region and also writes financial plans for another Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Bilodeau is a CFP® with nine years of industry experience, currently affiliated with Mass Mutual Investors Services. He has worked at Spaugh Dameron Tenny since 2017 and previously at HF Financial from 2015 to 2017. Bilodeau also serves as Director of Financial Planning at an affiliated entity in Charlotte, NC. 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 financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

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 with a Series 66 designation and one year of industry experience. His prior work includes roles in various industries such as retail and legal services. Equitable Advisors serves individual clients, retirement plans, corporations, and nonprofits by providing financial planning, retirement consulting, and asset management programs. The firm uses a client-focused approach to match clients with suitable advisory models, offering a range of investment options through third-party managers and proprietary funds.

Lauren Barricklow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 license and three years of industry experience. Prior to joining Equitable Advisors, she held various positions including self-employment and roles in education and service industries. She is also the owner and CEO of Pyre Investments LLC, a company involved in seeking and purchasing potential properties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Randolph Jackson Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. 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, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Gregory Lewis is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial Services since 2010. 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 model portfolios and research from multiple sources to support diversified investment strategies.

Matthew Fallaw is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Infinex Investments and Community One/Capital/FTB. He serves as Treasurer and Board Member for the McCullough Townhome Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services not commonly found among large institutional advisors.

Rylan Stephens is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Equitable Advisors LLC and has held roles in various sectors including healthcare and education. Stephens’s background includes positions at Baylor Scott White/Aramark and Iowa State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Laura Wolfrom is a financial advisor with Equitable Advisors in Fort Mill, SC, holding a Series 66 designation and 12 years of industry experience. She has worked at Equitable Advisors since 2014, previously associated with Axa Advisors, LLC from 2014 to 2020. She is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives. The firm relies on third-party asset managers and advisory programs and offers a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives, while providing ERISA fiduciary services to qualified plans.

Jessica Favatella is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Robinhood Financial, Capital Investment Advisory Services, and Dustin Kern, CPA, PC. In addition to her advisory roles, she was involved with Caprice Bistro for six years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.