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® professional with 15 years of experience in financial advisory roles. He is currently with Raymond James Financial Services Advisors, Inc. and has previously worked at 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. serves a diverse client base including individual investors, high-net-worth and non‑HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting through Wealth Advisory Services, utilizing firm research and modeling tools, and maintains a significant focus on non‑discretionary advisory relationships.

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 11 years of industry experience. She has been with Equitable Advisors since 2014, including time when the firm operated as Axa Advisors, LLC. Wolfrom is also the managing member of Wolfrom Financial Services, LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, operating a hybrid referral and implementation model that combines advisory and brokerage channels.

Jessica Favatella is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2022. Her prior experience includes roles at Robinhood Financial, Capital Investment Advisory Services, and Dustin Kern, CPA, PC. Outside of finance, she was involved with Caprice Bistro for six years. 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 client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated into Bank of America’s corporate platform, providing a wide range of products and services beyond investment management.

Grace Jaehnen is a CFP®-designated financial advisor with one year of industry experience, currently associated with LPL Financial. Her prior experience includes roles at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Fabricio Cardoso is an advisor with LPL Financial, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining LPL Financial, he worked at MWA Financial Services, Modern Woodmen of America, and held various roles outside the financial industry, including positions at Autobell, University of North Carolina at Charlotte, Taco Bell, Central Piedmont Community College, Chipotle, and Porter Ridge Middle/High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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 both internal and third-party sources.

Marc Zabicki is a CFA® charterholder with 27 years of industry experience. He is currently with LPL Financial and has prior experience at firms including Global Retirement Partners, Bower Hill Capital Management, and SWS Partners. His career spans roles at both advisory and broker-dealer firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research from internal and third-party sources.

Benjamin Asseff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 and works with his team to develop customized wealth and financial strategies tailored to each client’s individual needs and goals. With over 20 years of experience, Michael specializes in education planning, family wealth management strategies, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Michael earned a High School Diploma from Totino Grace and attended the University of Minnesota System without obtaining a degree. Originally from Kentucky, Michael resides in Laguna Niguel with his family. His personal interests include boating, cooking, fishing, golfing, and reading.

Brenton Purcell is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in Living Proof Art Collective LLC, a business based in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Laura Silva Flores is a financial advisor at LPL Enterprise with 16 years of industry experience. She has held roles at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade before joining LPL Enterprise. Outside of her advisory work, she is involved in direct sales with Young Living Business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through 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.

Kristin Arena is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at UBS Financial Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laney Savoie is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Brighthouse Financial and Genesee Regional Bank. She also has experience outside finance, including work with Pizza D's. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Donaghy is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, having worked with MML Investor Services, LLC and MassMutual since 2004. Donaghy also owns and manages Donaghy Financial Planning, LLC, an LLC focused on business operations and administrative functions. MML 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, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and models.

Adam Crandall is a financial advisor with LPL Financial holding Series 63 and Series 65 registrations and 21 years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brandon Turner is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 20 years of industry experience. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced investment strategies.

Robert Boyd is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he engages in photography and serves as a photojournalist covering sporting events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Charles Hopman is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2014, with a three-year period at Cadaret, Grant & Co., Inc. prior to returning to LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Matthew Chavis is a financial advisor at UBS Financial Services with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Chavis holds Series 63 and Series 65 licenses and is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.