Lucas Beatty is a Series 66-licensed financial advisor at Thrivent Investment Management with nine years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Outside of his advisory role, he serves as a board member for the Dallas, NC Boys and Girls Club and as a trustee for Venture Church. Thrivent Investment Management offers dedicated planning services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based analyses addressing a broad range of financial planning topics, with opportunities to combine planning and managed-account services under a consolidated billing option.

Daniel Hanvey is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2009. Hanvey is also the owner of LWM Partners, a business unrelated to investment activities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.

Thomas Berger is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1993. Berger also serves as treasurer for KingDaddy-Musical Group, a for-profit LLC unrelated to investing. Merrill, alongside 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 a range of individual and institutional clients.

Lisa Balducci is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Woodbury Financial Services, HSBC Securities, and M&T Securities. 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.

Matthew Harris is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Workpath and CLA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

John Thibault is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Prior to his current role, he has worked in various roles including service industry employment as a bartender at Tiffany Sports Lounge. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Jordan Brown is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Northwestern Mutual. Outside of advising, Brown owns a fitness planning business and serves as a First Private in the U.S. Army National Guard. Charles Schwab 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 and discretionary investment guidance using multi-asset model portfolios and maintains a large, integrated operational structure.

Jasmine Sehgal is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been working in the financial services industry for over 10 years and joined Merrill Lynch in 2016. Jasmine specializes in creating personalized wealth management strategies tailored to individual client needs, focusing on high net worth families and the Asian Indian community. Her expertise includes estate guidance, insurance planning, wealth transfer, tax minimization strategies, and liquidity management. She works with clients in areas such as corporate executive services, employee benefits planning, executive compensation, international wealth management, and small business strategies. Jasmine holds a Bachelor's Degree from Amity University and a Master's Degree from the University of Glasgow. She holds the Personal Investment Advisor (PIA) designation and is fluent in English, Hindi, and Punjabi. Professionally, she is involved with organizations including the Charlotte Latin American Chambers, Charlotte Indian American Business Owners, Charlotte Indian Professionals, E-WOMEN, and NABOW. In addition to her professional pursuits, Jasmine participates in community volunteer activities in line with Merrill's tradition of community involvement. Her personal interests include dancing, interior decorating, singing, traveling, and yoga.

Carrie Jones is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services Inc and Cambridge Investment Research Advisors, Inc. Jones serves as a board member for Serenity Pastoral Counseling, a nonprofit organization. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and third-party money manager programs. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, with a notable scale and a complex affiliate network supporting its platform.

Daniel Vey is a CFP®-certified financial advisor with Edward Jones in Charlotte, NC, where he has worked since 2001, accumulating 24 years of industry experience. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he manages an office rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Adrian Smigiel is a financial advisor with Wells Fargo Clearing in Belmont, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Bank, NA from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Charles King is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Merrill since 2000 and Bank of America, NA since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Jessie Mccollough is a financial advisor at Morgan Stanley in Charlotte, NC, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services and First Citizens Bank in various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-return modeling.

Steven Sovde is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Lincoln Financial Securities Corporation and Global Financial Private Capital, Inc. Sovde is also an independent insurance agent in Charlotte, NC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and proprietary model strategies.

Austin Wertz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies tailored to clients' unique financial situations and goals. Austin emphasizes a comprehensive approach that begins with understanding clients and their families, enabling him to develop flexible strategies aligned with changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address a broad range of financial needs. His areas of focus include managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Austin holds a Bachelor's Degree from the University of South Carolina System and an MBA from Robert Morris University Illinois. He maintains the Personal Investment Advisor (PIA) designation. Committed to community involvement, Austin follows Merrill’s tradition by volunteering with local organizations. Outside of his professional work, he has interests in football, tennis, and writing.

Jeremy Zitting is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. He has been with Charles Schwab since 2011 and has also worked at Charles Schwab Bank SSB since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services, offering both non-discretionary and discretionary investment management options.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Securities and HSBC Securities (USA) Inc. prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Mary Murphy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 credentials and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Legg Mason Wood Walker, Incorporated. Outside of her advisory work, she serves as treasurer for a support group focused on individuals affected by alcoholism and works as an independent consultant selling beauty and health products, in addition to acting as a Notary Public. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Katherine Leszcynski is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior positions include roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.