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 with Merrill Lynch Wealth Management, specializing in serving Asian Indian community business owners and executives. With over ten years of experience in the financial services industry, she joined Merrill Lynch in 2016. Jasmine focuses on creating tailored strategies that accommodate the changing market conditions and align with her clients' individual goals. Her expertise includes estate guidance, insurance planning, wealth transfer, tax minimization strategies, and liquidity management. Jasmine works closely with high net worth families to develop integrated wealth management plans, concentrating on areas such as corporate executive services, employee benefits planning, international wealth management, and women and wealth. Jasmine holds a Bachelor's Degree from Amity University and a Master's Degree from the University of Glasgow. She is a Personal Investment Advisor (PIA) and is actively involved in several professional organizations, including the Charlotte Latin American Chambers, Charlotte Indian American Business Owners, Charlotte Indian Professionals, E-Women, and NABOW. She is fluent in English, Hindi, and Punjabi. Outside of her professional work, Jasmine volunteers in her community and has interests in 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.

Ryan Welsh is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, previously holding roles at Bank of America and several other organizations. Outside of his advisory work, he serves as a power of attorney for his parents in cases where they are unable to make decisions for themselves. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Louis Li is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel Burris is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, PaxMentis Advisors, and GCG Wealth Management, where he is currently President and Managing Director. Outside of his advisory work, Burris is involved in a family-owned agricultural and timber farm operation known as Burris Skyfall Ranch. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is recognized for its scale, complex affiliate network, and multi-advisor platform serving individual investors, retirement plans, charities, and corporate clients.

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

William Smith is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at First Citizens Investor Services and First Citizens Bank, as well as managerial experience outside finance at American Army Navy Store. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Alec Acosta is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a prior role at Bbtis from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.