Mitchell Hodgkiss is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pi Kappa Alpha KK Alumni Association. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. 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 advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Brendan Cole is a financial advisor with Merrill based in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Principal Financial Services and The Hanover Insurance Group. He also worked as a retirement consultant offering personalized investment advice to Principal retirement plan participants. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Charlotte Christian College and Cornwell Center, alongside ongoing work with PFS Investment Inc. and Primerica Financial Services. Outside of finance, he is involved with Yom Tov Enterprises, LLC, a non-investment-related partnership. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Jeffrey Vandiver is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is a partner in BRJK, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Mary Grace Cardow is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Vanguard Group, Clemson University Academic Success Center, and Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and tools.

Andrew King is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Metlife Securities and Mass Mutual. Outside of his advisory role, he serves as vice president of the Gary Hammond Scholarship Foundation, assisting with event coordination. OSAIC serves a diverse client base, including individuals, institutions, and charitable organizations, offering a range of advisory services from financial planning to managed portfolios. The firm employs advanced asset-allocation tools and supports multiple investment platforms and third-party solutions.

Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ganna Wenzell is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Fifth Third Securities, JP Morgan Chase Bank, and LPL Financial. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Andrew Warner is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 66 and Series 63 licenses. He has four years of industry experience, including prior roles at Wells Fargo Securities. Outside of his advisory work, he is also an insurance broker specializing in life, disability, long-term care, and health insurance. Mass Mutual Investors Services 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 using detailed client data and firm-approved analytical tools to develop recommendations.

Keith Greenberg is a CFP® professional with 19 years of industry experience, currently affiliated with Raymond James & Associates. His prior experience includes roles at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of his financial advisory work, Greenberg coaches youth soccer and serves as a consultant for local soccer clubs. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by affiliated research and model managers.

Joshua Dodge is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to guide investment selections.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Melanie Trexler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Fidelity's Strategic Advisers LLC, where Melanie works, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative and algorithmic methods to construct portfolios from mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company, among other positions outside finance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management supported by research and model portfolios.

Carter Barlow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at The McKay Firm and has experience in education at the University of South Carolina and Charlotte Latin School. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Landrum Henderson Jr. is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 51 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an owner and proprietor of a rental property in Pawleys Island, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments.

Jason Farouk is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, The Vanguard Group, Citizens Securities, and Santander 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.