Mitchell Comport is a CFA® charterholder with one year of industry experience. He is currently with LPL Financial and previously worked at Dimensional Fund Advisors, The Huntington National Bank, and KeyBank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Matthew Jones is a financial advisor with Charles Schwab, holding a Series 66 designation and 28 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. Outside of his advisory role, he serves as the men's tennis coach at Weddington High School in North Carolina. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Carlos Kaehler is a financial advisor with UBS Financial Services and holds the Series 66 designation. He has one year of industry experience, including prior roles at ConocoPhillips and FedEx. Kaehler also has an academic background from Clemson University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

Stephanie Roundy is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked for two years at the Law Office of Kelli Y Allen and spent ten years as a contract paralegal for Latham Vocational Services. 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.

Nataly Tracy is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Royal Alliance Associates and Charles Schwab & Co., Inc. Outside of her advisory career, she owns rental real estate properties. 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, institutions, and municipalities, offering financial planning and investment consulting through various programs and strategies.

Magay Shepard is a CFP®-credentialed financial advisor with 40 years of industry experience, currently with Stifel Nicolaus & Co., Inc. since 2009. He serves on the Board of Trustees at Mars Hill University and is a member of the church council at Sardis Baptist Church in Charlotte, NC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Matini Baruwa Etti is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior experience includes roles at Bank of America, KeyBank, JPMorgan Chase Bank, and affiliated securities firms. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Garrett Hicks is a financial advisor with Thrivent Investment Management in Charlotte, NC. He holds a Series 66 designation and has less than one year of industry experience. Prior to joining Thrivent, he worked in various roles including at Publix and Olympic High School, and operates a painting business called Garrett Hicks Painting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and a planning service that can be combined with managed-account programs under a consolidated billing option known as “WealthPlan.”

Isaac Williams is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Bradley Stoehr is a financial advisor with Cambridge Investment Research Advisors in Fort Mill, SC, holding Series 65 and Series 63 licenses and having 19 years of industry experience. His prior experience includes roles at Quasar Distributors, LLC and Horizon Investments LLC. Outside of his advisory work, he is involved in local youth athletics as secretary of Elite 9 Softball, serves as president of the non-profit Odd Kidneys, and is vice president of LMStoehr Designs, a retail business. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, managing a multi-billion dollar asset base and offering account implementation across multiple platforms and custodians.

Jayashree Rajesh is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005. Outside of her advisory role, she serves on the Memberships Committee of the Parent Teacher Student Organization at her son's high 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, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

William Cooper is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he serves as a board member for E. C. Griffith Company, a real estate business. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and corporate financial planning agreements.

Sara Bevilacqua is a Planning Consultant at Fidelity Investments, where she collaborates with a team of advisors to develop personalized financial plans tailored to clients' goals. In her role, she focuses on understanding clients both personally and financially to prepare and implement goal-based strategies. She has been with Fidelity Investments since 2020, holding various positions including Relationship Manager, Financial Representative, High Net Worth Associate, and Customer Relationship Advocate. This experience has provided her a comprehensive understanding of client needs and financial planning processes. Outside of her professional role, Sara enjoys activities such as family time, fitness, golfing, softball, traveling, and exploring culinary interests.

Garrett Smith is a CFP® professional with seven years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing Services LLC and Legacy First Financial Group. His background includes roles involving financial education and staffing at UNC Charlotte. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Jay Hitselberger is a CFP®-designated financial advisor with Raymond James & Associates in Charlotte, NC, bringing nine years of industry experience. Prior to joining Raymond James, he held roles at Purshe Kaplan Sterling Investments, Thrivent Financial, and LPL Financial. Outside of advising, he is a partner in Jay's Maize Kettle Corn Company, assisting with event coordination for the business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research resources.

Joel Heimbigner is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and eight years of industry experience. He has worked with Mass Mutual Life Insurance Co and Mass Mutual Investors Services since 2017, and previously spent eight years at Travelers Insurance. He also acts as a producer for outside insurance products, specializing in disability and fixed annuities on a limited basis. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and provides a variety of investment and event-driven planning services.

Nathan Dnistran is a financial advisor at J.P. Morgan Securities in Charlotte, NC, with 15 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at Goldman Sachs & Co from 2014 to 2018 before joining J.P. Morgan in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

John Dameron is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with MassMutual Investors Services and Massachusetts Mutual Life Insurance Company since 2002. Outside of his advisory role, he owns and operates a spice sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that utilize advanced software tools to develop recommendations tailored to clients’ goals.

Claire Mccarthy is a CFP®-credentialed financial advisor at Osaic with 27 years of industry experience. She previously worked at LPL Financial for five years and spent 20 years with M&T Securities, Inc. and M&T Bank. She is an investor in Wing Financial, a financial planning technology startup. Osaic Wealth serves a wide range of retail and institutional clients through a large multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools like risk-tolerance questionnaires and efficient frontier analysis to support various managed account strategies.

Richard Burns is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 18 years and E*TRADE Capital Management LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets through structured planning processes and various investment offerings.