John Burns is a CFP®-certified financial advisor at Raymond James & Associates with 55 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary strategies supported by firm research and multiple portfolio management styles.

Stephen Price is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Price serves as a board member and finance committee member for Children’s Attention Home, a nonprofit organization providing services to children in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and includes derivatives and commodities capabilities uncommon among institutional advisory programs.

Sean Mcnally is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Securities America. In addition to advising, he is involved in independent insurance brokering focused on long-term care through Brighthouse Financial. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Brian Masucci is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has recently transitioned into the financial services industry following prior experience in retail and local community activities. Outside of advisory work, he has been involved with the Lake Norman Swim League and Mooresville Golf Course. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

Oliver Scholle III is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Harvest Wealth Management, Commonwealth Financial Network, and served eight years in the U.S. Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Mateaia Lovejoy is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2026, she worked at Wells Fargo Clearing Services, LPL Financial, The Vanguard Group, MetLife Securities, and Robinhood Markets. 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 according to clients’ goals and risk tolerances.

Andrew Oliva is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he worked at Fidelity Investments for four years and has held positions in various industries including technology and retail. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Laura Killette is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 27 years of industry experience. She previously worked at Merrill for 22 years from 1998 to 2020. Outside of her advisory work, she is a consultant for Arbonne, selling their products through personal connections and home parties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Deborah Cook is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and MSI Financial Services. Outside of her advisory work, she provides accounting and bookkeeping services for a local nonprofit focused on children. LPL Enterprise serves a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

William Stafford is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, and J.J.B. Hilliard, W.L. Lyons. 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, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Paulino Diaz is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at Wells Fargo Clearing, Randstad USA, Luxcom Builders, and Alexis LLC prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Samuel Stringfellow is a Series 66-registered financial advisor with Equitable Advisors in Charlotte, NC, bringing two years of industry experience. Prior to joining Equitable Advisors in 2023, he held positions at ScentAir Technologies and BIC Distribution Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

Lauren Poleto is a CFP® professional with 19 years of experience in the financial industry. She is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Merrill. Her background includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs centered on financial planning supported by firm-approved tools and strategies. The firm manages substantial client assets and provides customized planning through its Financial Advisors and Estate Planning Strategies Group.

William Merchad is a financial advisor with LPL Financial holding the CFP® designation and Series 63 and 66 licenses, with 17 years of industry experience. His prior firms include Dimensional Fund Advisors and Edward Jones. Outside of his advisory role, he is involved with Realty Dynamics, a mortgage and real estate services business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Daniel Jones is a Financial Advisor at Merrill Lynch Wealth Management. He began his career in financial advising in 2025 after graduating from the University of North Carolina at Wilmington and joined Merrill in 2026. He focuses on areas including Family Wealth Management Strategies, Managing New Wealth, and Tax Minimization. Jones holds FINRA Series 7 and Series 66 registrations as well as Life, Accident & Health insurance licenses. He also has the designation of Personal Investment Advisor (PIA). Originally from south Charlotte, he graduated from Carmel Christian School in 2021. Outside of his professional role, he is involved in his church and enjoys spending time with his family and friends, along with various sports such as golf, football, basketball, and pickleball.

Liz Brown is an Executive Planning Consultant at Fidelity Investments, a position she has held since 2025. In her role, she collaborates with clients to develop financial plans that align with their goals and incorporate their workplace benefits. She emphasizes maintaining adaptable plans that respond to changes in clients' lives and objectives. With nearly 17 years of experience in the financial industry, Liz has held various roles including Benefits and Planning Consultant, Executive Services at Fidelity Investments from 2021 to 2025, Centralized Wealth Management Advisor at TIAA from 2018 to 2021, and Investment Consultant at Fidelity Investments from 2015 to 2018. Her career also includes positions at BB&T Securities, Vanguard, and other financial institutions. Liz holds insurance licenses in Arkansas and California. Outside of her professional work, she enjoys fitness, social events with friends, parenthood, and running.

Jessie Harris is a CFP® and Series 66 registered financial advisor with 12 years of industry experience. She currently serves as co-owner of Cardinal Hill Wealth Management and has previously worked at Edward Jones and Commonwealth Financial Network. Harris is based in Fort Mill, SC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms supported by research and advisor tools.

Evan Russell is a financial advisor with LPL Financial based in Fort Mill, SC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Commonwealth Financial Network for nine years and Norton Financial Services for three years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with customizable investment strategies and various operational tools.

Wells Armes is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Hillandale Advisors and CAPTrust. His background also includes roles connected to collegiate athletic departments and education institutions. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

David Bement is a financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for eight years. His background also includes roles outside of finance, such as at Life Time Athletic and Elon University Campus Recreation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.