Scott Ellis is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he owns and operates an educational website focused on cereal history and co-authored a hardcover book on the subject. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, drawing on a range of portfolio management styles and affiliated research.

Liz Corriher is a financial advisor at RBC Capital Markets with 37 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at RBC Capital Markets since 2019, following a previous role at Wells Fargo Clearing from 2016 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

James Paolone is a financial advisor with Edward Jones in Rock Hill, SC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carter Mathiason is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining Cambridge, he worked at Morgan Stanley and Florida Financial Advisors DBA Tristate Financial Advisors. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Kaley Youngcourt is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 credential and previously worked at UBS Financial Services for several years. Prior to her advisory career, she was affiliated with Roger Williams University and Masuk 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karl Badey is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 65 designation and has worked at Montovani Murray Nemphos & Tierinni, LLC since 2010. Based in Fort Mill, SC, he joined 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 variety of financial planning and asset management services through a large network of investment adviser representatives.

Samuel Pratt is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016. Prior to that, he was with Wachovia Bank, N.A. beginning in 2006. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Scott Depiazza is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2004 and 2005, respectively. Outside of his advisory role, he operates Di Piazza Impresa, LLC, an importer of kitchen appliances and accessories sold online. Charles Schwab serves a large client base primarily comprised of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm utilizes a client relationship model that includes both non-discretionary guidance and access to affiliated discretionary managed accounts.

Johnathan Shaw is a CFP® with 25 years of industry experience, currently associated with Wells Fargo Clearing. He has previously worked at Morgan Stanley and operated businesses including Pivott Transport, LLC and Cohesive Management Solutions, LLC. Shaw’s other business activities include managing transportation services and a real estate management company. 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 utilizes research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a broad platform.

Edward Bennett Jr. is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and having 17 years of industry experience. He has been with LPL Financial since 2011 and also works with Uvest Financial Services Group, Inc. since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Michael Bird is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Edward Jones. He is also president of Everest Retirement, a separate business activity based in Fort Mill, South Carolina. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various account platforms, proprietary model strategies, and access to third-party advisers.

Jacob Spitz is a Team Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2026. He works alongside his father, Jeffrey Spitz, to provide wealth management services through portfolio asset allocation aimed at achieving clients' financial and retirement goals. His role focuses on helping individuals and families pursue both short- and long-term financial objectives. Jacob specializes in areas including college education planning, family wealth management strategies, personal retirement planning, and portfolio management services. He develops personalized financial strategies and manages investment portfolios by thoughtfully allocating assets according to each client's goals, risk tolerance, and time horizon. He holds a Bachelor's degree from North Carolina State University and carries the Personal Investment Advisor (PIA) designation. Outside of work, Jacob's personal interests include cooking, hiking, spending time with family, traveling, and watching movies.

Joao Simao De Oliveira is a financial advisor at Merrill with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley, Bradesco Bank, and Banco Do Brasil. 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.

Thomas Crutchfield is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2026. He has previously worked with Commonwealth Financial Network for 14 years and has served as a consultant since 2009. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Andrew Harding is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 2009 and concurrently affiliated with Bank of America since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies constructed by internal and third-party managers.

Rachel Barker is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 credential and eight years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Carson Wealth Boston, Kestra Financial, and TEAM Wealth Planning and Management. She is a partner in Windy Ridge Farm, which is a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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, supporting a wide array of investment strategies and operational tools.

Michelle Martin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2026 and was previously affiliated with Commonwealth Financial Network and Riverstone Wealth Management. Martin is president and owner of RiverStone Wealth Management, Inc., a private entity that operates her securities, investment advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, combining scale with diverse non-advisory financial services.

Michael Jensen is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. He previously worked at Grant Capital and Commonwealth Financial Network. Outside of advising, he is a co-owner of a residential real estate management company in Overland Park, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions supported by a large network of investment adviser representatives.

Vaishali Trivedi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes prior roles at Fifth Third Securities and a total of 16 years with Wells Fargo entities. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions through a large network of over 14,000 advisors.

Randall Schmailzl Jr. is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network, Generation Strategies, LLC, and New York Life-related firms. Outside of his advisory roles, he serves as treasurer of the Echo Valley Professional Group, a networking organization in West Des Moines, IA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.