Chris Reilly is a financial advisor at Merrill with 26 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1999. Outside of his advisory role, he co-owns Burn Boot Camp GA, a fitness center in Atlanta, Georgia, alongside his wife. 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 investors, and institutional entities.

Joseph Henderson is a financial advisor with Merrill, holding a Series 66 designation and based in Indian Land, SC. He has been with Merrill since 2021 and also has prior experience at Bank of America, N.A. beginning in 2025. Before his career in finance, he worked at Central Piedmont Community College and Rocky Mountain Chocolate Factory. 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.

Catherine Sheehy is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Merrill, she worked at Wells Fargo Clearing, Robert W. Baird & Co., Inc., and TIAA-CREF. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grady Howard is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a director for the Charlotte Kiwanis Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and tailored investment strategies.

Keith Loughlin is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He serves as a trustee for his sister’s trust in Raleigh, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad investment menu with insurance-related vehicles and bank deposit sweep options.

Madeline Hamel is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. She previously worked at McGriff Insurance and has a background that includes roles in education and at Anne Springs Close Greenway. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans while offering institutional trading capabilities alongside wealth management.

Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Winthrop University, Mass Mutual Investors Services, and Massachusetts Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources along with various management and technology-enabled investment solutions.

John Poor is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He worked at Merrill from 2003 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Grant Lincoln is a Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Charlotte market. He specializes in helping individuals and business owners build and preserve their wealth through personalized financial planning strategies. His expertise includes college education planning, corporate benefits, corporate executive services, divorce transition planning, equity compensation services, legacy planning, tax minimization, and retirement income. Grant adopts a straightforward approach, focusing on understanding clients' goals and unique situations to develop tailored financial plans without relying on jargon or one-size-fits-all solutions. Grant holds a Bachelor's Degree from Appalachian State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests in basketball, football, and golfing.

Keith Kerber is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Robert W. Baird and involvement with The Reserve at Lake Keowee, The Walker Course, and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been associated with Primerica Advisors since 2017, including its affiliated Primerica Financial Services, and also has experience in other business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors 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 clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, utilizing model-driven investment strategies supported by third-party managers and custodial services.

Christopher Barton is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Allstate Insurance Company, and Bank of America. Outside the financial industry, he is an owner and partner of All Set Ventures LLC, a business involved in wholesale and brokerage of boats, powersports, and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of financial planning and portfolio management services supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. 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 programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Anna Miller is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2002. Prior to her current role, she was employed at Bank of America N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Wesley Winston is a financial advisor at LPL Financial with a Series 65 credential and one year of industry experience. Prior to joining LPL Financial, he was associated with Florida Financial Advisors DBA Tristate Financial Advisors and has work experience at Ametek, Coastal Carolina, and the University of Coastal Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Dwayne Deatherage is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners, Raymond James Financial Services Advisors Inc., and Bank of North Carolina, among other firms. Outside of his advisory role, he is employed as an investment advisor at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance capabilities.

Brandon Hertzberg is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. His prior work includes roles at The Cape Cod Five Cents Savings Bank and Ames Financial Services, as well as experience during his time at The University of Tampa. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management.

Trevor Gebhart is a financial advisor with Edward Jones, holding a Series 66 designation and over seven years of professional experience. His prior roles include positions at PepsiCo, Europa Sports Products, and Crisp, as well as entrepreneurial activities with his own venture, Hut Appeal. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Szudzik is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for five years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Parker Stockmoe is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining UBS in 2026, he worked at Equitable Advisors for three years. He has experience in the food service sector, including a role at Fresco Salad and Grain Bowls. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.