Jonathan Tedesco is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2019 and Morgan Stanley Smith Barney LLC since 2018, following a two-year tenure at Keyence Corporation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to guide clients, primarily acting in an advisory capacity.

Brian Mc Call is a financial advisor at J.P. Morgan Securities in Charlotte, NC, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase bank NA since 2017, including his current role at J.P. Morgan Securities since 2019. Prior to joining JPMorgan, he was employed at PwC from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional programs.

Michael Firestone is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Charlotte. He is also a partner in The Rivlin Firestone Group. With over 30 years of experience, Michael provides financial guidance to companies and individuals, creating Wealth Management Plans and financial strategies that align with clients' goals and objectives. His areas of focus include wealth preservation, investment portfolio selection, retirement income strategies, concentrated stock strategies, charitable giving, business succession strategies, college planning, estate maximization strategies, long-term care, and access to mortgage lending through Bank of America. Michael participates in Merrill's Alternative Investment Academy accreditation program covering Hedge Funds, Private Equity, and Real Assets. Michael holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc.; the Chartered Retirement Planning Counselor™ (CRPC™) designation from The College for Financial Planning Institutes Corp.; the Certified Plan Fiduciary Advisor® (CPFA®) designation issued by the National Association of Plan Advisors; and FINRA Series 7 and Series 66 registrations. He also possesses life and health insurance licenses, as well as long-term care and Medicare licenses. He previously worked as a Certified Public Accountant (CPA) at Ernst & Young and KPMG, providing assurance, advisory, and tax services to Fortune 1000 companies, C-level executives, audit committees, and boards of directors. Additionally, he led a mergers and acquisitions department for a Fortune 10 company for over six years. Michael earned both his MBA in Finance and Bachelor of Business Administration in Accounting with Magna Cum Laude honors from Pace University. Michael volunteers and donates to various charities, including First Book of Charlotte and Junior Achievement, and has served as a board member for various religious organizations. He enjoys traveling and spending time with his wife, Lisa, their two sons, and their dog Clay.

Satish Markanda is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at A. G. Edwards & Sons, Inc. and Transamerica Financial Advisors, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Carrington Coulter is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he participates in a committee at Christ Episcopal Church managing memorial funds for church projects. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutional investors, and pension plans. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and extensive affiliated research.

Jon Gandy is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Wells Fargo Advisors for 19 years before joining UBS in 2024. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Connor Willis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and in various roles outside finance, including at Benchmark Physical Therapy and the University of North Carolina. Charles Schwab serves a broad range of mostly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and custody services.

Rebecca Worlds is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Raymond James in 2024. She is also employed as a client service associate at Cygnus Asset Management. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, utilizing risk profiling and analytical tools to support client goals.

Jeff Leichman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over two decades, contributing to various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service Trader. His extensive experience within the company reflects his commitment to exceptional client service and personalized financial guidance. Throughout his career at Fidelity, Jeff has focused on partnering with clients to develop financial plans aimed at achieving their financial goals. His expertise encompasses diverse investment choices and tailored advisory services. Jeff's long tenure at Fidelity demonstrates his dedication to the firm's principles and client-centered approach.

Megan Bright is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked in various roles at East Carolina University and Harris Teeter. Outside of her advisory role, she continues to work part-time as a cashier at Harris Teeter. 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.

Ryan Schachtner is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge Investment Research Advisors since 2020. Prior to that, he was with OneAmerica Securities, American United Life, and Securian Financial Services. Outside of advisory work, he is CEO of Caroline Asset Management, an independent insurance agency, and 1Market Street, LLC, a book sales and speaking business. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

William Winget is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley DW Inc. Winget is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. 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 including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Annin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help simplify and manage their financial lives by delivering a comprehensive approach to managing wealth. His approach begins with listening to each client's needs and ensuring every strategy is grounded in an understanding of their personal goals. William utilizes the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, executive compensation, investment consulting for defined contribution plans, portfolio management services, and retirement income. William holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of North Carolina System. William is involved in his community through participation in the Fort Mill Rotary Club. In his personal time, he enjoys biking, golfing, and swimming.

Keith Nowokunski is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience, all with Edward Jones since 2005. He serves as President of the Charlotte Economics Club, collaborating with past presidents to represent the club to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Serena Henry is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Morgan Stanley in 2025, she spent nine years with Wells Fargo Clearing. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Reade Stallings is a Planning Consultant at Fidelity Investments. In this role, he collaborates closely with Financial Consultants and Wealth Planners to deliver financial planning experiences tailored to client goals. He utilizes planning tools and concepts to identify opportunities and help clients make informed decisions aligned with their long-term financial vision. Prior to his current position, Reade held roles including Workplace Planning Consultant I and II at Fidelity Investments from 2023 through 2024. These positions contributed to his expertise in workplace financial planning and client engagement. Outside of his professional duties, Reade enjoys biking, boating, golf, movies, snowboarding, and surfing.

Josephine Hoberman is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Charlotte, NC, and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she held positions at J.P. Morgan Private Bank, West Bay Realty, and was self-employed. Outside of her advisory role, she serves on the board of Beach Chair Properties LLC, assisting with home maintenance projects. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers specialized regulatory registrations and derivatives capabilities.

Aaron Kauffman is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy at Architech Sports and Physical Therapy and Elite Physical Therapy. He maintains a physical therapy license but is not currently practicing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Erika Fournier is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrimack County Savings Bank. Outside of finance, she has experience in the retail sector, having worked at Orange Leaf Frozen Yogurt. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers to tailor strategies based on each client's risk profile.

Emily Nauss is a financial advisor at Ameriprise with seven years of industry experience. She previously worked at UBS Financial Services Inc. for six years and has been with Ameriprise since 2025. Nauss holds the Series 66 designation and is based in Charlotte, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.