Gregory Beck is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 10 years of industry experience. He worked at TIAA and TIAA-CREF from 2014 to 2022 before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Brendan Cole is a financial advisor with Merrill based in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Principal Financial Services and The Hanover Insurance Group. He also worked as a retirement consultant offering personalized investment advice to Principal retirement plan participants. 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 clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Charlotte Christian College and Theological Seminary, Cornwell Center, and PFS Investment Inc. Outside of his advisory work, he is involved with Yom Tov Enterprises, LLC, a non-investment-related business. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven investment strategies managed by unaffiliated asset managers and uses custodial support from Pershing, focusing on a diverse range of strategic and tactical portfolio models.

Jeffrey Vandiver is a financial advisor at LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses with 33 years of industry experience. He previously worked at Wells Fargo Clearing for seven years before joining LPL Financial in 2023. Outside of his advisory role, he is a partner in BRJK, LLC, a non-investment business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Mary Grace Cardow is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Vanguard Group, Clemson University Academic Success Center, and Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and tools.

Andrew King is a financial advisor with Osaic Wealth in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Metlife Securities, Mass Mutual, Sii, and Osaic since 2018. King serves as Vice President on the board of The Gary Hammond Scholarship Foundation, assisting with event coordination. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies, and is notable for its scale, affiliate network, and recent consolidation activity.

Joshua Griffin is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at the Davis Center for Portfolio Management and has engaged in graphic design creation for Redbubble.com. 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 and portfolio management to clients’ goals and risk tolerances.

Ganna Wenzell is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Fifth Third Securities, and JP Morgan Chase Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Ameriprise Premier Retirement Income service, which provides tailored retirement income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and financial advisors.

Keith Greenberg is a CFP® professional with 20 years of experience in the financial industry. He is currently with Raymond James & Associates and has previously worked at J.P. Morgan Securities, Bank of America, Merrill, and BlackRock Investments. Outside of finance, he coaches youth soccer, serving as a compensated coach for the Charlotte Independence Soccer Club and as a consultant for the Discoveries Soccer Club. Raymond James & Associates is a dually registered broker-dealer and 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 non-discretionary investment consulting through a range of portfolio management styles and affiliated research resources.

Joshua Dodge is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Matthew Bennage is a financial advisor with LPL Financial, holding a Series 63 designation and 19 years of industry experience. His career includes roles at Commonwealth Financial Network and Weller Financial Group. He is also the owner of MDB Wealth Advisory, LLC, a private entity involved in securities, advisory, and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,900 advisors and overseeing more than $819 billion in discretionary assets.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Melanie Trexler is a financial advisor at Fidelity with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at LPL Financial, Wells Fargo Clearing, and Truist Investment Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios and serves multiple registered investment companies, employing systematic methodologies and oversight controls.

Brian Booe is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Fields Auto Group. 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, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Carter Barlow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at The McKay Firm and has experience in education at the University of South Carolina and Charlotte Latin 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Belva Evans is a Financial Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She joined Merrill in 2021 as a Client Associate following a 21-year career in banking management. In 2024, she advanced to the role of Financial Advisor alongside colleague Susan Sorrells. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Belva utilizes her experience in banking and wealth management to assist clients in pursuing their financial goals, which may include education planning, real estate purchases, family needs, and retirement security. She emphasizes building relationships by understanding clients' unique circumstances across generations and supports them in making informed decisions through clear communication and attention to detail. She earned a bachelor's degree from the University of North Carolina System. Belva lives in Waynesville, North Carolina, with her husband, two children, and their Boston terrier. She is active in her local church and volunteers with the Tuscola Athletic Club. She also served on the Waynesville Rotary Board as treasurer and president-elect. In her free time, she enjoys spending time with family and friends, traveling, and attending Georgia Bulldog football games.

Landrum Henderson Jr. is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 51 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an owner and proprietor of a rental property in Pawleys Island, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments.

Jason Farouk is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, The Vanguard Group, Citizens Securities, and Santander Securities. 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.