Kylie Miras is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of America Merrill Lynch and Bank of America, as well as positions outside the financial sector at J.Crew and Starbucks Corporation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Marshall Friedman is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, SeedSpark, ProCare Financial Services, CBRE, and Houlahan LokeY Capital, in addition to time spent at Duke University’s Fuqua School of Business. Outside of advisory work, he is involved as a partner in two real estate ventures, Mountaineer Campground, LLC and Starlite Lodge, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range 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 Financial Advisors and Corporate Financial Planning agreements.

Christian Huggins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining LPL Financial, he held roles at Robinhood Markets, The Vanguard Group, and worked in educational and community organizations. 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.

Matthew Anderson is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL Financial, he worked at UBS Financial Services Inc. and held positions at Waddell & Reed and Cetera Advisor Networks LLC. Outside of his advisory career, he spent time backpacking the Appalachian Trail. 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, supported by a large network of investment adviser representatives and advanced advisor tools.

Lindsey Bessant is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 66 and Series 63 licenses and 15 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2012 to 2020 and was associated with Gladstone Wealth Partners and FRGIS between 2020 and 2025. Outside of her advisory role, she provides administrative support to Gladstone Institutional Advisory. 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 portfolios, third-party asset management, and institutional platforms.

Kristy Schreiber is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. Her prior roles include positions at Commonwealth Financial Network and Associated Investment Services, Inc. Outside of advising, she is involved in bookkeeping services for her family-owned businesses, Schreiber Electric, LLC and Schreiber Property Holdings, LLC. 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, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Patricia Eardley is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, and LPL Financial. Outside of her advisory role, she maintains involvement with Limestone Products, where she performs housekeeping duties, and serves as a notary public in South Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Victoria Christiano is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith since 2007. 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.

Matthew Griffin is a financial advisor with Ameriprise in Rock Hill, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Family Trust Federal Credit Union and LPL Financial from 2009 to 2020. Griffin serves on the Board of Directors for an organization in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sarah Kemble is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. She previously worked at Pruco Securities LLC and has involvement with Geoff Kemble since 2021. Outside of advisory work, she is associated with real estate rental activities through ownership entities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Maxwell Martin is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His career includes five years at Goldman Sachs and three years at NYLIFE Securities LLC prior to joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating systematic quantitative and qualitative research.

Aaron Inkrote is a financial advisor at UBS Financial Services with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Robinhood Markets, Inc. and TIAA prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management services with institutional trading capabilities, providing a broad range of investment solutions.

Keith Kepley Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022 and was previously with Wells Fargo Clearing from 2016 to 2022. He serves as a trustee and co-trustee for a trust based in Charlotte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured tools and scenario analysis.

Anthony Moffa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior roles include positions at Linden Thomas & Company and TIAA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, combining internal research and manager selection with model-traded strategies and tax-management capabilities.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diane Malison is a financial advisor with Raymond James Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has been with Raymond James Financial and its affiliates since 1993 and is the owner and president of The Malison Financial Group, LLC, a support company for her Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using analytical tools to tailor recommendations based on client goals. The firm also offers municipal advisory services and specialized retirement plan consulting programs.

Brad Kirchenbaum is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Merrill since 2010. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Jason Mayer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Lawrence Papola Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Guardian Life and several insurance-related firms, including U.S. Captive Partners & Associates, Inc. Outside of advisory work, he is involved in insurance services related to life, health, annuities, and long-term care beyond his Guardian affiliation. 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 broad range of financial planning and investment management services supported by extensive advisor tools and a large network of more than 22,900 advisors.