Paige Donaghy is a Series 66-credentialed financial advisor with six years of industry experience, currently with Morgan Stanley in Charlotte, NC. Her prior experience includes roles at Mass Mutual Investors Services and Arthur J. Gallagher. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee analysis. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Robert Futrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with LPL Financial since 2009. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Robert Mcmillan II is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding a Series 66 designation with 15 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he serves as treasurer for the Heron Marsh Villas Unit 53 HOA and is a board member of The Benedicts in Charlotte; he also participates as a guest speaker for Abbvie Inc. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, combining in-house and third-party managers to implement a range of investment strategies from traditional to complex allocations.

Jordan Raniszeski is a CFP® professional with 19 years of industry experience, currently serving as an advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, 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.

Daniel Schuette is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS, he worked at Point Blank Range and Queen City K9. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad range of capital markets activities.

Priscilla Jarvis is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, Jarvis worked in the mortgage industry and operates the Charlotte Plant Gallery as an entrepreneurial venture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research to tailor client solutions.

Erik Smith is a CFP®-certified financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years at UBS. Erik is based in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kathryn Mclaughlin is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. In addition to her advisory work, she serves as a notary public in Charlotte. 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 advisory process is driven by investment policy statements and modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

William Mitchell Jr. is a financial advisor at Merrill in Charlotte, NC, holding Series 65 and Series 63 credentials with 30 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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, and institutional investors.

Sunil Nagpal is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Co. for 14 years. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning engagements and various investment programs, including wrap and money-manager offerings.

Kiairra Dixon is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Ally Bank and Heartland ECSI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Walters is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Charlotte, NC. He previously worked at LPL Financial, Independent Advisor Alliance, and SunTrust Advisory Services, among others. Walters owns and operates a support company named Jeff Walters, where he serves as an advisor and proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a broad advisor network.

Meg Johnson is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Britt Byerley is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1997 and specializes in providing comprehensive wealth planning services for high net worth families and business owners. Britt's expertise includes estate and income tax minimization strategies, multigenerational planning, and customized retirement and education strategies. She holds the professional designations of Chartered Retirement Planning Counselor™ and CERTIFIED FINANCIAL PLANNER® practitioner. Britt earned a Bachelor of Science degree from the College of Charleston. Outside of her professional work, Britt's personal interests include football, tennis, and spending time with her family.

Kevin Patterson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and a variety of investment strategies in its services.

Bradford Parsons is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Raymond James since 2017 and previously at Bank of America and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional clients, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Stephanie Diaz is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Cetera and its affiliated entities since 2019, with prior experience at Foresters Advisory Services and LPL Financial. Outside of her advisory work, she is involved in the sale of medical-grade alkaline water ionization solutions through an entrepreneurial venture called Enagic. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Elizabeth Lachanski is a financial advisor with Merrill in Charlotte, NC, holding a Series 63 designation and 36 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 1996. 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 developed by internal and third-party managers.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Capecci is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Merrill, Bank of America, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.