Carl Myers is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Lincoln Financial Securities Corporation and MSI Financial Services, Inc. Myers is also involved in a separate real estate business and serves as an insurance agent through WealthPlan Financial Group. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms, including proprietary model strategies under the Founders Gate Capital brand.

Kylan Smith is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank and BB&T Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and extensive resources.

George Rankin is a Series 66 licensed financial advisor with 22 years of industry experience. He has worked at UBS Financial Services since 2009 and previously spent four years at Citigroup Global Markets. Based in Charlotte, NC, he currently serves clients through UBS Financial Services. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Brandon Helms is a CFP® professional with 17 years of industry experience, all with Edward Jones since 2009. He is based in Charlotte, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large national network of advisors and branch offices.

John O'Connor is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Legacy Consulting LLC and Erickson Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Seth Ratchford is a Financial Consultant at Fidelity Investments, a position he has held since 2016. He has been with Fidelity since 2012, progressing through roles including Investments Consultant, Regional Relationship Manager, and Financial Representative. Prior to joining Fidelity, Seth worked as a Financial Advisor at Edward Jones, an Insurance Agent at New York Life, and a Securities Trader at Opus Trading Fund LLC. Throughout his career, Seth has focused on partnering with clients to address both the financial and emotional aspects of retirement planning. His approach and business philosophy emphasize aligning with clients' goals to help them work toward their financial objectives. Outside of his professional work, Seth enjoys various outdoor activities such as camping, fishing, golf, skiing, and other outdoor adventures, as well as cooking and baking.

Kara Kobosko is a financial advisor at Stifel in Charlotte, NC, holding Series 63 and Series 66 licenses with 27 years of industry experience. Her prior positions include roles at Merrill Lynch and Bates Group. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies by its Investment Strategy Group, providing clients with asset allocation and planning analyses to inform their financial decisions.

Daniel Emmons is a CFP® with 19 years of industry experience and has been with Stifel Nicolaus & Co Inc since 2013. He is based in Charlotte, NC, and serves as a board member for Foster Village Charlotte, a nonprofit supporting and advocating for foster families. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Antonius Hendrix is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His prior experience includes seven years at Edward Jones and roles at Charlotte Business Advisors LLC and SPGPrints. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and third-party managers.

Mia Ziring is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Merrill and Bank of America. Outside of her advisory role, she is involved in several small business ventures, including ownership and management roles in real estate partnerships and a mini storage LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing a range of portfolio management strategies supported by extensive research and affiliated sub-advisers.

Cory Taylor is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Outside of his advisory work, he serves as a trustee of his parents' trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and offers both brokerage and advisory solutions.

Dalton Kleinhen is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at The Vanguard Group and has a background that includes roles outside finance, such as selling used clothing and shoes through an online platform. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Buergler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He partners with clients to assist them in making important financial decisions leveraging Fidelity's resources. Andrew has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, Workplace Planning and Guidance Consultant I, and Defined Benefit Representative. His career has provided him with extensive experience in financial consulting and investment management. Outside of his professional life, Andrew enjoys football, golf, swimming, and is involved in parenthood.

Robert Elliott is a Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various financial roles since 2014, including Financial Representative, Relationship Manager, and Financial Consultant. Robert focuses on collaborating with clients to co-create financial plans inspired by their ultimate aspirations, using a five-step process centered on building meaningful relationships to add value to clients' financial situations. Throughout his tenure at Fidelity, Robert has developed expertise in wealth planning and client relationship management. His approach emphasizes aligning financial strategies with clients' long-term goals. Outside of his professional work, Robert engages in activities such as baseball, family activities, fitness, golf, parenthood, and traveling.

Katharine Kurtz is a Series 66-licensed financial advisor with Morgan Stanley in Charlotte, NC, with eight years of industry experience. She previously worked at Edward Jones and has been with Morgan Stanley Smith Barney LLC since 2018, currently serving at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she is a partner at Vici Homes LLC, a real estate business in Charlotte. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Amy Schlager is a Series 66-licensed financial advisor with Equitable Advisors in Charlotte, NC, where she has worked since 2001, bringing 25 years of industry experience. Prior to Equitable Advisors, she was affiliated with Axa Advisors, LLC for 19 years. Schlager serves on the executive leadership team of the American Heart Association's Go Red for Women Charlotte chapter and participates in recruiting and corporate sponsorship efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs, including referrals to third-party asset managers and LPL-sponsored programs.

Ivey Baker is a CFP® professional with 15 years of industry experience, currently serving at Raymond James Financial in Charlotte, NC. Prior to joining Raymond James, Baker worked at Wells Fargo Advisors and has been involved with Appalachian State University's Department of Finance and Banking. Outside of advisory work, Baker owns IBFitClub, a lifestyle business focused on women's health, fitness, ADHD, parenting, and wellness content, delivered via Substack, Instagram, and in-person workouts. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory services, distinguishing itself with specialized programs and targeted partnerships.

Tonia Heidal is a financial advisor with LPL Financial in Charlotte, NC. She holds a Series 66 designation and has three years of industry experience. Prior to her advisory role, she worked at Palm Restaurant for 18 years. 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 broad range of advisory and brokerage services, including financial planning and access to various investment strategies and platforms.

William Solomon III is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Equitable Advisors since 1999, including during its period as Axa Advisors, LLC. Outside of his advisory role, he serves as a director on the board of a nonprofit organization, the Dilworth Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a range of advisory models and third-party asset managers, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Kelly Parham is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Ally Invest Securities, Madison Avenue Securities, LPL Financial, and Campbell Wealth Management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.