Kate Ferguson is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Capital Investment Advisory Services, Curian Capital, and Wells Fargo Advisors. She is also a commissioned notary public in South Carolina. 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.

Michael Crowell is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at TIAA-CREF, Nuveen, UBS Financial Services, and a previous tenure at LPL Financial. 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, and institutional platforms, supported by advanced operational and research tools.

Arrik Wilkins is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked previously at Primeline Capital, Bayview Asset Management, and ON24. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans for clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Shaun Ferguson is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he has been involved in real estate ventures, including membership in a development LLC in Western North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Gary Chmielewski is a CFP® professional with 29 years of experience in the financial services industry. He has worked at Edward Jones since 2017 and previously held positions at Raymond James Financial, Raymond James & Associates, and Wells Fargo Clearing. 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 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.

Douglas Thornton is a financial advisor with Equitable Advisors in Rock Hill, SC, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at Mony Securities Corporation from 2003 to 2005. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers, emphasizing personalized risk assessment and model matching.

Mark Joyner is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning supported by firm-approved tools and offers a range of retail and institutional investment solutions.

Jacob Schreck is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes a position at Carnegie Private Wealth and roles outside the financial industry, including work with Muckenthaler Lawn and Landscape and as a student at Queens University of Charlotte. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients who meet net-worth thresholds, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Grey Wordsworth is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, Charles Schwab, TD Ameritrade, NYLIFE Securities LLC, and New York Life. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Wesley Stringfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Davis is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2013, with prior experience at Stifel and Morgan Stanley. 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 financial planning and portfolio management services through a large network of investment adviser representatives.

Olasupo Oniyilo is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at United Community Bank, Page Capital, and AXA Mansard Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by various third-party subadvisors and proprietary research tools.

Kendall Wilson is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and South Street Brewery. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Emily Morreale is a financial advisor at Equitable Advisors in Charlotte, NC, with seven years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors since 2019, having previously worked at AXA Advisors and in roles outside the financial industry including at Nephron Pharmaceuticals and OneLife Fitness. Additionally, she is involved as a sales associate with Realty Benefit Services, focusing on tax account programs. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm uses a range of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services.

Jordan Fuller is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He previously worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Dixon Wells. Wells Fargo Advisors Financial Network is an institution serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include specialized planning for business owners, sports and entertainment professionals, and other niche client needs.

Virginia Brake is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 registrations and has worked at several firms, including Carolinas Investment Consulting LLC, BB&T Securities, and Merrill. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mathias Schek is an advisor at Charles Schwab with Series 65 and Series 63 credentials. He has no prior industry experience before joining Charles Schwab in 2026. His previous work includes roles outside of finance at companies such as NBCUniversal and BNY Mellon. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, combining extensive scale with an integrated client service model.

Howard Shoe Jr. is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James since 2009. He is also CEO and President of Shoe Private Wealth Advisors, a wealth management and consulting firm. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through its unique affiliations.

Michael Spainhour is a financial advisor with Robert Baird & Co., holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent a decade at J.J.B. Hilliard, W.L. Lyons, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring investment strategies through a combination of in-house and third-party managers to meet client goals and risk tolerances.

Matthew Abbott is a financial advisor at Merrill Lynch Wealth Management, where he joined in July 2023. He began his wealth management career in 2014 at a major insurance and investments broker dealer. Since 2019, he has been a CERTIFIED FINANCIAL PLANNER™ professional, providing clients with comprehensive wealth management and financial strategies focused on holistic wealth planning and tax efficiency. Matthew's expertise encompasses a broad range of financial areas including retirement planning, college education planning, employee benefits, business planning, investment allocations, risk management, and estate planning. He serves a diverse client base including bankers, attorneys, sales professionals, and small business owners, partnering with a team of firm specialists to address various wealth planning needs. Through his affiliation with Bank of America, his clients have access to integrated banking and wealth management services. Originally from Charlotte, North Carolina, Matthew graduated from North Carolina State University in 2015 with a bachelor's degree in business administration. He is involved in community organizations such as Samaritans Feet and is a member of several professional groups including the Charlotte Econ Club and NC State Alumni Association. Matthew attends Myers Park United Methodist Church and engages in activities such as golf, fishing, attending sporting events, and Bible study.