James Westmoreland is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and is also affiliated with Morgan Stanley Private Bank, N.A. Westmoreland serves on the Clemson University Finance Department Advisory Board. Morgan Stanley Wealth Management offers a wide array of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

James Robson is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include five years at Wells Fargo Clearing before joining LPL Financial in 2021. Starting mid-2024, he is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. 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 wide range of financial planning and investment services, including model portfolio programs and institutional platforms, supported by technology and a diverse advisory network.

Ashley Robinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing in 2022, Ashley worked for seven years with Charlotte Mecklenburg Schools. 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 advisory services. The firm’s approach 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.

Leslie Kincheloe is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, Kincheloe worked at Bank of America for 20 years. Outside of advisory work, Kincheloe serves as Secretary and is a member of the Finance and Trustee Committees at Charlotte Christian School, a K-12 private school. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Lance Barnhardt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Aventine Financial Planning, Securities America Advisors, and Cambridge Investment Research Advisors. 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 various portfolio programs, supported by extensive advisor-facing technology and a broad platform of non-advisory financial services.

Bret Alexander is a financial advisor with Mass Mutual Investors Services in Monroe, NC, holding Series 63 and Series 65 licenses and eight years of industry experience. His background includes roles at Intuitive Compensation Group and Southern Tier Brewing Company, as well as service with the Cabarrus County Sheriff's Office. Outside of his advisory work, he assists clients in obtaining non-variable life insurance, annuity, and disability income products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual engagements to develop recommendations.

Tennyson Shifley is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 38 years of industry experience. He has been with Cambridge since 2009 and serves as an associate pastor and music ministry assistant at Christ Lutheran Church. He is also a board member of the Department of Lutheran Studies at Gordon-Conwell Theological Seminary and serves as a supply pastor and musician for churches in North Carolina and South Carolina. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Crockett Clark is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Clark works as a bartender at Fitzgerald's Irish Pub and is associated with Rodan and Fields. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and banking solutions.

Mary Gravelle is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing for ten years prior to joining Wells Fargo Advisors. Outside of her advisory role, Gravelle operates a coaching business focused on career, resume, and interview preparation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored through a broad menu of planning options. The firm combines its proprietary research and planning tools with a variety of financial products and services, offering clients customized recommendations without requiring implementation.

Jared Gibson Jr. is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at BMW of Tuscaloosa and Carite of Tuscaloosa. 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 uses research-driven approaches rooted in diversification principles and modern portfolio theory, while offering a range of brokerage and advisory solutions.

Thomas Atkinson is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes 15 years with Waddell & Reed, Inc and various insurance carriers through W & R Insurance Agencies. 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.

Samuel Fisher is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. He previously worked at The Vanguard Group and Wells Fargo Bank. 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 plans aligned with clients' goals and risk tolerances.

George Griggs III is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC, Kemble Financial LLC, Carroll Financial, and Northwestern Mutual. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs primarily model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Nicholas Baumgarten is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in customizing wealth planning strategies for a limited number of high net-worth families, focusing on areas such as concentrated stock positions, tax-minimization strategies, retirement income planning, trust and estate planning services, and education planning strategies. He works collaboratively with clients' attorneys, accountants, and other advisors to coordinate and manage tailored financial plans. Nicholas holds a Bachelor of Science in Business Administration from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER® practitioner. He is also designated as a Personal Investment Advisor (PIA). Originally from the greater Cleveland, Ohio area, Nicholas moved to Charlotte, North Carolina in 2009. Outside of his professional work, Nicholas enjoys traveling with his growing family, playing tennis, and participating in community activities.

Nefartari Ward is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at The Vanguard Group, Inc. and GWFS Equities, Inc. She is based in Fort Mill, South Carolina. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Bing Michael is a financial advisor with LPL Enterprise, holding a Series 66 designation and 23 years of industry experience. His prior firms include Lincoln Financial Securities, OSAIC, MSI Financial Services, and Morgan Stanley. In addition to his advisory role, he offers health, disability, long-term care, and traditional life insurance, as well as fixed and fixed-indexed annuities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm utilizes model-driven investment approaches and offers financial planning, consulting, and access to third-party asset managers and insurance products through its affiliated entities.

Anna Hathaway is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2006, with additional experience at Banc of America Investment Services. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Christian Rorie is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Northwestern Mutual, and Duke University. He volunteers with Junior Achievement as a workforce readiness coach and has served as a fellow for the Black Student Athlete Summit, where he led workshops on financial literacy for student athletes. Merrill 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, institutions, and charitable organizations.

Brooke Flanigan is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. Prior to joining Fidelity, she worked briefly at UBS and has experience in the hospitality sector. She is based in Charlotte, NC. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Angela Ostendarp is a financial advisor at LPL Financial with 32 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Her prior experience includes roles at Wells Fargo Clearing and Wachovia Securities, Inc. 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, supporting advisors with technology and a broad suite of financial products.