Catherine Camp is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Empire Distribution, Red Bull, and Waterbean Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Joann Sacco is a financial advisor with LPL Enterprise in Fort Mill, SC, holding a Series 66 designation and 13 years of industry experience. Her prior experience includes nine years at Comerica Securities, Inc., and she also works as a Mary Kay consultant in a non-investment-related role. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment strategies and offering access to third-party asset managers, financial planning, and a range of affiliated financial products and services.

Anthony Urban is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Fsc Securities Corp for eight years. Outside of his advisory work, Urban is an executive partner at Magnolia Capital Partners and is also involved in selling baseball cards with his son. Osaic Wealth serves a diverse mix of retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services and uses proprietary tools and third-party solutions to construct portfolios across a wide range of investment types.

Erik Kuschner is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Wells Fargo Clearing, Us Tech Solutions, Edduheimar Ehf., and HS Orka. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with proprietary investment and trading activities.

Deryl Wells is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes previous roles at Prudential Annuities Distributors and Prudential Insurance Company of America, as well as Equitable Advisors. He is based in Fort Mill, South Carolina. 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, supported by a network of over 22,800 advisors.

Clarence Blanton is a financial advisor with LPL Enterprise in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at Dempsey Lord Smith, LLC and Cambridge Investment Research. Outside of his advisory work, he has been involved as a sound engineer and tech director for music and church events, and he conducts educational workshops on Medicare for nonprofit organizations. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including employer-sponsored retirement plans and charitable entities. The firm emphasizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Susan Filburn is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS in 2023, she worked at Milestone Advice Group from 2020 to 2023. She also spent ten years as a stay-at-home parent and volunteer while working at Raterlabs, Inc (Appen). UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad array of capital markets services.

William Koster is a CFP® professional with nine years of industry experience, currently serving at Mass Mutual Investors Services in Charlotte, NC. He previously worked at Hornor, Townsend & Kent, Inc. and studied at UNC at Chapel Hill. In addition to his advisory role, he is licensed as a life and disability insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and provides specialized event-driven planning programs.

Steven Shaneyfelt is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Cambridge, he held various roles including work with the NC GOP and Union County Government. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm employs multiple investment platforms and strategies, including proprietary models and access to external managers, with services tailored to client objectives.

Kyle Blumenstock is a CFP® and holds a Series 66 designation, with 15 years of experience in the financial services industry. He has been with UBS Financial Services in Charlotte, NC since 2011. Outside of his advisory role, he owns a small business selling health and wellness products at street fairs. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances.

Daniel Devaraju is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at First Bank of The Lake, Katch, and WCT Brookfield, as well as teaching experience at the University of North Carolina at Charlotte and Brookfield High School. 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 plans, corporations, and charitable organizations.

Matthew Roberts is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes positions at Bank of America, Merrill, DoorDash, and The Vanguard Group. 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 accounts.

Jessica Rubenstein is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at Charles Monnett & Associates for four years and has held roles at Edward Jones since 2021. Outside of her advisory work, she is a consultant for Rodan + Fields, marketing and selling health and beauty products. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 advisors.

Parth Parikh is a Financial Advisor based in Charlotte, NC, affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop customized financial strategies aimed at building, preserving, and transferring wealth. Parth focuses on managing new wealth, individual and corporate investment strategies, and tax minimization. He emphasizes careful listening to clients in order to understand what they value most, and collaborates with them to create plans that align with their financial goals. His approach aims to simplify complex financial matters and provide trusted guidance through every stage of life. He holds a Bachelor's Degree from the University of North Carolina System and the Personal Investment Advisor (PIA) designation. Parth communicates with clients in English, Gujarati, and Hindi. Outside of his professional work, he has interests in basketball, golfing, traveling, and watching movies.

James Xiarhos is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America for 18 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Forbes Arbaugh is a financial advisor at UBS Financial Services with Series 66 credentials and one year of industry experience. Prior to joining UBS in 2025, he worked in various roles including at Backstreets Pub and Bar and the Township of Bethany Beach. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations for tailored client solutions.

Matthew Fillion is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Fifth Third Bank for ten years before joining JPMorgan Securities LLC and JPMorgan Chase Bank, NA in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Laura Ciotoli is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Haire is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with LPL Financial since 2012 and previously worked at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Woodruff is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Charles Schwab since 1994 and has worked at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.