Cameron Chapman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Cambridge Investment Research, Inc. and WealthGuard Insurance Services, LLC, where he is also an independent insurance agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

Sharon Santizo is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and more than 12 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she holds a power of attorney position for a non-investment-related entity. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lane Henry is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America from 2021 to 2024 and held various roles outside finance, including with the Atlanta National League Baseball Club. Outside his advisory role, he occasionally works as a dog walker and house sitter and serves as a part-time business consultant for a family-owned company. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Grace Lostetter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their personal wealth management plans with their goals, focusing on areas such as retirement planning, family wealth management strategies, employee financial health, and small business strategies. Mary Grace provides clients with access to the investment insights of Merrill and the banking convenience of Bank of America, supporting a range of financial needs including mortgages, life insurance, and investments. She earned her Bachelor of Science degree in Industrial Management with a double major in Economics from the Tepper School of Business at Carnegie Mellon University. Mary Grace holds FINRA Series 7 and 66 registrations, a Life, Accident, and Long Term Care insurance license, a mortgage loan license, and the Certified Plan Fiduciary Advisor (CPFA) designation. Her expertise includes assisting business owners in establishing and maintaining fiduciary standards for 401(k) plans and workplace retirement plans. Mary Grace lives in Lake Wylie in Charlotte with her husband and four children. She is a member of several professional and community organizations, including the Charlotte Estate Planning Council, Charlotte Rotary Club, Merrill Lynch Women's Exchange where she serves as president, and the National Association of Women Business Owners (NAWBO) Charlotte. Additionally, she is involved with the Charlotte Country Day School and enjoys interests such as golf and attending community events.

Gary Collins is a financial advisor at LPL Financial with 33 years of industry experience. He has held positions at Morgan Stanley and Citigroup Global Markets prior to joining LPL Financial in 2009. Outside of his advisory role, Collins is a business owner of SCM Arms, which holds a federal firearms license to buy, sell, and manufacture firearms. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented through its network of investment adviser representatives.

Jacqueline Salazar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked for Todd Greene CPA PLLC and held roles in education and retail. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional clients.

Peter Senick is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC, where he also worked starting in 2006. Outside of his advisory role, Senick serves as board chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.

Jose Holguin is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies managed by internal and third-party teams.

Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Morgan Stanley and its affiliated entities in various roles from 2018 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary approach.

Ryan Lopez is a financial advisor at Morgan Stanley in Charlotte, NC, with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Morgan Stanley in 2019, he worked at Brooks International for one year and was affiliated with the University of Alabama for five years. Morgan Stanley Wealth Management provides a wide range of 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 serves clients through both direct and corporate financial planning arrangements.

Marc Messer is a financial advisor at Morgan Stanley with 20 years of industry experience. He has worked at Morgan Stanley since 2013 and has been involved with Resource & Design Associates since 1972. Messer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

William Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Southern Commercial Real Estate LLC and Capital Investment Advisory Services, among others. He is also involved with W. Frank Simpson LLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

William Giddens is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds Series 63 and Series 66 registrations and has worked primarily within Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of his advisory role, he has a 50% ownership interest in Wing Management, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and fee-based financial planning services. The firm provides a broad range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs analysis.

Micah Cooke is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2021, previously working seven years at Red Lobster. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Deep Patel is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His previous work includes two years at Wells Fargo and six years at Subway. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting strategies implemented by investment adviser representatives across diverse asset allocations.

Bryan Haney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in financial services, focusing on wealth management strategies for clients and businesses. He holds a Bachelor's Degree from Appalachian State University. Bryan has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bryan resides in Charlotte with his family. In his spare time, he enjoys spending time with his family and playing golf.

Michael Schweller is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and Ameriprise. His background also includes roles outside finance, such as positions at Sohi Grilled Sandwiches and Parkmoor Car Wash. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Tracee Pearson is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan and Jpmorgan Chase Bank, N.A. in 2025, she had brief tenure at Morgan Stanley in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Chirag Patel is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously with First Clearing starting in 2013. Wells Fargo Advisors is a national securities firm providing 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third parties.

David Fanta is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His background includes roles outside of finance, such as work at Hammer and Hammer Law and involvement with the YMCA. 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, third-party asset management, and institutional platforms.