Maria Perez Orozco is a Series 66 licensed financial advisor at Merrill with six years of industry experience. She previously worked at Benjamin Restaurant Group before joining Merrill in 2020 and has been with Bank of America, N.A. since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Janelle Garcia is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Allan Smith is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network for 13 years. 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, supported by a wide network of investment adviser representatives.

Nicholas Batten is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He joined Cetera in 2019 after working briefly at Foresters Financial Services and earlier employment including Bass Pro Shops and UNC Charlotte. Outside of his advisory role, he is a co-owner of CNL Management, LLC, a family-owned rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a large nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, providing discretionary and non-discretionary portfolio management and financial planning services.

Shauna Blake is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at LPL Financial since 2015 and previously spent eight years at Morgan Stanley in various roles. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Jacob Titus is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior experience at Cola Wealth Advisors. Outside of advising, he is involved as a financial professional in a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and an affiliated insurance agency.

Ankush De is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2024, he worked at BlackRock Investments LLC and BlackRock from 2019 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Mark Reynolds is a financial advisor with LPL Financial based in Fort Mill, SC. He holds the Series 66 designation and has five years of industry experience. Prior to his current role, he spent ten years at Delta Air Lines, Inc. He is also involved with Terrier Financial Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, utilizing both proprietary and third-party strategies.

John Burns is a CFP®-certified financial advisor at Raymond James & Associates with 55 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary strategies supported by firm research and multiple portfolio management styles.

Stephen Price is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Price serves as a board member and finance committee member for Children’s Attention Home, a nonprofit organization providing services to children in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and includes derivatives and commodities capabilities uncommon among institutional advisory programs.

Sean Mcnally is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Securities America. In addition to advising, he is involved in independent insurance brokering focused on long-term care through Brighthouse Financial. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice, utilizing proprietary research and third-party data.

Brian Masucci is a financial advisor at LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has recently transitioned into the financial services industry following prior experience in retail and local community activities. Outside of advisory work, he has been involved with the Lake Norman Swim League and Mooresville Golf Course. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology and research tools.

Oliver Scholle III is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 65 designation and has worked at Harvest Wealth Management, Commonwealth Financial Network, and served eight years in the U.S. Navy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various account types.

Mateaia Lovejoy is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining UBS in 2026, she worked at Wells Fargo Clearing Services, LPL Financial, The Vanguard Group, MetLife Securities, and Robinhood Markets. 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 financial plans according to clients’ goals and risk tolerances.

Andrew Oliva is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining UBS, he worked at Fidelity Investments for four years and has held positions in various industries including technology and retail. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor plans to clients' goals and risk tolerances.

Laura Killette is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 27 years of industry experience. She previously worked at Merrill for 22 years from 1998 to 2020. Outside of her advisory work, she is a consultant for Arbonne, selling their products through personal connections and home parties. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Deborah Cook is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining LPL Enterprise in 2024, she worked at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and MSI Financial Services. Outside of her advisory work, she provides accounting and bookkeeping services for a local nonprofit focused on children. LPL Enterprise serves a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable organizations. The firm primarily uses model-driven investment strategies and offers financial planning, access to third-party asset managers, and brokerage and insurance services through affiliated entities.

William Stafford is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, Scott & Stringfellow, and J.J.B. Hilliard, W.L. Lyons. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management strategies and affiliated research.

Paulino Diaz is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His career includes roles at Wells Fargo Clearing, Randstad USA, Luxcom Builders, and Alexis LLC prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Samuel Stringfellow is a Series 66-registered financial advisor with Equitable Advisors in Charlotte, NC, bringing two years of industry experience. Prior to joining Equitable Advisors in 2023, he held positions at ScentAir Technologies and BIC Distribution Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and third-party asset managers, providing services that include mutual funds, ETFs, separately managed accounts, and select alternative investments.