Gina Moore is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. Prior to joining RBC in 2019, she worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory work, she serves as secretary and treasurer for The Georgian HOA in Charlotte. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through multiple advisory programs that incorporate both in-house and third-party managers.

William Dedmon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His previous roles include positions at Uvest Financial Services Group, Inc. and LPL Financial Services. He is a 10% owner in a family business that builds water tanks, although he has no active involvement in its operations. 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 investment management services, utilizing various portfolio strategies and technology tools to support its network of more than 22,800 advisors.

Dagner Rivero is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at TIAA, Nuveen Asset Management, and Wyndham Capital Mortgage. 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.

Jahnese Alston is a financial advisor at LPL Enterprise with 12 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 16 years. Outside of her advisory role, she is employed as a delivery worker for Uber Eats and a catering deliverer for Tacos4Life. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Danny Deborde is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 22 years of investment management and planning experience to his role. He specializes in areas such as college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a Portfolio Manager, he manages personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds a Bachelor's Degree from the University of South Carolina and has completed an Accredited Certificate Program at Queens University of Charlotte. Danny is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor™ designee. Additionally, he holds the Personal Investment Advisor and Sports & Entertainment designations. Danny is a married father of two who participates actively in his community, focusing on children's sports activities and family-oriented charities. Outside of work, he enjoys adventure sports, biking, boating, fishing, gardening, golfing, hiking, spending time with his family, swimming, and tennis.

Mark Matulewicz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Regions Securities LLC, The Vanguard Group, and East Carolina University. 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.

Madeleine Thompson is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Prior to her advisory role, she spent four years at the University of Alabama and eight years at Myers Park High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Sabrina Pignataro is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC and Cunningham Financial. Prior to her advisory career, she held various roles in the hospitality industry and attended the University of North Carolina at Wilmington. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kelli Hamilton is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing Services LLC 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Arthur Walters is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2013. 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 portfolio programs, third-party asset management, and institutional platforms.

Elliott Jones is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2025. His background includes roles in education at Davidson College and Christ the King Catholic High School, as well as experience at Hilton Head Financial Advisors. 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 portfolio programs, and institutional platforms, supported by a large network of over 22,800 advisors.

Siddharth Patel is a financial advisor with Merrill in Pineville, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he is a co-owner of a Subway franchise operated through MahiSagar LLC. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Courtland Stout is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, Truist, and Northwestern Mutual. Outside of finance, he is involved in a family-owned wedding and event planning business, Grace + Honey Events, where he assists with event setup and planning. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Daren Queenan is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has worked at Morgan Stanley since 2023 and previously spent 15 years at TIAA-CREF, along with time at E*TRADE Securities and Capital Management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved tools.

Nathan Kraynack is a financial advisor with LPL Financial in Fort Mill, South Carolina. He holds the Series 66 designation and has 16 years of industry experience, having worked with LPL Financial since 2008. 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 solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a combination of technology and diverse investment options.

John Paul Sullivan is a Senior Financial Advisor with the Biedrycki Sullivan Vaughan Group at Merrill Lynch Wealth Management in Charlotte, North Carolina. He began his career in the financial services industry in 2016 with TIAA and joined the Biedrycki Sullivan Vaughan Group in July 2017. At Merrill Lynch, he works with clients to develop and execute customized financial strategies aimed at achieving both their short- and long-term goals, utilizing the resources of Merrill Lynch and Bank of America. John Paul holds a bachelor's degree from North Carolina State University, where he majored in finance and minored in accounting. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His expertise encompasses family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional role, John Paul is involved in the community through Heart Math Tutoring. He enjoys fishing, football, golfing, hiking, ice hockey, reading, skiing, soccer, table tennis, and spending time with his family.

Brad Bestgen is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and previously worked at Commonwealth Financial Network and Banc of America Investment Services. He is also the owner of Bestgen Wealth Management, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and retirement advice to individuals, institutions, and plan participants. The firm supports advisors with a range of investment approaches and integrated financial services.

Brian Glazer is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL Financial in 2026, he spent 14 years with Commonwealth Financial Network. Outside of advisory work, he is involved in a commercial carpet cleaning business, DFS, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Melissa Haynes is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2017. Prior to her current roles, she spent two years at Catawa College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dereck Cochran is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Grant Capital, and Northwestern Mutual Wealth Management Company. Outside of advisory work, he is involved in fixed insurance sales. 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 financial planning and investment management services through a large network of advisors and utilizes various model portfolios and third-party subadvisors.