Peter Jawidzik is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial in various capacities since 2007 and spent five years with Stratos Wealth Partners, LTD. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Samuel Fink is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Real Genius Mortgage and Cedarwood Country Club. He also attended East Carolina University and Ardrey Kell High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Benner Crigler Jr. is a financial advisor at Equitable Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. He serves on the board of The Good Samaritan Foundation and is involved in several business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers through a network of Investment Adviser Representatives and uses a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Rice is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he co-owns Mason-Dixon Properties, LLC, which manages real estate, including leasing office space to his financial practice. Ameriprise is a large institutional firm offering retirement-income planning services for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Marie Thieman is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has one year of industry experience and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Leila Vitale is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with UBS Financial Services in Charlotte, NC since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor client investment strategies.

Christopher Settle is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Edward Jones Investments before joining UBS in 2018. Outside of finance, he has participated as a rideshare driver for peer-to-peer transportation services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages a broad range of capital markets and wealth management activities.

Heather Brountas is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she focuses on collaborating with clients to identify their core values and design financial strategies that align with their priorities. Prior to joining Fidelity Investments, Heather worked as a Project Manager for the Education Team at Alight Financial Solutions from 2020 to 2021. She also served as a Financial Advisor at Alight Financial Solutions from 2017 to 2020 and at Ameriprise Financial from 2014 to 2017, bringing extensive experience in financial advising and planning to her current work. Outside of her professional career, Heather enjoys activities such as art, spending time at the beach, cars, cooking and baking, family activities, and kayaking.

Nora Mankaryos is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. Her background includes roles at Waddell & Reed, various insurance carriers, and operating a business entity, NMT1 LLC, for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm provides comprehensive financial planning, advisory programs, and retirement plan consulting, utilizing model portfolios and research from multiple sources alongside technology-driven investment solutions.

Brian Blanchard is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Wells Fargo. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

James Jones is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1993, alongside a 15-year tenure at Bank of America, N.A. Outside of his advisory work, he owns a rental property in Chapel Hill, NC, which he leases to students at UNC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed accounts, third-party manager selection, discretionary portfolio management, and brokerage services. The firm’s approach includes multiple program strategies and manager-constructed solutions, supported by oversight from its CIO and integration with Bank of America affiliates.

Edward Watson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services and Sterling Capital Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paige Passerallo is a financial advisor with Raymond James & Associates in Charlotte, NC, holding the ChFC® designation and Series 63 and 66 licenses. She has 21 years of industry experience, with prior roles at Merrill and Bank of America. Outside of her advisory work, she volunteers with Our Little Roses Foreign Mission Society, assisting in organizing an annual fundraiser for at-risk girls in Honduras. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizational clients. The firm offers financial planning and consulting services with a range of portfolio management styles, supported by research and affiliated sub-advisers.

Justin Long is a Series 66-credentialed financial advisor with Equitable Advisors in Charlotte, NC, bringing five years of industry experience. Prior to joining Equitable Advisors in 2021, he worked at Positec Tool Corporation and Stabilus Inc. Outside of his advisory work, Long manages two residential rental properties as a sole proprietor. Equitable Advisors serves a range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, often utilizing third-party asset management platforms and offering a variety of investment options including mutual funds, ETFs, and select alternative investments.

Jayne Hollifield is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to both 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 retail and institutional services with a variety of investment-related activities.

Nikhil Alkari is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Randstad Consulting, MIHIN/Interoperability Institute, TenAgile LLC, Ally Bank, and Bank of America. Outside of his advisor role, he is involved in a separate real estate business in Fort Mill, SC. Cambridge Investment Research Advisors serves a broad range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing various portfolio management approaches and platform arrangements tailored to client objectives.

Michael Ealey is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual since 2004. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, goal-oriented engagements that utilize firm-approved software and tools.

Chris Colasanti is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Colasanti serves as the program moderator and executive producer of the Carolina Business Review, a weekly business analysis program on PBS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Chris Pompey is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to develop customized financial plans tailored to the unique needs of each client and their family. Prior to this role, Chris worked as a Financial Advisor at Alight Financial Solutions from 2013 to 2022. His experience encompasses personalized financial planning and client-focused advisory services. Outside of his professional career, Chris has interests in fitness, football, music as an instrumentalist, and running.

Ronald Stephens is a financial advisor with LPL Financial based in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been affiliated with LPL Financial and Uvest Financial Services Group, Inc. since 2008. Outside of his advisory work, he volunteers at the Carolina Raptor Center, assisting with the care of injured birds of prey. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple portfolio management strategies.