Stephen Rook is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he partners with the Parker-Rook Group. He specializes in areas including Corporate Executive Services, Executive Compensation, Legacy Planning, LGBT Wealth Planning, Tax Minimization, and Retirement Income, helping clients simplify their financial lives to focus on what is most important to them. Stephen earned his bachelor's degree from the University of North Carolina at Chapel Hill. He holds multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for 2022-2023. Outside of his professional work, Stephen enjoys running, swimming, and yoga. He and his family reside in Charlotte, North Carolina. He has been involved in community activities, including participation with Y-Guides.

Gregory Cash is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at UBS since 2020, following nine years at Bank of America and over two decades at Merrill. Outside of his advisory role, he is involved with a family-owned beach house business and participates as a limited partner in an investment LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm integrates proprietary research and model-based strategies with institutional trading capabilities and a broad range of financial products and services.

Weston Graddy is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual, he worked at Accenture and Insight Sourcing Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved tools and delivers recommendations focused on investment categories and strategies.

Edward Doughty III is a Certified Financial Planner (CFP®) with 32 years of industry experience. He has been with LPL Financial since 2009, following prior roles at Morgan Stanley and Citigroup Global Markets. He is based in Charlotte, NC. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

John Floyd III is a financial advisor with Robert W. Baird & Co. Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Robert W. Baird & Co. since 2010. Outside of his advisory role, he is involved in a family real estate business through JWF4, LLC, which he operates with his son. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering a range of strategies from traditional allocations to more complex investment approaches.

Eugene Dixon Jr. is a CFP® professional based in Charlotte, NC, with five years of industry experience. He has worked at LPL Financial since 2026 and previously spent eight years with Macaulay & Associates. Outside of his advisory role, he is the founder and manager of a golf simulator rental business and serves on the board of a charitable foundation in York County. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive operational and research tools.

Douglas Labrosse is a Wealth Management Advisor at Merrill Lynch Wealth Management and a member of the Byerley LaBrosse Group. He joined Merrill Lynch in 2011 and focuses on providing financial strategies for high net-worth individuals, families, and small business owners. His services include retirement planning, education planning, wealth preservation, trust and estate planning, tax minimization, and investment management. Doug is a native of Charlotte and holds a bachelor's degree in Economics & Commerce and Political Science from Hampden-Sydney College. He also earned a high school diploma from Charlotte Catholic High School. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Outside of his professional work, Doug enjoys golfing, reading, and spending time with his family. He is involved with the Charlotte Sports Foundation and Charlotte Succession.

Francis Moise Jr. is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as a trustee and co-trustee for trusts in Hilton Head, South Carolina, and permits use of his yard for public parking. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Priscilla Gunter is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Queensborough National Bank, LPL Financial LLC, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles and affiliated research.

Robert Benton is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include five years at Wells Fargo Clearing and four years at Morgan Stanley DW Inc. He is also involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. LPL Financial is a national broker-dealer and registered investment adviser supporting a broad network of representatives with advisory and brokerage services for individuals, retirement plans, banks, and institutions, offering a variety of financial planning and asset management solutions.

Geoffrey Pyke is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. His career includes roles at Mass Mutual Life Insurance Co and MML Investors Services, LLC since 2018, as well as prior experience at Sciences Po and Bates College. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software tools to create detailed client plans.

Jeff Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of finance, he manages Happy Tree Farms in Greensboro, NC, where he is involved in field maintenance activities. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and a range of investment services.

Andrew Perkins is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2023 to 2024. From 2017 to 2023, Andrew worked as a Financial Consultant at E*TRADE Financial. His professional experience spans several years in financial consulting and investment advisory, focusing on building financial plans tailored to clients' goals. Andrew emphasizes forming trusting relationships with clients and prioritizes trust, reliability, and proficiency in his work.

Fred Mangano is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Merrill and Mass Mutual Investors Services. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and research to tailor plans to clients’ goals and risk tolerances.

Matthew Lester is a Series 66-licensed financial advisor with eight years of industry experience, currently with Equitable Advisors since 2020. He previously worked at Edward Jones for three years and Dereda Porter State Farm for one year. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a broad network of Investment Adviser Representatives and third-party sponsors.

Errol Zoog is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley, Fidelity Investments, J.P. Morgan Securities, JPMorgan Chase Bank, and Equitable Distributions LLC. Zoog is also the sole proprietor of 37 Celsius LLC, a publishing business focused on art and culture. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and manages approximately $2.74 trillion in client assets.

Hank Hunt is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to address their planning needs and facilitate a professional experience at the Investor Center. He focuses on developing financial plans that align with clients' objectives, emphasizing flexibility, protection, and growth. Hank has held multiple positions within Fidelity Investments, including Investment Solutions Representative I (2024 to present), Investment Consultant (2026), Investment Solutions Representative II (2025 to 2026), High Net Worth Service Associate (2023), and Customer Relationship Advocate (2022 to 2023). This progression reflects his experience in investment solutions and client service within the firm.

Matthew Gardner is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of the Hall Crawford Group. He specializes in assisting corporate executives, business owners, and nonprofit organizations with complex financial planning needs, including executive compensation, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, and tax minimization. Matthew graduated summa cum laude from Campbell University with a degree in Trust and Wealth Management and earned his MBA from the same institution. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation sponsored by the American Bankers Association. Prior to joining Merrill Lynch in 2014, he led a team at Wells Fargo managing personal trusts, investment management accounts, endowments, and foundations. Outside of his professional work, Matthew is devoted to his family and community. He is married to his high school sweetheart, Janeé, and is a father to two children, Theo and Emilia. He volunteers with several local charitable organizations including Social Venture Partners, The Arts and Science Council, The Bridge Foundation, and United Way of Central Carolinas.

Larry Bowman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to his current role since 2023, he spent 15 years at Lincoln Financial Securities Corporation. He is also involved as a board member with the Sharon Office Park Owners Association, assisting in decision-making for the office park. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm utilizes multiple platforms and proprietary model strategies under the Founders Gate Capital brand while supporting both discretionary and non-discretionary management.

Wesley Norman is a financial advisor with Equitable Advisors in Mint Hill, NC, holding a Series 66 designation and 12 years of industry experience. He has worked at Equitable Advisors since 2014 and was previously with Axa Advisors, LLC. Wesley also conducts activities under the DBA Royal Financial Partners. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and sponsored advisory programs.