Daniel Vey is a CFP®-certified financial advisor with Edward Jones in Charlotte, NC, where he has worked since 2001, accumulating 24 years of industry experience. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he manages an office rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Charles King is a financial advisor with Merrill based in Charlotte, NC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Merrill since 2000 and concurrently with Bank of America since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jessie Mccollough is a financial advisor at Morgan Stanley in Charlotte, NC, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services and First Citizens Bank in various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-return modeling.

Steven Sovde is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation from 2015 to 2017. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of solutions from direct portfolio management to model-based strategies.

Austin Wertz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies tailored to clients' unique financial situations and goals. Austin emphasizes a comprehensive approach that begins with understanding clients and their families, enabling him to develop flexible strategies aligned with changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address a broad range of financial needs. His areas of focus include managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Austin holds a Bachelor's Degree from the University of South Carolina System and an MBA from Robert Morris University Illinois. He maintains the Personal Investment Advisor (PIA) designation. Committed to community involvement, Austin follows Merrill’s tradition by volunteering with local organizations. Outside of his professional work, he has interests in football, tennis, and writing.

Jeremy Zitting is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. He has been with Charles Schwab since 2011 and has also worked at Charles Schwab Bank SSB since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services, offering both non-discretionary and discretionary investment management options.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Securities, LLC for 18 years and HSBC Securities (USA) Inc. for three years prior to joining J.P. Morgan. He is based in Charlotte, NC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Mary Murphy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 designations and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as treasurer for the Courage to Change Alaon Group, a support organization for families affected by alcoholism, and is an independent consultant for Arbonne, selling beauty and health products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including a Plan Level Investment Selection 3(38) discretionary option, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Katherine Leszcynski is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked within various Wells Fargo entities since 2012, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with banking, lending, and other financial products.

Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.

Louis Li is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Bank of America and Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, delivering access to various financial products and services.

Joel Burris is a financial advisor with Osaic Wealth, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, PaxMentis Advisors, Questar Capital Corporation, and has been associated with GCG Wealth Management since 2010, where he serves as President. Outside his advisory roles, Burris is involved in a family-owned timber and agricultural farm known as Burris Skyfall Ranch. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed account solutions to construct portfolios across multiple asset classes.

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

William Smith is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at First Citizens Investor Services and First Citizens Bank. Before entering the financial industry, he operated the American Army Navy Store under Direct Uniform for six years. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party data to support its investment approach.

Alec Acosta is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a prior role at Bbtis from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Voss is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to entering the financial industry, he was employed by the California Department of Corrections and Rehabilitation for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sonje Moore is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Previously, she has held roles at Wells Fargo Bank, Winston Salem State University, UPS, Berklee College of Music, and multiple high schools. She is also the owner of an apparel business called Currency of Heaven based in Westerville, Ohio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Katelyn Parker is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Merrill since 2018 and previously held roles at Harrisburg Family House, Sullivan's Steakhouse, Walters & Mason Retail Inc, and the University of North Carolina at Charlotte. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Moore Jr. is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he serves as a youth basketball referee for recreational and church league games for ages 8 to 18. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Maria Kamboykos is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and HSBC. Outside of her advisory role, she provides pet sitting services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary buy/sell recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and a combination of advisory approaches with centralized custody and operational systems.