Keith Kepley Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022 and was previously with Wells Fargo Clearing from 2016 to 2022. He serves as a trustee and co-trustee for a trust based in Charlotte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning supported by structured tools and scenario analysis.

Anthony Moffa is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2021. His prior roles include positions at Linden Thomas & Company and TIAA. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and municipal advisory services, combining internal research and manager selection with model-traded strategies and tax-management capabilities.

Jack Kessel is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Raymond James & Associates Inc and Principal Securities among other roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Diane Malison is a financial advisor with Raymond James Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 44 years of industry experience. She has been with Raymond James Financial and its affiliates since 1993 and is the owner and president of The Malison Financial Group, LLC, a support company for her Raymond James business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients, using analytical tools to tailor recommendations based on client goals. The firm also offers municipal advisory services and specialized retirement plan consulting programs.

Brad Kirchenbaum is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 14 years of industry experience. He has been with Merrill since 2010. Merrill, along 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.

Hollie Hunt is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with 14 years of industry experience. She has previously worked at J.P. Morgan Securities and has experience in the creative sector, including roles at Joanne Baron DW Brown Studio and HPLHS Inc. Outside of finance, Hollie works as a voiceover actress for various animation projects. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Jason Mayer is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing from 2016 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Lawrence Papola Jr. is a financial advisor at LPL Financial with 10 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at Guardian Life and several insurance-related firms, including U.S. Captive Partners & Associates, Inc. Outside of advisory work, he is involved in insurance services related to life, health, annuities, and long-term care beyond his Guardian affiliation. 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 broad range of financial planning and investment management services supported by extensive advisor tools and a large network of more than 22,900 advisors.

Norah Pliss is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2023, following two years at The Vanguard Group. Her background includes roles outside finance, such as with City Year and entrepreneurial activities at Flamingo Kid Enterprises. 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 plans, corporations, and charitable organizations.

Ryan Miller is a Series 66-registered advisor with LPL Financial and has less than one year of industry experience. His prior work includes roles in education and corporate settings, including positions at State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. 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.

Thomas Curry is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Lincoln Financial Securities Corporation and Capital Guardian Wealth Management. Beyond his advisory work, Curry is involved in family investment partnerships and owns a tax services business. Cambridge Investment Research Advisors serves a diverse client base that includes individuals and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Catherine Hunter is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and acts as a Trustee for Hemphill. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Timothy Rahmeier is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Resource Financial Planning Corporation. Outside of his advisory role, Rahmeier is president and owner of Advance Financial, Inc., a private company operating in the securities and investment advisory sector. 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 portfolios, third-party asset management, and institutional platforms, with a broad range of advisory services supported by advanced research and operational tools.

Richard Jarman is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors. His prior roles include ten years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. Outside of advisory work, he holds ownership interests in several small business ventures related to commercial and farm land leasing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm combines its proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Amelia Metzler is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she held positions at Bank of America Merrill Lynch, North Star Resource Group, and Saint Francis University. Merrill, along 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.

Gregory Porcaro is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles in accounting as president of a CPA firm and leadership positions in real estate management and development companies. Outside of advising, he is involved in several business ventures including real estate and accounting. 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 and model portfolios, supported by advanced research and operational tools.

Matthew Cova is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Commonwealth Financial Network and Resource Financial Planning Corp. Outside of his advisory work, he coaches and provides private training classes through Defiance Strength and Conditioning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Adams is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. In addition to his advisory role, he has been affiliated with New York University since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Donald Wolf is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013, with a brief hiatus from 2016 to 2017. Outside of advisory work, he owns a business that facilitates sales and shipments of awards, such as pins and watches, in the Northeast region and also writes financial plans for another Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Bilodeau is a CFP® with nine years of industry experience, currently affiliated with Mass Mutual Investors Services. He has worked at Spaugh Dameron Tenny since 2017 and previously at HF Financial from 2015 to 2017. Bilodeau also serves as Director of Financial Planning at an affiliated entity in Charlotte, NC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.