Kiairra Dixon is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked at Ally Bank and Heartland ECSI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Jeffrey Walters is a CFP®-designated financial advisor with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Charlotte, NC. He previously worked at LPL Financial and SunTrust Advisory Services. Walters is also the owner of a support company named Jeff Walters, where he serves as an advisor and proprietor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by asset allocation analysis and firm research.

Meg Johnson is a financial advisor at Merrill with 29 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2009, also working at Bank of America since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Britt Byerley is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1997 and specializes in providing comprehensive wealth planning services for high net worth families and business owners. Britt's expertise includes estate and income tax minimization strategies, multigenerational planning, and customized retirement and education strategies. She holds the professional designations of Chartered Retirement Planning Counselor™ and CERTIFIED FINANCIAL PLANNER® practitioner. Britt earned a Bachelor of Science degree from the College of Charleston. Outside of her professional work, Britt's personal interests include football, tennis, and spending time with her family.

Kevin Patterson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and a variety of investment strategies in its services.

Bradford Parsons is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting implementation through various advisory and portfolio management programs.

Stephanie Diaz is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with Cetera and its affiliated entities since 2019, with prior experience at Foresters Advisory Services and LPL Financial. Outside of her advisory work, she is involved in the sale of medical-grade alkaline water ionization solutions through an entrepreneurial venture called Enagic. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Elizabeth Lachanski is a financial advisor at Merrill in Charlotte, NC, with 36 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 1996 and holds a Series 63 designation. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Capecci is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Merrill, Bank of America, and Morgan Stanley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Kara Burkholder is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has been with LPL Financial since 2013 and concurrently works at South Carolina Bank and Trust since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options.

Tyrrell Keim is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Ally Invest Securities LLC and The Vanguard Group, Inc. Before entering the financial sector, he was involved in various roles including at New South Pizza, Inc. and Winthrop University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to capital markets. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Jean Metayer Jr. is a financial professional with 19 years of industry experience, currently registered with Cetera. He holds Series 63 and Series 66 credentials and has worked previously at Edward Jones, The Prudential Insurance Company of America, Pruco Securities LLC, and Waddell & Reed Inc. Outside of his advisory role, he owns Selwyn Strategic Capital LLC and is involved with Convergent Financial Partners, LLC, both providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various third-party managers and customizable investment strategies.

Charles Sleeth is a CFP® professional with 32 years of industry experience, currently affiliated with Ameriprise in Charlotte, NC. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Wells Fargo Advisors. He also serves as a financial advisor for Skyla Federal Credit Union, performing similar advisory duties as in his primary role. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Martha Roman is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and five years of industry experience. She previously worked at Bank of America and MassMutual before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

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 with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Crigler serves on the board of The Good Samaritan Foundation and is involved in business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and relies heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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.