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 Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). With 28 years at Merrill Lynch, James has developed expertise in areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. James earned his bachelor's degree from the University of North Carolina at Chapel Hill and a master's degree from Wake Forest University. He is a graduate of Episcopal High School in Alexandria, Virginia. In addition to his professional responsibilities, James is involved in the community through organizations such as the Boy Scouts of America and Christ Episcopal Church. Originally from North Carolina, James has lived in Washington DC, New York City, Boston, and Detroit. He is married and has three adult children.

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 along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including prior roles at Bank of America and Merrill. Outside of her advisory work, she assists with organizing an annual fundraiser for at-risk girls through the charitable organization Our Little Roses Foreign Mission Society. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm offers tailored financial plans and investment recommendations, serving both retail and municipal clients with a combination of advisory and institutional fiduciary solutions.

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 role, he manages two residential rental properties as a sole proprietor. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and emphasizes non-discretionary management alongside selective discretionary programs.

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.

Nathan Peck is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held positions in various sectors including hospitality and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services with discretionary and non-discretionary management options, supported by proprietary and third-party research.

Christopher Austin is a Financial Advisor at Merrill Lynch Wealth Management who provides personalized financial planning and portfolio advisory services. He assists individuals, families, and businesses in creating strategies for short-, mid-, and long-term financial goals, offering guidance in areas such as investing, retirement planning, and risk management. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Christopher holds a Bachelor's Degree from West Chester University and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He specializes in retirement planning and advanced strategies for affluent clients, encompassing tax minimization and legacy planning. His client base ranges from first-generation wealth builders to high-net-worth individuals. He is involved with professional and community organizations such as the Charlotte Youth Professional Group, Beds for Kids, and Carolina Youth Coalition. Outside of work, Christopher enjoys basketball, football, golfing, music, pickleball, soccer, spending time with his family, traveling, and watching movies.

Brian Koehl is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Advisors and Sunamerica Capital Services. He is also an agent involved in the sales and service of fixed annuities and owns Koehl Investments LLC, an entity created for financial planning. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports a variety of advisory platforms and legacy programs.

Nathan Remmy is a financial advisor with J.P. Morgan Securities in Charlotte, NC. He holds a Series 66 designation and has held various roles since 2019 across financial services and other sectors, including positions at UBS, Fidelity Investments, and JPMorgan Chase Bank, N.A. He attended the University of North Carolina from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

William Dungan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2003. Wells Fargo Clearing provides retirement plan consulting services 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 includes discretionary and non-discretionary options, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.