Deena Wilson is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior work includes roles at Foresters Financial and its related advisory firms from 2004 to 2018. Outside of her advisory work, she operates as an independent nail stylist selling Color Street nail polish strips. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering a range of financial planning and advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management with access to model portfolios, research, and technology-driven investment solutions.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Bobby Carroll is a financial advisor with LPL Enterprise, holding a Series 66 designation and 24 years of industry experience. He has worked at Prudential Insurance Company of America since 2002 and was formerly with Pruco Securities, LLC. since 2002. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with financial product sales.

Jonathan Hill is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses. He has prior experience at Maxwell Financial Management and a background that includes roles in education and business operations outside the financial industry. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing research-driven model portfolios and a variety of investment strategies.

Mathias Rick is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously with Metlife Securities. Outside of his advisory work, he serves as Treasurer on the board for the Charlotte St. Patrick’s Day Parade Committee, helping coordinate parade logistics and financial duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning such as divorce and estate settlement.

Bryan Recca is a CFP® professional with five years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group, Inc. and Mosaic Pediatric Therapy. He is based in Fort Mill, SC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by research and technology-driven investment strategies.

Matthew Pawlowski is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Pawlowski is also the owner of WC Advisor Services LLC, an administrative services firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Philip Burke is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Charlotte Burnett is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her background includes roles at JPMorgan Chase Bank and JP Morgan, as well as prior service in the United States Army. Outside of her advisory work, she is a general partner at Burnett Properties Group, LLC, providing occasional oversight for rental properties. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Julie Jones is a financial advisor with Morgan Stanley in Charlotte, NC, holding the CFA® designation along with Series 63, 65, and 66 licenses. She has seven years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Jones currently works within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment outlooks as part of its financial planning process.

Henderson Dawson Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill for 12 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Outside of his advisory role, he is a sole proprietor of a rental property business. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not offer individual security recommendations as part of its standalone planning program.

Jack Lynam is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has one year of industry experience, previously working with several firms including PMA Securities, PMA Asset Management, PMA Financial Network, and PRUCO Securities, as well as a background at James Madison University. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Sarah Marshall is a Series 66 licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020, following roles at DTCC and Raymond James & Associates. She is based in Fort Mill, South Carolina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors, LLC. Outside of his advisory role, Snelling is involved in real estate sales as a sales associate with Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm employs a hybrid referral and implementation model that utilizes multiple advisory programs and emphasizes individualized client planning.

Serena Bachoua is a financial advisor at LPL Enterprise with a Series 66 designation and five years of industry experience. Prior to joining LPL Enterprise in 2024, she worked at LPL Financial LLC from 2020 to 2024 and held various roles in retail and service industries. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

William Carlson is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. He has held roles at Charles Schwab and Charles Schwab Bank since 2023, with prior experience at Modis and various positions outside the financial industry, including work with the YMCA of Metropolitan Dallas. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its integrated structure, large client base, and multi-asset investment approach supported by in-house research and a formal alternative investments platform.

Drayton Henderson is a financial advisor at Robert W. Baird & Co. with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2011. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Gregory Duckworth is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he serves as a board member for South Charlotte Partners, Inc. and is the sole proprietor of Eureka Trading Company, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include collaboration with employer-based corporate financial planning.

Nicholas Drake is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he held positions at various companies including Us Tech Solutions and Anderson Merchandisers. Outside of his advisory role, he works as a delivery driver for Uber Eats and a shopper for Instacart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by extensive research and analytics.

Amanda Davis is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and 12 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is an independent Avon sales representative and the owner of Krafty Creations LLC, a retail and online sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery processes and firm-approved planning tools.