John Richards is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citigroup Global Markets. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Cristine Ale is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she owns and manages a mobile food business and a residential remodeling service. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary market research and client goals.

Orestes Jason is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 credential and eight years of industry experience. He has worked at LPL Financial and Epic Capital Wealth Management since 2013. Outside of his advisory role, he is involved with Dimitriou Associates, LLC, which is engaged in real estate rental activities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Bramhall is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Clearing Services, PNC Investments, and UBS Financial Services. His current practice began in 2023 at LPL Financial in Charlotte, NC. 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 range of advisory and brokerage services, including financial planning and access to model portfolio programs, delivered through a large network of investment adviser representatives.

Bailey Bartee is a CFP® with 23 years of industry experience and is currently with Wells Fargo Advisors, where he has worked since 2019. Prior to that, he spent three years at Wells Fargo Clearing. Bartee serves as chair of the Endowment Committee at SouthPark United Methodist Church, where he discusses investment performance and project costs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, combining research, planning tools, and optional implementation through brokerage or advisory programs.

John Obrien is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Kostandinos Alexiou is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Wells Fargo and operated a Greek restaurant called "It's Greek to Me" for five years. Outside of his advisory role, he owns eAgora Marketplace, an online Greek marketplace selling candy and soft drinks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Christopher Adams is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Merrill from 2005 to 2018 before joining Wells Fargo Clearing in 2018. Adams serves on the Board of Trustees for the Alexander Children's Foundation in Charlotte, where he participates in meetings and assists with fundraising and event promotion. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Gregory Marsh is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has previously worked at Citizens Bank, Wells Fargo, and TIAA, and took two sabbaticals during his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Hunter Robertson is a CFP®-designated financial advisor with nine years of industry experience. He is currently with LPL Financial and previously spent ten years at Robert W. Baird & Co. in advisory roles. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of investment adviser representatives.

Elizabeth Mandaleris is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch since 2013. 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 strategies managed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cynthia Richards Donald is a CFP® professional with 31 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. She holds Series 63 and Series 65 licenses and is based in Charlotte, NC. She is also the owner of Premier Wealth Transfer Group, LLC, a business focused on managing operational expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and provides event-driven planning services including estate settlement and divorce planning.

Steve Worthy is a CFP® and ChFC® with 46 years of industry experience. He is currently with OSAIC and has held roles at Maxworth Consulting Group, LLC since 2006 and Signator Investors, Inc. from 1980 to 2018. Worthy also serves as managing partner of Maxworth Consulting Group, where he develops compensation strategies for hospital emergency department medical staff. OSAIC is a multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm uses model-based asset allocation and portfolio optimization tools and supports a diverse client base including high-net-worth individuals, retirement plans, charities, and corporate clients.

Gina Moore is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. Prior to joining RBC in 2019, she worked at Wells Fargo Clearing from 2016 to 2019. Outside of her advisory work, she serves as secretary and treasurer for The Georgian HOA in Charlotte. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies through multiple advisory programs that incorporate both in-house and third-party managers.

Terry Dresbach is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Enterprise in 2024, Dresbach worked at Prudential Insurance Company of America, Pruco Securities, LLC, and First Command Financial Services. Outside of financial advising, Dresbach is involved in real estate property management through ownership of Sunnyslope Properties LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm primarily offers model-driven investment solutions, third-party asset manager access, and various financial planning and consulting services.

Vance Hodges is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo and Bank of America. Outside of his advisory role, he is a partner in BaHoNC LLC, a real estate-related business in North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and proprietary tools.

Danny Deborde is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 22 years of investment management and planning experience to his role. He specializes in areas such as college education planning, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. As a Portfolio Manager, he manages personalized and defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds a Bachelor's Degree from the University of South Carolina and has completed an Accredited Certificate Program at Queens University of Charlotte. Danny is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Retirement Planning Counselor™ designee. Additionally, he holds the Personal Investment Advisor and Sports & Entertainment designations. Danny is a married father of two who participates actively in his community, focusing on children's sports activities and family-oriented charities. Outside of work, he enjoys adventure sports, biking, boating, fishing, gardening, golfing, hiking, spending time with his family, swimming, and tennis.

Madeleine Thompson is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020. Prior to her advisory role, she spent four years at the University of Alabama and eight years at Myers Park High School. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Sabrina Pignataro is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC and Cunningham Financial. Prior to her advisory career, she held various roles in the hospitality industry and attended the University of North Carolina at Wilmington. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

James Copley is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.