Anthony Prudhomme is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an independent knife maker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ayanna Johnson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and two years of industry experience. Her work history includes roles at Wells Fargo Advisors Financial Network, Randstad, The Vanguard Group, LPL Financial LLC, and Lincoln Financial Group. Outside of her advisory role, she works as an Amazon Flex driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to support its diversified investment approach.

Nora Buscema is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Wesley Alim is a CFP® with 15 years of experience in the financial industry. He is currently an advisor at Edward Jones and has previously worked at firms including Morgan Stanley and The Vanguard Group, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory and investment services, supported by a nationwide network of financial advisors and branch offices.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 credential with one year of industry experience. His prior work includes roles outside the financial industry, such as at DeBary Country Club and Security First Insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, offering a mix of discretionary and non-discretionary advisory solutions.

Brian O’Regan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in financial advisory services. He began his career in financial services in June 1998 and has spent his entire career with Bank of America and its related companies. Brian focuses on the planning aspects of client relationships and works primarily with ultra affluent families and institutions. His expertise includes investment management, retirement planning and distribution, estate planning, debt and cash flow management, banking services, and college education planning. Brian holds a Bachelor’s degree in Finance with a minor in Economics from the University of North Carolina at Charlotte. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his approach to integrating comprehensive financial planning strategies across all aspects of a client’s financial picture. Outside of his professional work, Brian is involved in his local community in Gaston County, North Carolina. He is a member of a local Rotary Club, has served on the Board of the Highland School of Technology, and was a board member for The Ada Jenkins Center in Davidson. Brian lives in Charlotte with his wife, Alyson, and their two sons, Liam and Gavin. His personal interests include biking, fishing, golfing, reading, and running.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Ryan Ash is a financial advisor with Fidelity in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at Fidelity Investments and Robert Half Inc. Outside of finance, he was involved with Local Lunchbox, a community-oriented business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from a broad investable universe.

Paul Gaskin is a financial advisor at Raymond James Financial with 29 years of industry experience. He has worked with Raymond James Financial Services Advisors since 2017 and previously spent eight years at Wells Fargo Advisors Financial Network. Gaskin also owns Gaskin Asset Management, an independent financial services company affiliated solely with Raymond James, and is a partner in a business managing office property used by his firm. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has specialized programs that serve small businesses and institutional clients.

Lauren Fink is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has previously worked with Digijaks Group and held various roles connected to Clemson University. UBS Financial Services 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 services and leverages research from its Chief Investment Office and UBS Global Research to tailor client solutions.

Tawa Saune is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining in 2019, he has focused on delivering Goals-Based Wealth Management strategies that begin with understanding each client's family, financial situation, and priorities. Tawa’s expertise includes college education planning, executive compensation, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. He holds a Bachelor’s degree from Columbia International University and an MBA from Duke University’s Fuqua School of Business, where he concentrated in Investment Finance and Corporate Finance. Tawa is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. He serves on the board of the non-profit Friends of Runa Simi and supports charities focused on art, education, and community development. Outside of work, he has personal interests in boxing, golfing, soccer, and writing.

Yolanda Wilson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Sharonview Federal Credit Union and LPL Financial. Outside of her advisory work, she owns Uniquely Gift'd, a retail gifting business. Wells Fargo Clearing provides retirement plan consulting for 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Wimer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he and his team provide a wealth management plan centered around the client and their family, employing a concierge service model supported by the resources of Merrill and Bank of America. Daniel specializes in serving high-income clients with increasing financial complexity, focusing on tax-smart investing and wealth management planning. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Temple University's Fox School of Business and completed the CFP® Educational Program at Wake Forest University School of Professional Studies. His expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, women and wealth, tax minimization, and retirement income. Daniel lives in Fort Mill with his wife and their three children. His personal interests include cooking, spending time with family and friends, exploring Charlotte's food and drink scene, playing and practicing golf, traveling to the west coast, and following sports such as the PGA Tour and his hometown Steelers.

Adam Taff is a financial advisor at MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation with 14 years of industry experience. He has been with MassMutual and its affiliated entities since 2011. Outside of his advisory role, he is involved in consulting on executive benefits recordkeeping and compliance through RFG Consulting, LLC. MassMutual 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, focusing on collaborative, annual planning engagements that incorporate firm-approved analytical tools.

Alison Rowe Iglehart is a financial advisor with Robert W. Baird & Co. Inc. in Davidson, NC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Timothy Heilferty is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Integrity Viking Funds. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice.

Emily Dannenhoffer is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Bridgewater Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets activities.

Charlene Hall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1990. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a wrap-fee structure and a focus on curated investment models.

Joseph Marano is a financial advisor at Edward Jones in Matthews, NC, holding a Series 66 designation with 12 years of industry experience, all spent at Edward Jones since 2014. He serves as a board member for Mount Moriah Church's child development center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Seth Hauser is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018, following a year at UBS Financial Services and four years at the University of North Carolina at Chapel Hill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers services that include structured financial planning and investment advisory programs.