Lisa Hanline is a financial advisor at Raymond James Financial with 35 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Hanline has been with Raymond James since 2009 and also operates Lisa Martin & Associates, Inc., a business entity used for securities-related tax and payroll purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and incorporates advanced analytical tools and technology in its advisory services.

Andrew Keith is a financial advisor at Merrill with Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2008, based in Charlotte, NC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kristopher Margerum is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Digital Intelligence Systems LLC and Massanutten Resort. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and provides a broad range of brokerage and advisory solutions.

Jack Quist is a financial advisor with MassMutual Investors Services holding a Series 66 credential. He began his financial services career in 2023 with Wells Fargo and has been with MassMutual and its subsidiary since 2024. Outside of advising, he is involved with Go Big Red Management LLC as an investment analyst focused on real estate opportunities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs a collaborative, annual planning process using firm-approved analytical tools and provides various event-driven planning programs.

Stephen Nett is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Charlotte. He began his financial services career after graduating from the University of Georgia in 1994, initially working as a floor broker on the trading floors of The Chicago Board of Trade. In 2002, Stephen transitioned to wealth management by joining Merrill Lynch in Charlotte, where he has focused on helping clients achieve their financial goals. Stephen holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. He and his wife Raili have lived in Charlotte for over two decades and are raising their two daughters, Kennedy and Finley. Stephen emphasizes the privilege and responsibility of assisting clients in financial success as a key motivation in his work.

Jake Long is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at RealtySouth and experience at the University of Alabama and Spain Park High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans based on clients’ goals and risk tolerances.

Patrick Powers is a financial advisor with LPL Financial based in Charlotte, NC, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Waddell & Reed, INC. for 12 years and has been involved with organizations such as the Rotary Club of Ballantyne, where he served as a speaker coordinator, and BNI Professional Connections as a power team coordinator and vice president. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits, offering a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Susan Shoe is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2018. Outside of her advisory role, she is Vice President of Shoe Private Wealth Advisors, a wealth management and consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports specialized municipal and public-finance services.

Hetal Sethi is a Financial Advisor at the Merrill Lynch Wealth Management Office in Charlotte, North Carolina. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and brings over 14 years of experience in financial and wealth management. At Merrill Lynch, she works closely with clients to simplify wealth management and help them meet and exceed their financial goals. Her areas of focus include legacy planning, personal retirement planning, small business strategies, and women and wealth. Hetal holds a Bachelor's Degree from the University of South Carolina, Columbia, and is fluent in English, Gujarati, and Hindi. Outside of her professional work, Hetal is involved with several community organizations, including Autism Strong Foundation, Common Heart, Nourish Up, and Young Man's Service League. In her personal time, she enjoys cooking, golfing, reading, traveling, practicing yoga, and spending time with her family.

Michael Holdenrid is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Nationwide Securities LLC and Nationwide Insurance. Outside of his advisory role, he is president of Caden Wealth Management, LLC, and operates as an independent insurance agent through Holdenrid Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.

Francis Moise III is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley, he worked at TPC Piper Glen and had various roles in education and retail. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for implementation.

Gianni Abballe is a CFP® certified financial advisor at Morgan Stanley with 13 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee estimates in its financial planning process.

James Rodgers is a financial advisor with Merrill in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior experience includes roles at Bank of America, B. Riley Wealth Management, National Securities Corporation, and Equitable Advisors. Outside of his advisory work, Rodgers is licensed as a life insurance and annuity agent with B. Riley Wealth Insurance. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Conor Miller is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at RetireOne, Inc., EF Legacy Securities, Jackson National Life Distributors LLC, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Okwuchi Uhiara is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including AllState Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Riann Barlow is a Series 66-licensed financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, Riann worked for six years at Matthews Presbyterian Church Child Development Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Dante Sammarco is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 credential and has worked at several firms including VALIC Financial Advisors and Lighthouse Planning Consultants. Outside of his advisory role, he serves as a sports league official for local YMCA soccer and basketball leagues in Charlotte, NC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Dan Singletary is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. He is based in Charlotte, NC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Liam Duggan is a Financial Consultant who collaborates with local families to assist them in growing, protecting, enjoying, and passing on their wealth. Currently, he serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, Liam held various roles at Fidelity Investments, including Investment Solutions Representative III from 2022 to 2023, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he was an Asset Transfer Specialist at Vanguard from 2019 to 2021.