Dawson Shirley is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 66 designations with three years of industry experience. His prior roles include positions at Merrill, US TEH SOLUTIONS INC, Wells Trade Clearing Services LLC, New York Life Insurance Company, and Clemson University. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies alongside ongoing manager selection and internal research tools.

Tucker Beale is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 65 designation. Prior to joining LPL Financial, he worked at Waldron Private Wealth and has experience in roles at Duquesne University, GNC, and Texas Roadhouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Winston Huie is a financial advisor at Equitable Advisors with 39 years of industry experience. He has held roles at Equitable Advisors and Axa Advisors, Llc, spanning over two decades. Huie holds Series 63 and Series 65 licenses. He also serves as power of attorney and healthcare proxy for his wife, a role he established in 2005. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Robert Morrison is a financial advisor with LPL Financial in Fort Mill, SC. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at Metrolina Eye Associates, Red Ventures, and Connecticut Eye Consultants. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various portfolio strategies.

Jarod Reed is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Cynthia Honaker is a financial advisor at Cetera with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she is the manager and owner of CNH Financial Advisors, LLC, a DBA for investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and customized strategies, supported by a large network of advisors.

Christine Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2015. Outside of her advisory role, she works as a freelance photographer specializing in family and portrait sessions. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group to support financial planning and client decision-making.

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Neville Fearing is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with MassMutual and its affiliated entities since 2014. Outside of his primary role, he is involved with R.P.C.G, LLC, providing financial planning and advising services for retirement plan clients and retail customers, and he also owns KANDN Holding LLC, where he researches and invests in real estate and closely held businesses. 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 offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations without investment discretion as part of the planning engagement.

Brandon Kyle is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank and Highland Consulting Associates. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Todd Haines is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including over 17 years with Wells Fargo entities. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Danna Demos is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 10 years of industry experience. She has been with Merrill since 2010. 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, pension plans, corporations, and charitable organizations.

Jonathan Tully is a Series 66-credentialed financial advisor with LPL Financial in Fort Mill, SC, bringing six years of industry experience. He has been with LPL Financial since 2017 and previously worked at Conbraco Industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Linda Abbott is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Stifel Nicolaus & Co Inc, and The Vanguard Group, Inc. Abbott is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cameron Church is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked with Securian Financial Services and North Star Resource Group. Outside of his advisory role, he is involved in fitness as a part-time employee at a CrossFit facility and owns a tax planning business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers multiple investment platforms and proprietary strategies, with an emphasis on tailored portfolio management and documented advisor business relationships.

Thomas Ketzer is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America N.A. since 2022. Outside of his advisory role, Ketzer teaches EMT classes at South Piedmont Community College. 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 both model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Christopher Shivel is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2002. He has been assisting clients with the development, implementation, and maintenance of their financial plans through various market conditions. Christopher works with clients using the one-on-one Private Client Group model to guide them toward their unique financial goals. He began his career at Fidelity Investments as a Combined Sales Representative from 1998 to 1999 before advancing to his current role. Over his tenure, Christopher has gained extensive experience in financial consulting and client relationship management. Outside of his professional work, Christopher enjoys boating, fitness, hiking, kayaking, soccer, and traveling.

Ryan Ramadan is a financial advisor at Edward Jones with 14 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co. Inc. from 2021 to 2024, and at TIAA-CREF from 2015 to 2021. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Leanne Schwarzmann is a Planning Consultant at Fidelity Investments, where she advocates for clients to ensure they have an exceptional experience at the investor center. She partners with clients to create financial plans that may include elements of flexibility, protection, and growth based on individual needs and goals. She has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Senior Relationship Manager, and currently Planning Consultant since 2021. Her professional experience centers on building client relationships and providing tailored financial planning solutions. Outside of her professional role, Leanne enjoys activities such as spending time at the beach, cooking and baking, family activities, watching movies, listening to music, and caring for pets.

Casey Hamilton is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, Casey’s background includes work in landscaping and the food service industry, alongside four years dedicated to full-time education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, research-driven portfolio strategies, and a diverse platform of investment and capital markets offerings.