Martha Catt is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 12 years. Martha is also involved with Catt Wealth Consulting, LLC, a business related to her LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Kendra Gooden is currently a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she works closely with clients to develop financial plans that align with their needs and goals. Prior to this, she gained experience as a Mortgage Loan Officer at Mutual of Omaha Mortgage from 2021 to 2022 and as a Senior Financial Services Officer at State Employees' Credit Union from 2014 to 2021. Her earlier roles include Member Service Representative at Navy Federal Credit Union, Teller at Bank of America, and Teller Retail Banker at Woodforest National Bank. Kendra's professional background encompasses various areas of financial services, including wealth management, mortgage lending, and financial advising. She brings over a decade of experience in the financial sector, working with a range of clients to meet their financial needs. Outside of her professional work, Kendra has an interest in art, beach activities, family activities, music, and traveling.

Anupama Brookins is a CFP® professional with eight years of experience, currently serving at Cambridge Investment Research Advisors. Prior to her advisory role, she worked at Cisco Systems and operates Brookins Consultancy, providing analytics and customer insight services. She also holds adjunct faculty positions in marketing and computer science/statistics at universities in North Carolina and India, and teaches oil painting and tutors high school mathematics. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Ryan Rump is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors DBA Tristate Financial Advisors, and Northwestern Mutual. Before entering the financial sector, he worked in the food service industry and has experience in fitness and education. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dean Castaldo is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank and a five-year tenure with the U.S. Naval Academy Foundation, alongside ongoing service in the U.S. Navy Reserves. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support decision-making.

Cole Cecconi is a Financial Advisor with Merrill Lynch Wealth Management in Charlotte, North Carolina. He works with individuals, families, and business owners to develop personalized financial strategies, focusing on investment planning, retirement planning, wealth management, and long-term financial goals. Cole emphasizes clear communication and thoughtful guidance to assist clients in making confident decisions about their financial future. He began his career with the CBC Group as an intern in 2023 and holds the Personal Investment Advisor (PIA) designation. Cole earned his Bachelor's Degree and Master of Business Administration (MBA) from Rollins College. He leverages his education and experience to provide tailored financial advice aligned with clients' needs and objectives.

Kimberly Bryant is a financial advisor at LPL Enterprise with 25 years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, The Prudential Insurance Company of America, and Pruco Securities, among others. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory services with active sales of financial products.

Dory Hux is a financial advisor with Ameriprise, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, leveraging algorithmic automation and a centralized consulting team to support advisors and clients.

William Dornik is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including LPL Enterprise, The Prudential Insurance Company of America, and Janney Montgomery Scott. Outside of finance, his background includes roles in the restaurant and automotive dealership industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans.

Amanda Bateman is a CFP® professional with 11 years of industry experience, currently advising at LPL Financial since 2024. Her prior roles include positions at The Vanguard Group, Dentist Advisors, and Vanguard Advisers. Outside of her advisory work, she is involved with Pilot Financial in a non-investment capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jennifer Malaney is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. She previously worked at Merrill Lynch for nine years before joining Raymond James in 2017. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary consulting, and institutional fiduciary services.

Eli Naughton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Dyer & Company, LLC, and Fleet Feet, as well as academic experience at Davidson College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment process.

Evan Tidwell-Weinzierl is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he has been serving since 2026. In this role, he acts as a primary point of contact for clients, delivering personalized service tailored to individual needs and preferences. When deeper wealth planning is necessary, he facilitates discussions with Wealth Management Advisors to ensure comprehensive support for clients and their families. Evan has been with Fidelity Investments since 2021, initially working as a Planning Consultant before advancing to his current position. Prior to joining Fidelity, he gained experience at several financial firms including Wells Fargo Advisors, United Planners Financial Services, and MetLife Premier Client Group of the Carolinas. His career has focused on providing financial services and client relationship management. Outside of his professional work, Evan enjoys hiking, outdoor adventures, and spending time with his pets.

Benjamin Jackson is a financial advisor with LPL Enterprise in Charlotte, NC, holding the Series 66 designation and three years of industry experience. His prior roles include positions at Pruco Securities LLC and Wells Fargo Clearing Services, as well as several roles associated with Elon University. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a variety of brokerage and insurance products supported by a comprehensive integrated platform.

Katherine Robinson is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and having 9 years of industry experience. Her prior roles include positions at Merrill Lynch and The Vanguard Group, as well as four years at Davidson College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and a broad range of investment products.

Derek Kucharski is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 65 and Series 63 credentials. He has been with Equitable Advisors since 2025 and has prior experience with New York Life and Dominion Payroll. Outside of finance, he works as an independent contractor providing pet care and boarding services through the Rover platform. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth, retirement plans, corporations, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through LPL-sponsored programs and third-party managers, providing both advisory and brokerage solutions.

William Connor is a Series 66-licensed financial advisor with seven years of industry experience, currently with UBS Financial Services since 2019. Prior to joining UBS, he worked at Dogwood Southern Table and Campbell University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Andrew Holden is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Ameriprise and has experience in logistics and capital management, as well as roles related to education and swim club management. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies driven by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering a range of investment approaches including tax-aware strategies and customizable investment restrictions.

Adam Kanter is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes positions at Bank of America and Jos A Bank. Outside of advising, he operates a sole proprietorship renting out extra rooms in his apartment. 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 accounts.

Holly Clark is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2018, following five years at both Bank of America, N.A. and Merrill. Based in Charlotte, NC, she provides advisory services within a large institutional firm. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.