John Granzow II is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Securities. Granzow is the owner of Valhalla Investment Group, LLC, a property management business in Charlotte, 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, including tailored financial planning supported by structured discovery and advanced modeling tools.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Barings, Advisors Asset Management, UBS Financial Services, and Wells Fargo Clearing. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Robbins is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a joint owner of an LLC involved in owning a rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory and discretionary managed account options supported by centralized custody and operational infrastructure.

John Grant is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlo Licata is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as Treasurer and Chairman of the Associates Board for the Mid America Club in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Brian Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and six years of industry experience. He previously worked at Trimble Inc. from 2014 to 2020 and has been with Morgan Stanley and its Private Bank since 2020 and 2021, respectively. Outside of his advisory role, Snyder is a partner at Happy Tree Farms, Inc., an agricultural business in Greensboro, North Carolina. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by model-based outcome analysis.

Nicholas Deneault is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. He has prior experience at Edward Jones and Waddell & Reed, and has also operated a tax preparation business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

William Martin III is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services, Wells Fargo Clearing Services, and MassMutual. Outside of his advisory work, Martin has longstanding involvement with a mortgage and real estate services business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to asset managers, and participation in wrap programs.

Guy Mcbride III is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, UBS Financial Services, and PNC Investments. Outside of his advisory work, he owns and operates an online marketplace business. 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 IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jacob Hillyard is a Financial Consultant currently working at Fidelity Investments since 2025. He has held several roles within the financial services industry, including Investment Consultant at Fidelity Investments from 2023 to 2024, Financial Planner at Domain Money in 2023, Financial Consultant and Associate Financial Consultant at E*TRADE from Morgan Stanley between 2020 and 2023, and Brokerage Investment Trader at Vanguard from 2019 to 2020. Jacob is a CERTIFIED FINANCIAL PLANNER® Professional, assisting individuals and families in clarifying their financial picture, priorities, and strategy. He focuses on helping clients simplify complex financial decisions and develop a structured approach to achieve their current and future financial goals. Outside of his professional work, Jacob's personal interests include fitness, golf, spending time at the lake, reading, skiing, and traveling.

Nikolaos Peroulas is a financial advisor with LPL Financial, holding a Series 66 designation and with 21 years of industry experience. He has worked at LPL Financial since 2008 and previously spent time at Harrisdirect LLC in 2005. 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 financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.

Clayton Wise is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, the Levine Jewish Community Center of Charlotte, Red Ventures, and the University of South Carolina. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, emphasizing client-specific risk assessment and customized investment solutions.

Asheli Hamby is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at The Vanguard Group, Merrill Lynch, and TD Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Richard Johnson II is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, South Carolina, with 7 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. before joining LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Young is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Bank of America, Merrill, MassMutual Life Insurance, New York Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he is also involved as CEO of BTR Records LLC, a music and artist business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal research and third-party strategists, with services encompassing financial planning, access to external asset managers, and insurance product facilitation through affiliated entities.

Glykeria Kalogeromitros is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has experience working at Merrill and has also been involved with the UNC Kenan-Flagler Business School and the University of North Carolina at Chapel Hill. Outside of her advisory role, she was associated with Blue Bay Seafood Restaurant for five years. 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 individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Noah Arita is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His prior roles include positions at First Citizens Bank, First Horizon Advisors, and Bank of America. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized operational and custody arrangements.

Charles Belk is a financial advisor at Edward Jones with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Based in Charlotte, NC, he is part of a large national firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by more than 23,700 advisors nationwide.

Ezio Palomeque is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized wealth management strategies tailored to his clients' unique needs, helping bridge the gap between their current financial situations and future aspirations. His expertise encompasses a wide range of areas including retirement planning, estate planning services, risk management, tax minimization strategies, and investment management. Mr. Palomeque focuses on client areas such as family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds a Bachelor of Science degree in Business Administration and Finance from East Carolina University. Additionally, he has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English and Spanish, he brings accessible and knowledgeable service to his clients. Outside of his professional work, Mr. Palomeque dedicates time to community involvement, including participation with the Hearts For The Invisible Charlotte Coalition. His personal interests include boating, camping, cooking, football, reading, travel, and spending time with his family.

Scott May is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.