Gordon Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Edward Jones for 16 years before joining Raymond James Financial Services Advisors, Inc. in 2026. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

Robin Augustin is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. Prior to that, he was associated with Bank of America N.A. starting in 2004. 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 offers model-based and discretionary investment strategies developed by internal and third-party managers and serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kathleen Bryant is a Series 66-licensed financial advisor with Raymond James & Associates in Matthews, NC, bringing 18 years of industry experience. She has worked with Raymond James & Associates since 2013, including her current tenure beginning in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alexander Hoffman is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has been with Vanguard since 2021 and previously coached hockey at Pineville Ice House. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that emphasizes personalized asset allocation and broad customization options.

Robert Suddreth is a CFP®-certified financial advisor with 24 years of industry experience. He currently works at Morgan Stanley in Charlotte, NC, and has held positions with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, and Wachovia Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process with firm-approved tools and market modeling techniques.

Edwin Richardson is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 designation and has worked previously at HD Vest Insurance Agency and H.D. Vest Advisory Services. Besides his advisory role, he owns a consulting firm offering tax preparation and accounting services and serves as an executor in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a national network of over 22,800 advisors.

James Sloan is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the College of Charleston. Details regarding his specific areas of expertise or community involvement have not been provided.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 a range of individual and institutional clients.

Andrea Clark is a Series 66-registered financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at various J.P. Morgan entities since 2023 and previously held positions at Brown University and Food Lion LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a model that combines quantitative and qualitative research for customized asset allocation advice and investment manager selection.

Zachary Wagner is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2010. Based in Charlotte, NC, he is part of a large institutional firm with a nationwide presence. Edward Jones serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors.

Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

Patricia Wilfong is a financial advisor with Morgan Stanley Wealth Management in Charlotte, NC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has previously worked at Wells Fargo and Wells Fargo Clearing in various roles from 2013 to 2025. Outside of her advisory work, Wilfong is involved in a retail business, Vow & Veil, based in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Jose Amaya Crespo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at the Internal Revenue Service, Texas Comptroller of Public Accounts, and Fidelity Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Maria Saldarriaga is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Preferred Merchant Services. 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 that utilizes structured discovery processes and firm-approved tools.

Christopher Bryan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting business owners, executives, and successful families. He focuses on retirement planning, exit planning, tax-smart wealth strategies, employee benefit plans, alternative investments, and liquidity management. Drawing from over 30 years of experience across corporate accounting, mergers and acquisitions, commercial real estate, retirement planning, and wealth management, Chris brings a comprehensive perspective to his clients' financial and business challenges. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. His professional designations include Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He collaborates closely with clients' CPAs and attorneys to coordinate tax, estate, retirement, and exit-planning strategies, emphasizing proactive, year-round planning to improve financial outcomes. Outside of his professional role, Chris serves as Treasurer of Project 440, an organization dedicated to mentoring young musicians and promoting financial literacy among underserved youth and families in the Philadelphia region. He shares his time between the Philadelphia and Los Angeles markets, serving clients across 21 states.

Dyllan Kirkpatrick is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Innovative Mounts, and Eye Physicians of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Campbell Jenkins III is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keane Capital Partners and Robert W. Baird. Jenkins serves as secretary of the board and is on the finance committee for the Myers Park High School Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises high-net-worth individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a combination of in-house and third-party managers.

Janay Donaldson is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Ameriprise, she worked at LPL Financial, The Vanguard Group, and TIAA. Outside of finance, she is involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its recommendations, which emphasize tax-aware withdrawal strategies and dependable income sources.

Declan Horan is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with three years of industry experience. His prior work includes roles at New York Life Insurance Company and The Manor at Silo Falls. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management through its extensive network of Financial Advisors.

Alexander Aucoin is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Louisiana State University and educational institutions such as Sequitur Classical Academy and Parkview Baptist School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.