Chandler King is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018. Prior to this, he was employed at NTT Data Services for two years. King serves as a board member on the investment committee for the Christ Church Foundation in Charlotte, North Carolina. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by approved tools and portfolio modeling techniques.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Brendan Cole is a financial advisor with Merrill based in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Principal Financial Services and The Hanover Insurance Group. He also worked as a retirement consultant offering personalized investment advice to Principal retirement plan participants. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Heinz is a financial advisor at Edward Jones in Charlotte, NC, with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His previous positions include roles at Fidelity Investments and E*TRADE Capital Management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of thousands of financial advisors and branch offices.

Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Charlotte Christian College and Cornwell Center, alongside ongoing work with PFS Investment Inc. and Primerica Financial Services. Outside of finance, he is involved with Yom Tov Enterprises, LLC, a non-investment-related partnership. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Jeffrey Vandiver is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advisory work, he is a partner in BRJK, LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Daniel Copeland is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and 66 licenses and having six years of industry experience. He has been with The Vanguard Group since 2020, following earlier roles in brokerage services and various positions including work in the hospitality and entertainment sectors. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supporting a large client base through its digital platform and extensive team of advisors.

Mary Grace Cardow is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Her background includes roles at The Vanguard Group, Clemson University Academic Success Center, and Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice through a centralized team using proprietary research and tools.

Hyun Paik is a financial advisor with Vanguard Advisers, holding a Series 66 credential and five years of industry experience. Prior to joining Vanguard Advisers, Paik worked at Fisher Investments and Fidelity Brokerage Services. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Caleb Wyckoff is a financial advisor with Merrill in Huntersville, NC, holding a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. and Merrill since 2023 and previously spent seven years at Harris Teeter. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ganna Wenzell is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at firms including Wells Fargo Clearing, Fifth Third Securities, JP Morgan Chase Bank, and LPL Financial. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

Elaine Turner is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses with six years of industry experience. She has worked at various Vanguard entities since 2020 and has also been self-employed in a childcare role since 2021. 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 utilizing proprietary models to create personalized asset allocations, primarily using Vanguard funds and ETFs.

Andrew Warner is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 66 and Series 63 licenses. He has four years of industry experience, including prior roles at Wells Fargo Securities. Outside of his advisory work, he is also an insurance broker specializing in life, disability, long-term care, and health insurance. 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 financial planning, asset management, and educational seminars using detailed client data and firm-approved analytical tools to develop recommendations.

Laura Spivey is a Series 66-licensed financial advisor with Edward Jones, based in Cornelius, NC. She has three years of industry experience, including prior roles at Movement Mortgage. She has been with Edward Jones since 2018. 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 a large national network of financial advisors and branch offices.

Joshua Dodge is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with three years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. 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 both brokerage and advisory solutions, relying on research and analytics to guide investment selections.

Bryan Steele is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory role, he serves as the general manager of a property rental business in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and fee-based financial planning. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors utilizing proprietary research and model-based asset allocations.

Carter Barlow is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at The McKay Firm and has experience in education at the University of South Carolina and Charlotte Latin School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Landrum Henderson Jr. is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 51 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Outside of his advisory role, he is an owner and proprietor of a rental property in Pawleys Island, SC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments.

Jason Farouk is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Bank of America, The Vanguard Group, Citizens Securities, and Santander Securities. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Zellner is a financial advisor at Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Equitable Advisors in 2026, he worked at D.A. Davidson & Co. for eight years. His background also includes diverse roles outside of finance, such as positions at Vail Resorts and Glacier Park Inc. 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 third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.