Charles Beatty is a financial advisor at Thrivent Investment Management with 40 years of industry experience. He has held his current position at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he is a co-owner of Five Oaks Farm Realty LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account programs while maintaining separate service structures.

David McClure is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. He serves on the Board of Directors for the First Tee of Greater Charlotte, a local charity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored portfolio management and advisory programs utilizing both in-house and third-party investment managers and emphasizes customized strategies based on client risk profiles.

Andrew Walker is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2018. Prior to his financial services career, he was involved with Stuart's Tents and Events and has experience from Appalachian State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that include cash-flow, retirement, education, and specialized areas such as business-owner transition and sports and entertainment planning.

James Gibson is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes eight years at LPL Financial and two years at Bluerock Capital Markets, LLC. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with an emphasis on tailored, non-discretionary advisory services.

Malik Banks is a financial advisor at Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in various roles including at Dodge Construction, Wealth Domination University, and Tetratech. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm’s approach includes goal-based analyses and separate planning and managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds a Series 66 designation and has six years of industry experience. Prior to joining LPL Financial, he worked at HD Vest Investment Services and Advantax Investment Services Inc. Williams is also involved in tax preparation and accounting through Keith Richardson Consulting LLC, a business he has maintained since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Laura Batson is a CFP® with 16 years of experience in financial advising. She is currently with Robert Baird & Co., where she has worked since 2022. Her prior experience includes roles at William Bailey, Edwin Peacock, and Northwestern Mutual Wealth Management Company. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using both in-house and third-party managers, with a range of strategies from traditional to complex allocations.

Christopher Doyle is a Senior Financial Advisor with The Martinides Group at Merrill Lynch Wealth Management. He has over 12 years of experience in the financial industry. Christopher specializes in helping clients with areas including college education planning, employee benefits planning, executive compensation, retirement income, portfolio management services, and philanthropic planning. He works closely with a dedicated team to provide personalized financial strategies tailored to each client's unique goals and investment profiles. Christopher holds a Bachelor's Degree in Finance from the University of Connecticut School of Business. He has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His background includes experience with complex trading strategies and leadership roles within his firm. Outside of his professional work, Christopher enjoys participating in adventure sports such as surfing, skiing, and golfing. He is active in his community and contributes to organizations including the Children's Hospital of Philadelphia and Waves of Strength. Christopher resides in Philadelphia and maintains close ties to South Jersey, spending time with his family and nieces.

Lee Bowman is a financial advisor with Mass Mutual Investors Services in Charlotte, NC. He holds the Series 66 designation and has 19 years of industry experience, including his tenure at Mass Mutual Investors Services since 2007. Outside of his advisory role, Bowman owns Five Point Business Advisors, a coaching and goal-setting business focused on continuity and succession planning for companies. 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, emphasizing collaborative, goal-based strategies without discretionary investment management.

David Walsh is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 27 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 services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven, incorporates modern portfolio theory, and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Paul Edelstein is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he is also involved in a real estate rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocations.

Chelsea Blake is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining UBS in 2023, she worked at Stitch Fix and has been involved with Starz In Step Dance Academy. She also has experience with Campbell University and North Lincoln High School. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through its extensive platform and proprietary research, tailoring plans to clients’ goals and risk tolerances.

Johnathan Alkire is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial professionals focused on collaborating with families to provide meaningful financial planning. He emphasizes listening and understanding clients' needs first, offering a wide range of strategies to create value for them. Johnathan's professional experience spans over a decade in the financial services industry. He has held various roles at Fidelity Investments since 2012, progressing from Financial Representative to his current leadership position. Prior to that, he worked at John Hancock as an Internal Business Consultant and at Merrill Lynch as a Financial Solutions Advisor and Licensed Trader. Details about his education, credentials, personal interests, and community involvement were not provided.

Russell Mansfield is a CFP® professional with 38 years of industry experience, currently with RBC Capital Markets in Charlotte, NC. He has worked at RBC Capital Markets since 2009 and also serves at City National Bank since 2020. Mansfield is a member of the board of directors for the East Mecklenburg High School Alumni Foundation and the Counseling Center of Charlotte, and is involved with the Providence Baptist Church Endowment Fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Adam Ward is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Bank of America N.A. and Merrill since 2012. 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 constructed by internal teams and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Frances Worthington is a CFP®-certified financial advisor with 23 years of industry experience, currently working at Cetera in Charlotte, NC. She has held roles at several firms, including MassMutual Life Insurance Company and Park Avenue Securities. Worthington serves as president of the Society of Financial Services Professionals and is a board member of Women in Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of advisors.

Michael Anderson is a Series 66-licensed financial advisor with Morgan Stanley, based in Charlotte, NC, and has 21 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Anderson is the sole proprietor of Anderson Timber Farm LLC, an agricultural property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Casey Deck is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Koch Financial Services. His background includes roles outside finance at Crumbl Cookies and Buckhorn Springs Golf and Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

John Ryan Jr. is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and with 39 years of industry experience. He has worked with Ic Advisory Services Inc and The Investment Center Inc, each for 15 years, and has been associated with Ryan Hess Morais Financial Advisors, Inc. since 1998. Outside of his advisory role, he serves as a board member of the Tryon Garden Club and volunteers with the Downtown Advisory Board and the City of Hendersonville. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Bryan Midura is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with 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 services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a discretionary investment management option, with a broader range of financial products than typical institutional advisers.