David Bickler is a financial advisor with LPL Enterprise in Charlotte, NC, holding a ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, with prior roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by in-house research, third-party strategists, and TAMP sponsors, and it offers access to financial planning, third-party asset managers, and affiliated insurance and trust services.

Katherine Murphy is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 18 years of industry experience. Her prior roles include positions at RSM US Wealth Management, PNC Investments, Merrill, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with recommendations incorporating ESG criteria and support from affiliated implementation and portfolio service entities.

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 licenses and bringing 32 years of industry experience. He has worked at City National Bank, Wells Fargo Clearing, and UBS Financial Services. McClure serves on the board of directors of First Tee of Greater Charlotte, a local charity. RBC Wealth Management, a division of RBC Capital Markets, serves individual, institutional, and corporate clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

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.”

Nathan Peterson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior work includes roles at Cygnus Asset Management, LLC and Wells Fargo Advisors Financial Network LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and institutional services.

Joshua Williams is a financial advisor with LPL Financial based in Charlotte, NC. He holds the Series 66 designation and has six years of industry experience. He has been with LPL Financial since 2019 and also operates Keith Richardson Consulting LLC, a tax preparation and accounting business. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 financial advisor with Merrill, holding a Series 66 designation and over 20 years of experience. He has been associated with Merrill since 2005 and has worked at Bank of America, N.A. since 2011. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, by offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment approach includes multiple program strategies and manager-constructed offerings, supported by oversight from its CIO and platform team, with integration across Bank of America affiliates.

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 at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides 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.

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 39 years of experience, currently serving at RBC Capital Markets in Charlotte, NC. His career includes prior roles at City National Bank, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves on the boards of the East Mecklenburg High School Alumni Foundation and the Counseling Center of Charlotte, and he is involved with the Providence Baptist Church Endowment Fund. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies that incorporate both in-house and third-party managers.

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.