Jacob Broome is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Capital Finance for six years and Unified Examiners for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer All is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2011. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Anderson is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009, also working at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Speedway Children's Charities. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adam Russell is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and Bank of America N.A. since 2008. He holds Series 63 and Series 66 designations. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William B Lovett III is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Rodney Lineberry is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Gwynne Richards Pfeifer is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, she was with Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by proprietary tools and market outlooks.

Olivia Romesburg is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, she worked at Wells Fargo for three years and has experience in the restaurant industry. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Blake Knoefel is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of his advisory work, he is involved as a coach and player for a church softball team. Cambridge Investment Research Advisors serves a wide range of clients, including individuals of varying wealth levels, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides tailored investment strategies via multiple platforms and includes both proprietary models and access to unaffiliated strategists.

James Lilley II is a financial advisor with Morgan Stanley, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client goals.

Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

James Larsen is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Larsen also serves as a Senior Wealth Advisor in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.

Bradly Collins is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Life Insurance Company and New York Life Insurance Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

Robert Mauldin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previous experience at Ameriprise and several companies outside the financial sector, including United Rentals and Halliburton Energy Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.

Zachary Cummings is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2019, as well as prior roles at Aon Consulting and Prudential Financial. Cummings also worked with the Gettysburg College Athletic Department for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Kerner is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has worked at Baird and its related entities since 2020. Outside of his advisory role, he also works as a delivery driver for Instacart. Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and other advisory services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Ross Kirwan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 66 licenses. His prior roles include positions at PGIM Investments, Prudential Investment Management Services, and MBSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Rashead Harper is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank Securities Inc. and Wells Fargo in various capacities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor solutions aligned with clients’ goals and risk tolerances.

Isaac Rankin is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation with four years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Wells Fargo Clearing from 2022 to 2026 and spent ten years at Christ School. Outside of his advisory work, he is an author of poetry. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized services for business owners, sports and entertainment professionals, and special-needs clients.