Cameron Elliott is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client solutions.

John Childress is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been with LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he is involved with United Event Services as a security guard and operates an online retail store called Collector's Nexus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Myles Allingham is a CFP® and ChFC® with 12 years of industry experience. He currently works at LPL Financial and previously held roles at Northwestern Mutual and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to both discretionary and non-discretionary management and a variety of model portfolios and research.

Matthew Kern is a financial advisor at Raymond James Financial with 36 years of industry experience. He previously worked for MassMutual Investors Services and MassMutual Life Insurance Co for over three decades. In addition to his advisory role, Kern is the founder and treasurer of About Our Father's Business, a nonprofit organization, and serves as a co-trustee of a family revocable trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal advising and SIMPLE IRA employer consulting.

Bryce Miller is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is an agent for individual and group life 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 provides financial planning, asset management, and educational seminars, employing technology such as Monte Carlo simulations to deliver detailed recommendations in ongoing client relationships.

Jon Bass is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Jon competes professionally as a video gamer in tournaments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Siamak Vazeen is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2023, following nine years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Ryan Titus is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Randstad. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, featuring tailored financial planning supported by firm-approved tools and modeling techniques.

Angela Evans is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2005 and Bank of America since 2021. 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.

Daniel Humphrey Jr. is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., PNC Investments, and Prudential Insurance Company of America. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Aaron Roman is a financial advisor with LPL Financial in Waxhaw, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Metlife Investors Distribution Company, Equitable Advisors, and Osaic Institutions. Outside of his advisory work, he serves as head coach for a youth soccer team with the Wesley Chapel Weddington Athletic Association. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mitchell Gravelle is a CFP® with 29 years of industry experience, currently advising at Wells Fargo Advisors in Charlotte, NC. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, contributing over a decade of service within the Wells Fargo network. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options, including retirement, education, and niche services, with tailored recommendations supported by Wells Fargo research and planning tools.

Stephen Kerekes is a financial advisor at Thrivent Investment Management in Charlotte, NC, holding Series 63 and Series 66 credentials with 38 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and account management services separate.

Elizabeth Scott is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she assists her son with trading and money movement requests under a power of attorney arrangement. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ronald Fry is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Adhesion Wealth Advisor Solutions and Sherman & Company. 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, with access to model portfolios, research, and multiple management approaches.

Carlisle Moore III is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Moore and Moore CPA and Clarke Moore Financial Associates, LLC, and currently serves as Finance Chair for Oakland Ave Presbyterian Church and as a board member of Westminster Towers retirement living community. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a range of portfolio management and financial planning services.

Robert Lassek is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2014. 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, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Wogan is a financial advisor with Thrivent Investment Management in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with Thrivent since 2019 and has prior experience with organizations including Alliance of American Football and Empire Distributors of NC. Outside of his advisory role, he serves on the board of a real estate company, coaches kickers and punters in multiple states, and is vice president of a nonprofit that supports disabled veterans through outdoor activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive financial planning without discretionary portfolio management. The firm’s approach emphasizes holistic, goal-based analyses and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

Pamela Voncannon is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2008. 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.

Joel Burns is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing close to thirty years of experience in the financial advisory industry. Since joining Merrill Lynch in 2004, he has focused on developing personalized strategies and solutions tailored to individuals, families, and businesses, helping clients pursue their short- and long-term financial goals. His areas of expertise include college education planning, corporate benefits, divorce transition planning, employee benefits planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Joel holds a Bachelor’s Degree from the University of North Carolina System and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is based in the Ballantyne office and values the longstanding relationships he has developed both professionally and personally. Joel participates actively in his community through volunteer work and enjoys music, spending time with his family, and watching movies. He lives in the Plaza Midwood area of Charlotte, NC, with his family.