Kevin Wilczek is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has been with UBS since 2026. Outside of his advisory role, he is involved with Bradshaw Social House. 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 and leverages proprietary research and model-based asset allocations to tailor client plans.

James Henry III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2017, bringing extensive experience in financial services dating back to 2000. James specializes in areas including wealth and investment management, cash flow planning, legacy planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Florida State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is a member of the Queen City Corvette Club and participates in community involvement with Princeton's Meow in Concord, NC. Outside of his professional life, James enjoys spending time with his family, boating, football, gardening, golfing, and traveling. He is also an enthusiast of Corvettes and classic cars, and participates in motorsports and Cars and Coffee events.

Shaun Rashley is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has worked with LPL Financial since 2010 and was previously with Uvest Financial Services Group, Inc. from 2008 to 2010. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Mcclure is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 14 years before joining LPL Financial in 2019. 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 and model portfolio programs, supported by extensive technology and a broad array of non-advisory financial products.

Gaylen Allen is a Financial Advisor with The Parker-Rook Group at Merrill Lynch Wealth Management. She assists individuals and families in developing coordinated financial strategies that integrate investments, retirement savings, cash flow, and long-term goals. Gaylen employs a planning-focused approach to help clients maintain a comprehensive view of their financial lives. She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Gaylen earned her Bachelor of Science in Business Administration, cum laude, from the University of North Carolina Wilmington Cameron School of Business, with concentrations in Marketing Strategy and International Business. She is involved in the Ellevate Network Charlotte Chapter, where she serves as President to support professional growth and networking opportunities for women. Outside of her professional work, Gaylen enjoys traveling, sewing and embroidery, trying new recipes, and spending time with family and friends.

Nicholas Stapleton is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Lima One Capital, Colby College, Apple Mountain Golf Club, Amarillo Bulls Hockey Club, Shanty Creek Resorts, and Culver Academies. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a wide range of capital markets and lending services.

Donovan Miller is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and has been a business owner of Donovan's Store since 2018. Prior to his advisory role, he was involved in various positions including at DMA Studios and the University of North Carolina at Charlotte. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting its advisors with research tools and multiple operational resources.

Christopher Gurganus is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations and bringing 22 years of industry experience. He previously worked at John Hancock for 15 years before joining OSAIC in 2018. Gurganus also conducts business under Capitol Financial Solutions and works as a broker recommending fixed insurance products as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party managers, and is notable for its scale, consolidation activity, and complex affiliate network.

Joseph Silva is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Silva served 16 years in the United States Marine Corps. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a broad network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

Robert Garret is a financial advisor with LPL Enterprise who holds the Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2016 to 2024. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated trust and insurance services.

Hui Zhu is a CFA® charterholder and holds a Series 66 license with six years of experience in the financial services industry. They are currently with LPL Financial and have previously worked at Commonwealth Financial Network, Quantis Wealth Management, and Oppenheimer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

Jessica Abrams is a CFP® professional with 11 years of experience in the financial services industry. She is currently with LPL Financial and has held prior roles at Pacific Crest Wealth Planning, Commonwealth Financial Network, and Facet Wealth, among others. Abrams also serves as a Personal Financial Councilor with Magellan Federal and is a Notary Public in Truckee, CA. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with support from advanced operational and research tools.

Kedishia Grant is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and seven years of industry experience. She has previously worked at UBS Financial Services, Wells Fargo Bank, and Charlotte Metro Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Parker Dowd is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2008. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Michelle Bradford is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has worked with Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019. Her prior experience includes roles at Merrill and consulting projects. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Justine Mc Carthy is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 designations and nine years of industry experience. Her prior roles include positions at Morgan Stanley, UBS Financial Services, and The Vanguard Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisors and various institutional platforms.

Edison Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has served as a relationship manager, focusing on evolving client experience standards and the goal identification process. Edison and his team provide clients with comprehensive wealth management strategies, combining Merrill Lynch’s investment insights and the banking services of Bank of America to address various aspects of their financial lives. Edison began his career in the financial services industry in 2014. His expertise covers a wide range of areas including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science in Business Administration from the University of North Carolina at Wilmington. Edison is bilingual in English and Spanish. Outside of his professional role, Edison and his wife Carly reside in the Charlotte area. He has interests in camping, football, golfing, hiking, music, running, soccer, traveling, and spending time with family. He is involved in community organizations such as the Charlotte Rescue Mission and the Humane Society of Charlotte.

John Nguyen is a CFP® professional with 27 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network, Clarendon Wealth Management, and Ameriprise. Outside of his advisory role, he co-owns Jack Books, LLC, an entity focused on authoring and publishing books. 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 and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by technology and a large network of investment adviser representatives.

Edward Jordan is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and offering 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a licensed agent for individual life and health insurance and owns Jordan Wealth Management LLC, which is used for managing business income and expenses. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as estate settlement and divorce planning.

Ashlyn Aaron is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at New York Life Insurance Company and has held various roles including positions at North Carolina State University and Lake Hickory Country Club. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.