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.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, he worked at Relational Wealth Management and has held various roles including teaching at the Darla Moore School of Business. Outside of his advisory work, he is involved in buying and selling merchandise through online marketplaces such as eBay and Facebook. Equitable Advisors serves a broad range of clients from individuals to institutional entities, providing financial planning, retirement plan consulting, and asset-management programs through its network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs, focusing on personalized risk assessment and client matching to investment models.

Charles Jones is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 17 years within the Wells Fargo organization prior to his current role. Jones also owns Mecklenburg Wealth Management LLC, through which he dedicates substantial time as part of his professional activities. Wells Fargo Advisors 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 and uses proprietary research, tools, and models to develop tailored recommendations for clients.

Bruno Grenci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and having 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and its affiliated entities from 2006 to 2024. Outside of his advisory role, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Brian Reed Jr. is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work history including positions at Howard University and Amazon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations to tailor investment plans.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

David J. Cichan is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Southpark Office in Charlotte, North Carolina. He has been a financial advisor since 1991, including 15 years at Smith Barney where he served as Senior Vice President – Investments and Senior Portfolio Manager, before joining Merrill Lynch in July 2007. David focuses on working closely with clients to establish their financial goals and develop, implement, and regularly track strategies aimed at achieving those goals. David holds a Bachelor of Science degree in Business Administration with a concentration in Management from Bloomsburg University, earned in 1980. Before entering wealth management, he spent 11 years in the Human Resources field and operated his own consulting firm for five years. He is a Personal Investment Advisor (PIA) by professional designation. Originally from Pennsylvania, David is married to his wife Lisa and they have two children, Alex and Christian. His personal interests include golfing, music, and yoga.

Daniel Gray is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009. 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.

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.