Casey Deck is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has worked previously at Koch Financial Services. His background includes roles outside finance at Crumbl Cookies and Buckhorn Springs Golf and Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

John Ryan Jr. is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Ic Advisory Services Inc and The Investment Center Inc and has operated Ryan Hess Morais Financial Advisors, Inc. since 1998. He serves on the board of the Tryon Garden Club and is active in local governance and nonprofit activities in Hendersonville, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional solutions supported by technology tools and a broad network of over 22,800 advisors.

Bryan Midura is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes two years at Prudential Equity Group, LLC. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Meghann Coyle is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments since 2020, progressing from Financial Representative to Planning Consultant before her current role. Prior to joining Fidelity, Meghann worked as a Financial Advisor at Equitable Advisors in 2020. In her current role, Meghann focuses on tailoring financial plans to help clients build lasting stability by understanding their unique needs and goals. She collaborates with clients to implement strategies that align with their priorities and is dedicated to educating and guiding them toward smart financial decisions. Meghann holds an Arkansas Insurance License. Outside of her professional work, she has interests in fitness, golf, playing musical instruments, snowboarding, traveling, and volunteering.

Jeffrey Gaskin is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2010. Gaskin serves as Vice Chairperson on the Investment Committee of Monarch LLC, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment models to support tailored financial plans.

Wesley Munn is a Financial Consultant currently working with Fidelity Investments since 2026. He has held various roles within Fidelity Investments, including Planning Consultant from 2025 to 2026, Investment Consultant from 2024 to 2025, and Financial Representative from 2023 to 2024. Prior to his tenure at Fidelity, Wesley served as a Financial Solutions Advisor at Merrill Lynch from 2022 to 2023 and began as a Financial Solutions Advisor Intern at Merrill Lynch in 2021. In his role as a Financial Consultant, Wesley collaborates with clients to develop financial plans that align with their individual goals and aspirations. He focuses on providing resources and personalized support to assist clients in preparing for future life events. Outside of his professional work, Wesley has interests in baseball, boating, fishing, football, and golf.

Robert Tinsley is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009, including 11 years with Morgan Stanley Private Bank, National Association, and spent nine years at Citigroup Global Markets prior to that. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services centered on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Edward Rowell is a CFP® certificant with 37 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, Summit Financial Group Inc, and Summit Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.

Kristina Pyle is a financial advisor with Merrill in Matthews, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her work history includes roles at Bank of America, Wells Fargo, and SunTrust Advisory Services. 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.

Dorothy Yandle is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and 26 years of industry experience. Her prior roles include positions at Triad Advisors, Avantax Advisory Services, North American Co for Life & Health, and Veravest Investment Advisors. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zackary Venus is a CFP® and Series 66-registered financial advisor with Charles Schwab, based in Charlotte, NC, and has two years of industry experience. His work history includes roles at Charles Schwab Bank, Ambassador Advisors Equity Res, and Enhancing Capital. Outside of finance, he has worked as a DoorDash driver. 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 mix of non-discretionary and discretionary investment solutions, combining broad client coverage with centralized supervisory and operational capabilities.

Lesley Wilson is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. Wilson is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as an agent. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Collin Brantmeyer is a financial advisor with Edward Jones in Matthews, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Motley Fool, Camp Digital, Public News Service, and VNYL. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Maxwell Mc Arthur is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake. 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, supporting advisors with research and operational tools.

Fletcher Dameron is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked at Wells Fargo and has held various roles outside finance, including positions at Appalachian Ski Mountain, Hound Ears Golf Course, Duke Energy, Appalachian State University, and Windyrush Country Club. He volunteers with Crawfish for a Cause, a nonprofit that raises funds and awareness for mental health through annual events. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Oviatt is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Morgan Stanley Smith Barney, and several other firms. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Bracht is a Series 66-licensed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL, he worked in real estate and appraisal services for over a decade, including roles at Lake and Village Realty and Puma & Associates Realty. He is also involved in mortgage and insurance services related to his previous real estate activities. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, and various institutional clients. The firm employs a model-driven investment approach and offers financial planning, third-party asset manager access, and a wrap program while also facilitating insurance product sales through affiliated entities.

Nicholas Stikeleather is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Stikeleather & Associates in 2019 after graduating from Appalachian State University with a bachelor's degree in Finance and Banking. Nicholas is one of two Financial Advisors on the team and serves as a single point of contact for his clients across planning, investments, banking, lending, and insurance. Nicholas holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. A native of Charlotte, Nicholas enjoys camping, cooking, football, photography, spending time with his family, and watching movies. He is an avid sports fan, particularly of the Carolina Panthers and the Appalachian State University Mountaineers.

Allison Dunn is a financial advisor at Morgan Stanley with eight years of industry experience. She previously worked at UBS Financial Services for nine years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of her advisory role, Dunn is involved in property management and customer service activities related to short-term vacation rentals. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning solutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory process.

Ellen Rankin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and 66 licenses with 21 years of industry experience. She has been with UBS since 2012. Rankin is involved in nonprofit leadership, serving on the boards of multiple community organizations including the Women's Impact Fund and YWCA Central Carolinas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans based on client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets products and advisory solutions.