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 at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2009, previously working at Citigroup Global Markets. Tinsley is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a range of advisory programs, 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 at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Wells Fargo, and SunTrust prior to her current role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary 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 licenses and with 26 years of industry experience. She previously worked at Triad Advisors, Inc. for nine years and North American Company for Life & Health for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Zackary Venus is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Enhancing Capital, Ambassador Advisors Equity Res, and legacy financial firms, as well as positions outside finance such as driving for DoorDash. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm offers both non-discretionary and discretionary investment options with multi-asset model portfolios and a centralized operational structure.

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 previously worked for Lincoln Financial Securities Corporation for 15 years. She is also involved with Wilson Financial Group LLC and WealthPlan Financial Group as part of her professional activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

Collin Brantmeyer is a financial advisor at Edward Jones with 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, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Maxwell Mc Arthur is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at The Vanguard Group, PNC Bank, and Audi Northlake, among others. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Fletcher Dameron is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 credential and bringing two years of industry experience. Prior to joining Merrill, he worked at Wells Fargo and has held roles in various industries including energy and hospitality. Outside of his advisory role, Fletcher volunteers with Crawfish for a Cause, a nonprofit organization supporting mental health through annual fundraising events. 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 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 financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he worked in real estate and appraisal services for over eight years. He is also involved in mortgage and real estate services through Lake and Village Realty. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions. The firm offers financial planning, advisory services, and brokerage products, leveraging an integrated platform that combines adviser programs with active sales of financial and insurance products.

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.

Jason Garcia is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at several organizations, including Dominion Energy and the Nautical Boat Club, prior to joining Fidelity. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a broad client base, including retail and institutional investors. Its investment approach combines proprietary research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs.

Lucas Decker is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at LPL Financial and was previously with Edward Jones for 10 years. Decker is based in Charlotte, NC. LPL Financial is an 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 brokerage services supported by model portfolios, third-party subadvisors, and proprietary research.

Matthew Trencheny is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 license and four years of industry experience. Prior to joining UBS in 2022, he worked at Joseph Gunnar & Co. LLC and held various roles related to education and recreation at High Point University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor solutions aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.