Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Relational Wealth Management and has experience in various roles including sales and online marketplaces. Outside of financial advising, he is involved in buying and selling merchandise on platforms like eBay and Facebook. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

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.

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.