Candice Hendry is a Series 66 licensed financial advisor with Edward Jones in Rock Hill, SC, where she has worked since 2013. She has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Edward Wiederspiel is a financial advisor at UBS Financial Services in Charlotte, NC, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Carl Edwards Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, previously working with Lincoln Financial Securities and Calton & Associates, Inc., among other firms. Outside of his advisory role, he serves as Secretary for the Under the Fig Tree Foundation, Inc. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers discretionary and non-discretionary management, access to unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Graham Burke is a financial advisor with LPL Financial in Charlotte, NC, holding the CFP® designation and Series 66 license, with five years of industry experience. He has worked at several firms including OSAIC and The Prudential Insurance Company of America. Burke is also a wealth manager at Steward Wealth Strategies, an S Corporation where he manages client relationships and financial plans. 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, supported by technology tools for operational and research purposes.

Andrew Wheeler is a financial advisor with LPL Financial based in Fort Mill, SC, holding the CFP® designation and Series 63 and 65 licenses. He has 24 years of industry experience, including prior roles at Commonwealth Financial Network and Strong Capital Management Inc. Outside of his advisory work, he is involved in private investment entities and real estate holdings. 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.

Lesley Ferguson is a Series 66-licensed financial advisor with UBS Financial Services in Charlotte, NC, and has 31 years of industry experience. She has worked at UBS since 1990. Outside of her advisory role, she serves as a check signer for a business owned by her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a range of fee-based financial planning and portfolio management solutions.

Owen Flanagan is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Commonwealth Financial Network and MFS Fund Distributors, Inc. He is based in Fort Mill, South Carolina. 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 access, and institutional platforms.

Thomas Cavanaugh II is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Outside of his advisory role, he is a partner in a restaurant business, Brewburgers, and served as treasurer for the George C. Marshall 45th Reunion Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Elizabeth Cothren is a CFP® professional with seven years of industry experience, currently associated with Wells Fargo Clearing in Charlotte, NC. Her work history includes multiple tenures at Wells Fargo Clearing as well as a period at Truist Investment Services and prior experience at Privia Health. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

William Johnston is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Ameriprise in 2024, he worked at Edward Jones for 11 years. He is also involved with River Hills Consulting Services LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered in partnership with its financial advisors.

Austin Booker is a financial advisor with Charles Schwab holding a Series 66 designation. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to his current role, he held positions in construction staffing, insurance, education, and hospitality. Charles Schwab & Co., Inc. serves a large client base, mainly 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 and discretionary investment management options supported by a multi-asset investment approach and centralized operational infrastructure.

Caroline Moore is a Financial Advisor with Merrill Lynch Wealth Management. She joined the L/A Wealth Management Group in August 2025 and has been working in the financial industry since 2021. She previously served as a Senior Financial Advisor on a team at Wells Fargo Advisors. Caroline's expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. She holds a Bachelor of Science in Finance from North Carolina State University and maintains Series 7 and 66 FINRA Registrations, as well as the Personal Investment Advisor (PIA) designation. Committed to building trusting relationships, Caroline focuses on understanding what matters most to her clients to develop strategies aligned with their financial goals. Outside of her professional work, she enjoys biking, football, hiking, pickleball, reading, soccer, spending time with her family, and watching movies.

Laragh Foyle is a financial advisor at Ameriprise with two years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked in various roles including at Gigi's Southern Table and Texas Roadhouse. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a centralized service team that provides written recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Lana Hillis is a financial advisor at Merrill with 31 years of industry experience. She has held Series 63, 65, and 66 credentials and has been with Merrill since 2005. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Montgomery is a CFP®-certified financial advisor with 20 years of industry experience. He has been with LPL Financial since 2014 and previously worked at BB&T Investment Services, Uvest Financial Services Group, Synergy Investment Group, and Grove Point Investments. Montgomery is based in Fort Mill, SC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor tools and extensive non-advisory financial activities.

Alec Johnsen is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 65 and Series 66 designations and 12 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Nicholas Medlin is a financial advisor at Merrill with 17 years at the firm and five years of industry experience. He holds a Series 66 designation. 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, and various institutional investors.

Robert Lareau is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. His prior roles include ten years at Cambridge Investment Research Advisors, Inc. and three years with Mass Mutual Investors Services. Robert has also been associated with Main Street Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to various financial planning solutions, third-party asset management, and institutional platforms while supporting its advisors with technology and a broad array of non-advisory financial services.

Christian Montero is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including E*TRADE Capital Management, Bank of America, Merrill, and TD Ameritrade. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Kevin Moran is a financial advisor at UBS Financial Services with 28 years of industry experience, including 26 years at UBS. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moran serves on the board of directors for Jane's Fund, a nonprofit organization that supports children with cancer and their families. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a range of solutions including financial planning, portfolio management, and access to proprietary research and capital markets services.