Christopher Sweesy Jr. is a CFP® professional with six years of industry experience, currently advising at LPL Enterprise in Charlotte, NC. His prior roles include positions at UBS Financial Services and The Vanguard Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through its integrated platform.

Marvin Rosario is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019. Outside of his advisory role, he has a 25% ownership interest in an applied behavior analysis business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jason M. Beckert is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, where he serves as a Portfolio Manager in the Merrill Investment Advisory Program. He joined Merrill Lynch in 1996 and provides discretionary management of personalized and defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. His expertise encompasses portfolio design and management, retirement planning and income strategies, commercial and residential lending through Bank of America, estate reviews and trust services coordination, design and management of corporate retirement plans, as well as faith-based investing. Jason holds professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason earned a Bachelor of Arts with Honors in Economics from the University of North Carolina at Chapel Hill in 1990. Prior to joining Merrill, he was a Manager with Andersen Consulting (now Accenture), where he supported Fortune 500 clients with management consulting services. He is involved in the St. Ann Catholic Church and volunteers with the St. Vincent de Paul Society. His personal interests include chess, hiking, and spending time with his family.

Patrick Stanton is a financial advisor at LPL Financial with a Series 65 designation. He has been with LPL Financial since 2025 and has previously held academic positions at Wofford College and Louisiana Tech University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and brokerage solutions supported by a broad network of investment adviser representatives.

Stephen Poulton is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent period at Axa Advisors, LLC. Outside of his advisory role, he serves as an executor of his parent's estate. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, providing both advisory and brokerage/insurance services tailored through a detailed client intake process.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL in 2016, he worked at SunTrust Advisory Services and SunTrust Investment Services, Inc., where he spent a combined total of 11 years. Outside of his advisory role, Lenahan works as a caddie at Pinehurst Resort. 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, providing both discretionary and non-discretionary management supported by research and model portfolios.

Alexis Thomas is a financial advisor at Merrill with two years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Sound View Wealth Advisors. Outside of finance, she has experience at The Landings Golf and Athletic Club and in education roles at Georgia Southern University and local schools. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Haley Hill is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds the Series 66 designation and has been with UBS since 2011. The firm serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of mutual funds and alternative products. UBS integrates institutional trading capabilities with wealth management, providing extensive research and capital markets services.

Matthew Doherty is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and four years of industry experience. He worked at Wells Fargo Clearing for 13 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios.

Greegory Reyes is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Goldman Sachs and The Vanguard Group, alongside multiple positions within Morgan Stanley since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs a structured planning process that incorporates firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Gabe Gregory is a financial advisor with Edward Jones in Indian Land, South Carolina, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices, and operates under a fiduciary standard.

Stephanie Johnson Craig is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory work, she owns several small businesses including a bookstore and a non-emergency medical transportation company, and she is a licensed notary public. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Luiggino Galletto Jr. is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He holds Series 63 and Series 66 designations and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. In addition to his advisory role, he is involved with R.P.C.G, LLC, where he provides financial planning and advising for retirement plan clients and retail clients. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning using firm-approved analytical tools.

Olivia Makemson is a financial advisor at UBS Financial Services with Series 66 credentials and recent entry into the industry. Prior to joining UBS in 2025, she held roles at the University of North Carolina at Chapel Hill, Bucknell University, and Providence Day School. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining model-based asset allocation and proprietary research to tailor financial plans. The firm operates both wealth management and institutional trading functions, offering a broad array of capital markets services.

Robert Young is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Anderson is a Financial Advisor with Merrill Lynch Wealth Management, serving clients since 2017. He previously worked as a Financial Solution Advisor for Merrill Edge- Self Directed. William is a Chartered Financial Analyst (CFA) charterholder, holds the Chartered Retirement Planning Counselor (CRPC) designation, and is FINRA registered. He earned his bachelor's degree from Gettysburg College. William's expertise encompasses a range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and sports and entertainment. He provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners, emphasizing strong client relationships and customized advice. Outside of his professional responsibilities, William is involved in community organizations such as the Boys and Girls Club of America and the Y Readers Giving Challenge. He is also a member of the Carolinas Golf Association. In his personal time, he enjoys golfing, fishing, staying fit, watching sports, and spending time with his family and friends.

Jada Hood is a financial advisor at UBS Financial Services with Series 66 credentials and no prior industry experience. Before joining UBS in 2025, she worked in educational roles at Hampton University, Hopewell High School, and Carter G Woodson Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor its advice to client goals and risk tolerances.

Gregory Jorgensen is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He serves on the Board of Directors for Coastal Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

John Granzow is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Morgan Stanley in 2025. Outside of his advisory role, he has ownership interests in several investment-related entities based in Charlotte. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support tailored financial plans, offering a comprehensive range of retail and institutional investment solutions.

Connor Larson is a Planning Consultant at Fidelity Investments, where he works to understand clients' overall financial situations, goals, and concerns. He prepares clients for the planning process and facilitates their transition to financial consultants. Connor has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative. His roles have provided him with experience in client relationship management and financial representation. Connor's work focuses on supporting clients through various stages of financial planning. Outside of his professional responsibilities, he is interested in comedy, fitness, reading, volunteering, and writing.