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® professional with 11 years of industry experience, currently advising at LPL Financial since 2025. Before joining LPL, he worked for Edward Jones for 10 years. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

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.

Christopher Sweesy Jr. is a financial advisor with LPL Enterprise in Charlotte, NC, holding the CFP® designation and Series 63 and 65 licenses, with six years of industry experience. He has worked previously at UBS Financial Services Inc. and The Vanguard Group, Inc. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated financial products and services.

Marvin Rosario is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019 and previously held roles with Primerica Advisors and Primerica Financial Services. Outside of his advisory work, Marvin holds a 25% ownership in a business related to applied behavior analysis. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs more than 14,000 advisors, utilizing research and analytics to guide investment decisions.

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 Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC, and has one year of industry experience. His background includes multiple roles at LPL Financial and academic positions at Wofford College and Louisiana Tech University over the past several years. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of advisors.

Barbara Ducham is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 certifications and having 22 years of industry experience. Her career includes multiple roles within Raymond James and Liberty Bank affiliations dating back to 2013. She also serves as a court-appointed conservator as a personal representative. 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 with a broad range of advisory and consulting services, emphasizing tailored financial planning and offering municipal advisory services alongside investment management.

Stephen Poulton is a Series 66 licensed financial advisor with Equitable Advisors in Charlotte, NC, and has 16 years of industry experience. He has been with Equitable Advisors since 2010, including its predecessor Axa Advisors. Outside of his advisory role, he serves as an executor of his parent’s estate. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients. The firm uses a range of investment programs, including third-party advisory models and proprietary options, to tailor solutions based on client risk tolerance and needs.

Michael Lenahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at SunTrust Advisory Services and SUNTRUST INVESTMENT SERVICES, Inc. Outside of his advisory work, he is employed part-time as a caddie at Pinehurst Resort. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Alexis Thomas is a financial advisor with Merrill in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to Merrill, Alexis worked at Bank of America, Vanguard Marketing Corporation, The Vanguard Group, and Sound View Wealth Advisors. Outside of finance, Alexis has experience working with The Landings Golf and Athletic Club. 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 developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing 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 at LPL Financial with Series 66 credentials and four years of industry experience. He previously worked for Wells Fargo Clearing for 13 years before joining LPL Financial in 2023. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, supporting advisors with advanced research and operational tools.

Greegory Reyes is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials with seven years of industry experience. His prior roles include positions at Goldman Sachs & Co., The Vanguard Group, and earlier tenure with Morgan Stanley. Reyes has also worked in country clubs and the hospitality sector prior to his financial services career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market projections.

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 with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and with 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she owns and operates several businesses including a bookstore, a notary service, and a non-emergency medical transportation company, and she also works as a personal shopper. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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.