Casey Hamilton is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, Casey’s background includes work in landscaping and the food service industry, alongside four years dedicated to full-time education. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management, research-driven portfolio strategies, and a diverse platform of investment and capital markets offerings.

David Krumdieck is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He specializes in providing financial planning and wealth management services that focus on delivering a worry-free retirement for his clients. His areas of client focus include education planning, family wealth management strategies, international wealth management, legacy planning, managing new wealth, portfolio management services, sports and entertainment, tax minimization, and retirement income. David holds a Bachelor's Degree from Auburn University and holds the Certified Trust and Fiduciary Advisor (CTFA) and Personal Investment Advisor (PIA) designations. His expertise involves creating tailored financial strategies that address various aspects of his clients' financial lives to ensure alignment and clarity. Outside of his professional role, David is involved in community activities including supporting the Make-A-Wish organization. His personal interests include biking, boating, cooking, fishing, golfing, hiking, music, photography, skiing, and traveling.

Brendan Bean is a financial advisor at UBS Financial Services with two years of industry experience. He previously worked at Brighthouse Financial, Consolidated Electrical Distributors, and Northwestern Mutual. He was also a full-time student-athlete during and prior to his financial services career. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing model-based asset allocations and proprietary research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services to provide a broad suite of financial solutions.

George Menham is a financial advisor at UBS Financial Services with a Series 66 designation. He has held positions at UBS since 2025 and previously worked at Bankers Life and Urban Stack. His background includes four years at the University of Tennessee, Knoxville, and earlier roles in education at Notre Dame High School and Our Lady of Perpetual Help Middle School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients' goals and risk tolerances.

Ryan Cosola is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sheena Hogue is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her prior roles include positions at JP Morgan Securities, JP Morgan Chase Bank, and Valic Financial Advisors. She serves as an adjunct professor at Central Piedmont Community College and is a board member of the Education Over Debt Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of more than 22,800 advisors managing over $819 billion in discretionary assets.

Kathleen O'Kane is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and American Stock Transfer & Trust Co LLC. Outside of her advisory work, she teaches a second-grade Sunday School class at Hickory Grove Baptist Church in Charlotte, NC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on generating dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

April Oliver is a Series 66-credentialed financial advisor with 24 years of industry experience, currently with Ameriprise in Charlotte, NC. She has been with Ameriprise since 2005, serving in various capacities over 18 years. Outside of her advisory role, she is involved in consulting and practice management through Oliver & Associates Consulting Inc. and holds a partnership interest in Catalyst Controls LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing tax-aware withdrawal advice for clients nearing or in retirement.

Daniel Edwards is a financial advisor with Charles Schwab based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2024, he worked at Equitable Advisors from 2022 to 2024 and served in the United States Marine Corps between 2019 and 2021. Charles Schwab serves a large client base of 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 alongside centralized custody and order-routing arrangements.

Kimberly Nelson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management services, employing various investment strategies and technology tools to support its advisors.

Brian Battle is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as president and chairman of Brian Battle, Inc., a consulting firm. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written income recommendations, supporting clients with a wide range of advisory, brokerage, and insurance solutions.

Janine Bennis is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. She has been associated with LPL Financial since 2024 and is also involved in America's OB/GYN Board Review Course, where she has worked since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and institutional platforms.

Doug Clements is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates with a team of specialists to create personalized wealth strategies tailored to the growth, preservation, and transfer of clients' wealth. He partners with families to ensure their financial plans meet their unique needs. Doug has a long tenure at Fidelity Investments, holding various positions since 1997, including Vice President, Wealth Management Advisor since 2016, and Vice President, Financial Consultant from 2011 to 2016. Prior to that, he worked as an Account Executive, Financial Representative, Customer Service Representative, and in Premium Services and Brokerage Trading and Service roles. Before joining Fidelity, he was a Registered Representative at WMA Securities from 1996 to 1997. Outside of work, Doug is an avid and committed fan of his children's sporting activities.

Jacob Broome is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Capital Finance for six years and Unified Examiners for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer All is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2011. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michelle Anderson is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009, also working at Bank of America since 2011. Outside of her advisory role, she serves as a trustee for Speedway Children's Charities. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Repak Jr. is a CFP® professional at LPL Financial with 27 years of industry experience. His prior roles include positions at Sagepoint Financial, OSAIC, and Aegis Capital. He is also an author through Repak Enterprises, a non-investment related business he operates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by advanced research and operational tools.

Adam Russell is a financial advisor at Merrill with 20 years of industry experience. He has held positions at Merrill since 2009 and Bank of America N.A. since 2008. He holds Series 63 and Series 66 designations. 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 and profit-sharing plans, corporations, and charitable organizations.

Riva Covington is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She has held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. over her career. Covington holds a Series 63 designation and is based in Charlotte, NC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

William B Lovett III is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.