Neville Fearing is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has been with MassMutual and its affiliated entities since 2014. Outside of his primary role, he is involved with R.P.C.G, LLC, providing financial planning and advising services for retirement plan clients and retail customers, and he also owns KANDN Holding LLC, where he researches and invests in real estate and closely held businesses. 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 offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations without investment discretion as part of the planning engagement.

Brandon Kyle is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2023, following roles at J.P. Morgan Chase Bank NA and other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Todd Haines is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 19 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 plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Danna Demos is a Series 66 credentialed advisor with Merrill, based in Charlotte, NC, and has 10 years of industry experience. She has been with Merrill since 2010. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jonathan Tully is a Series 66-credentialed financial advisor with LPL Financial in Fort Mill, SC, bringing six years of industry experience. He has been with LPL Financial since 2017 and previously worked at Conbraco Industries. 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 offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Linda Abbott is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Stifel Nicolaus & Co Inc, and The Vanguard Group, Inc. Abbott is based in Charlotte, NC. 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. The firm uses proprietary research and model-based asset allocations to tailor financial plans, operating as a broker-dealer, investment adviser, and futures commission merchant.

Cameron Church is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has previously worked with Securian Financial Services and North Star Resource Group. Outside of his advisory role, he is involved in fitness as a part-time employee at a CrossFit facility and owns a tax planning business. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a large network of independent financial professionals. The firm offers multiple investment platforms and proprietary strategies, with an emphasis on tailored portfolio management and documented advisor business relationships.

Thomas Ketzer is a Series 66 licensed advisor with Merrill in Charlotte, NC, holding three years of industry experience. He has held multiple roles within Merrill and Bank of America, and teaches EMT classes part-time at South Piedmont Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Christopher Shivel is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2002. He has been assisting clients with the development, implementation, and maintenance of their financial plans through various market conditions. Christopher works with clients using the one-on-one Private Client Group model to guide them toward their unique financial goals. He began his career at Fidelity Investments as a Combined Sales Representative from 1998 to 1999 before advancing to his current role. Over his tenure, Christopher has gained extensive experience in financial consulting and client relationship management. Outside of his professional work, Christopher enjoys boating, fitness, hiking, kayaking, soccer, and traveling.

Ryan Ramadan is a financial advisor at Edward Jones with 14 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co. Inc. from 2021 to 2024, and at TIAA-CREF from 2015 to 2021. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Leanne Schwarzmann is a Planning Consultant at Fidelity Investments, where she advocates for clients to ensure they have an exceptional experience at the investor center. She partners with clients to create financial plans that may include elements of flexibility, protection, and growth based on individual needs and goals. She has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Senior Relationship Manager, and currently Planning Consultant since 2021. Her professional experience centers on building client relationships and providing tailored financial planning solutions. Outside of her professional role, Leanne enjoys activities such as spending time at the beach, cooking and baking, family activities, watching movies, listening to music, and caring for pets.

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 at Merrill Lynch Wealth Management. He specializes in client focus areas including 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 has professional designations as a Certified Trust and Fiduciary Advisor (CTFA) and Personal Investment Advisor (PIA). He works with clients to develop customized financial plans aimed at providing a worry-free retirement. Outside of his professional responsibilities, David is involved with the Make-A-Wish organization. He enjoys personal interests such as biking, boating, cooking, fishing, golfing, hiking, music, photography, skiing, and traveling.

Daniel Brienza is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been employed since 1994. He leads The Brienza Wealth Management Group alongside his brother, John. Their team serves clients with financial advisory needs spanning multiple generations, focusing on family wealth management strategies, legacy planning, tax minimization, and retirement income. Daniel holds a Bachelor's degree in Economics and Psychology from Wake Forest University. He is a CERTIFIED FINANCIAL PLANNER® certificant, holds the Chartered Retirement Planning Counselor™ designation, as well as credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These qualifications enable him to offer tailored financial management services to his clients. Residing in Charlotte, North Carolina, Daniel is actively involved in his community. He serves on the Board of Visitors at the Z. Smith Reynolds Library at Wake Forest University and supports organizations such as The Arts Empowerment Project and Wake Forest Catholic Campus Ministry. Daniel lives in the Myers Park area with his wife, Lisa, and their three children.

Brendan Bean is a financial advisor at UBS Financial Services in Charlotte, NC, with two years of industry experience. He holds the Series 66 and Series 63 designations and has prior experience at Brighthouse Financial, Consolidated Electrical Distributors, and Northwestern Mutual. Before entering the financial industry, he was a full-time student athlete and master's student-athlete. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include 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 plans to clients’ goals and risk tolerances.

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, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked at 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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. Sheena serves as an adjunct professor at Central Piedmont Community College and is a board member of the Education Over Debt Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to offer both discretionary and non-discretionary management.

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 financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is involved in practice management consulting through Oliver & Associates Consulting Inc. and is a partner in Catalyst Controls LLC. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet certain asset thresholds, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver these services, primarily for clients holding assets in Ameriprise-managed accounts.