Carrington Coulter is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Outside of his advisory role, he participates in a committee at Christ Episcopal Church managing memorial funds for church projects. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutional investors, and pension plans. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and extensive affiliated research.

Dominique Vercaemert is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Vercaemert is also president and CEO of VALTA, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing access to both proprietary and third-party investment strategies across multiple platform arrangements.

Chris Soucheck is a financial advisor with LPL Financial in Fort Mill, SC. He holds the Series 63 and Series 66 licenses and has 24 years of industry experience, including 16 years with LPL Financial. 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, wrap and model portfolio programs, access to third-party asset management, and institutional platforms, utilizing various strategies across discretionary and non-discretionary accounts.

Jon Gandy is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Wells Fargo Advisors for 19 years before joining UBS in 2024. He holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to proprietary research and institutional trading capabilities.

Connor Willis is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and in various roles outside finance, including at Benchmark Physical Therapy and the University of North Carolina. Charles Schwab serves a broad range of mostly high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and custody services.

Rebecca Worlds is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked at Morgan Stanley for eight years before joining Raymond James in 2024. She is also employed as a client service associate at Cygnus Asset Management. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, utilizing risk profiling and analytical tools to support client goals.

Jeff Leichman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity for over two decades, contributing to various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Service Trader. His extensive experience within the company reflects his commitment to exceptional client service and personalized financial guidance. Throughout his career at Fidelity, Jeff has focused on partnering with clients to develop financial plans aimed at achieving their financial goals. His expertise encompasses diverse investment choices and tailored advisory services. Jeff's long tenure at Fidelity demonstrates his dedication to the firm's principles and client-centered approach.

Megan Bright is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation. Prior to joining Merrill, she worked in various roles at East Carolina University and Harris Teeter. Outside of her advisory role, she continues to work part-time as a cashier at Harris Teeter. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ryan Schachtner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes roles at OneAmerica Securities and American United Life from 2015 to 2020. Outside of advisory work, he serves as CEO of Caroline Asset Management, an independent insurance agency, and 1Market Street, LLC, a book sales and speaking business. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals using various platform arrangements and proprietary as well as third-party model strategies.

Jason Driver is a financial advisor with Ameriprise in Tega Cay, SC, holding a Series 66 designation and 12 years of industry experience. He previously worked at LPL Financial for seven years and has served at Family Trust Federal Credit Union for over a decade. He is a board member of the Eagle Club in Rock Hill, SC. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

William Winget is a financial advisor at LPL Financial with 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley DW Inc. He holds Series 63 and Series 65 designations. In addition to his advisory work, he is involved with Cardinal Legacy Wealth Advisors in an employee model brand capacity. 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 financial planning and asset management services and supports advisors with research and operational tools, managing over $819 billion in discretionary assets.

Andrew Harper is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Comprehensive Asset Management and Servicing, Inc., EISNER AMPER WEALTH MANAGEMENT Corporate Benefits, and CFS Investment Advisory Services, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Annin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to help simplify and manage their financial lives by delivering a comprehensive approach to managing wealth. His approach begins with listening to each client's needs and ensuring every strategy is grounded in an understanding of their personal goals. William utilizes the investment insights of Merrill and the banking convenience of Bank of America to address various aspects of clients' financial lives. His areas of expertise include college education planning, executive compensation, investment consulting for defined contribution plans, portfolio management services, and retirement income. William holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from the University of North Carolina System. William is involved in his community through participation in the Fort Mill Rotary Club. In his personal time, he enjoys biking, golfing, and swimming.

Keith Nowokunski is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 21 years of industry experience, all with Edward Jones since 2005. He serves as President of the Charlotte Economics Club, collaborating with past presidents to represent the club to the community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Serena Henry is a financial advisor at Morgan Stanley in Charlotte, NC, with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers its services with a broad array of investment and planning resources.

Brayden Kurtz is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, he held roles at George Washington University and worked in customer service positions at a dog grooming salon and a carwash. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Reade Stallings is a Planning Consultant at Fidelity Investments. In this role, he collaborates closely with Financial Consultants and Wealth Planners to deliver financial planning experiences tailored to client goals. He utilizes planning tools and concepts to identify opportunities and help clients make informed decisions aligned with their long-term financial vision. Prior to his current position, Reade held roles including Workplace Planning Consultant I and II at Fidelity Investments from 2023 through 2024. These positions contributed to his expertise in workplace financial planning and client engagement. Outside of his professional duties, Reade enjoys biking, boating, golf, movies, snowboarding, and surfing.

Josephine Hoberman is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles within JPMorgan entities since 2023. Outside of her advisory work, she serves on the board of Beach Chair Properties L.L.C., assisting with home maintenance projects. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Aaron Kauffman is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in physical therapy at Architech Sports and Physical Therapy and Elite Physical Therapy. He maintains a physical therapy license but is not currently practicing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Erika Fournier is a financial advisor at RBC Capital Markets with seven years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Merrimack County Savings Bank. Outside of finance, she has experience in the retail sector, having worked at Orange Leaf Frozen Yogurt. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, employing both in-house and third-party investment managers to tailor strategies based on each client's risk profile.