Donald Hartsoe is a financial advisor at Edward Jones in Belmont, North Carolina, with 26 years of experience at the firm and credentials including Series 63 and Series 66. He is also an elder at Clover Presbyterian Church in Clover, South Carolina. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and affiliated financial services.

Erick Szczap is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Donochod is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. He has worked at Wells Fargo Bank NA since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party databases to evaluate investment options and offers both brokerage and advisory solutions.

Cameron Yusko is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023, following prior roles at Royal Alliance Associates and Sii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mark Lucas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering non-discretionary investment recommendations supported by a centralized due-diligence framework.

Michael Reddish is a CFP® and Series 63-registered financial advisor with Merrill in Charlotte, NC. He has 11 years of industry experience, all with Merrill since 2015. Merrill, together with 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.

Matthew Knight is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as an at-large board member for the Forest Hills Swim Club in Lancaster County. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management options and investment platforms, managing over $256 billion in assets.

Barry Gilrane is a financial advisor with LPL Enterprise, holding Series 63, Series 65, and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, LPL Financial LLC, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Barry is based in Charlotte, NC. 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 model wealth portfolios through both advisory and brokerage channels. The firm’s integrated platform combines adviser programs with sales of various financial products, including insurance, and collaborates with third-party portfolio managers and trust custodians.

Sandi Mc Carter is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2022. She has three years of industry experience, including roles at Procar and as a self-employed professional. Mc Carter serves as a board member for both the Stowe Point Homeowners Association and the Rotary Club of Gastonia. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers comprehensive advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Brandon Roy is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various other firms. He has also worked briefly in the hospitality and retail sectors. Charles Schwab & Co., Inc. serves 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 affiliated discretionary SMAs, using multi-asset model portfolios and a centralized operational structure.

Donald Presson is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera Wealth Services since 2013. In addition to his advisory role, he serves on the Endowment/Planned Giving Committee at Sharon Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that operates a multi-manager platform, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients nationwide. The firm supports a broad range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Aleyda Maylone is a financial advisor at UBS Financial Services with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for fourteen years before joining UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a broad range of products and research-driven strategies.

Paola Rivera Llorens is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Her background includes roles at Bank of America and Banco Popular de Puerto Rico, as well as time spent in training and education. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Matthew Ludwick is a CFA® charterholder with six years of industry experience. He is currently an advisor at Edward Jones and has previously worked at Hancock Whitney Bank/Cetera Investment Advisers LLC, LPL Financial, The Vanguard Group, and held roles at the University of North Carolina at Charlotte and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wen Zhang is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, Wen worked for Pingan Life Insurance Co. of China, Ltd from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach 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.

Thomas Freisen is a CFP® credentialed financial advisor with seven years of industry experience, currently practicing at LPL Financial in Charlotte, NC. His prior experience includes roles at Wells Fargo Clearing Services, RHI General Group, and Triton Financial Planning Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from both internal and third-party sources.

Ryan Leaf is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. 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.

Christopher Overby is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at NYLIFE Securities LLC and New York Life, following a decade-long career at T-Mobile. 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 employs over 14,000 financial advisors, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tiffany Rozek is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary market research and model-based asset allocations with a broad platform of capital markets and wealth management services.

William Windley is a Series 66-licensed financial advisor with Merrill in Charlotte, NC, with 13 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he serves as a board member on the finance committee for the Warlick Family YMCA in Gastonia, NC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.