Centario Grier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and NYLIFE Securities, among other firms. Grier is a 50% owner of J&G Legacy Financial Group LLC, which operates for Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Tywon Pelzer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. In addition to his advisory role, he is the owner and operator of Quality Command Pressure Washing and serves as a transportation officer in the Army National Guard. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and team servicing model.

Jamahal Singh is a CFP® and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial industry. He has worked at Fidelity Investments since 2022 and previously held roles at SeCU Life Insurance Company and State Employees' Credit Union. Outside of his advisory work, he is involved in managing a rental property. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Barry Ozer is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 credential and has previously worked at FSC Securities Corp and Morgan Stanley. Outside of his advisory role, Ozer serves as a board member for the 3T Foundation, a charity focused on educational enrichment and development for underserved youth in Charlotte, NC, and is a managing partner of Magnolia Capital Partners, an investment and financial planning LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of advisory and brokerage services using model-based asset allocation and portfolio optimization, supported by discretionary and third-party managed strategies.

Holly Giacobone is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 31 years of industry experience. She has worked at Merrill Lynch since 1994. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and capital market assumptions.

Harry Greyard is a CFP®-certified financial advisor at LPL Financial with 32 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles including teaching with the Financial Planning Association of Charlotte and involvement with Myrtle Street Pier Association Inc. He has been affiliated with Queens University and Avondale Presbyterian Church in non-investment capacities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment programs supported by proprietary research and technology, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Colin Noone is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. Prior to joining UBS in 2021, he held roles at several companies including Autobell, SoccerRealz, DoorDash, FedEx, and Footlocker. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Tess Morris is a financial advisor at Ameriprise with eight years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2011. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Patrick Barnett is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has prior experience at VOYA Financial Advisors, Cetera Wealth Services, and Equitable Advisors. Barnett also has involvement in a business entity related to investment services. 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 portfolio management options, utilizing various strategies and advisor support tools.

Ann Troiano is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials with 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Outside of her financial advisory role, she is involved in a pet-sitting business operated from her home, which she runs in partnership with her adult children. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and investment strategies supported by advanced modeling tools.

Terry Freeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and was previously with LPL Financial from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes options for discretionary management as an ERISA fiduciary, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Bradley Richardson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc in Charlotte, NC. He has been with Stifel since 2014. Outside of his advisory role, he serves as Chairman of the Charlotte Regional Transportation Planning Organization. Stifel provides brokerage and investment advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Tammy Gilley is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing annual advice.

John Moravek is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial. He previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his financial advisory work, Moravek coaches fifth-grade basketball at St. Matthew Catholic School in Charlotte, NC. 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 portfolios, and institutional platforms, with a focus on integrating advanced tools for operational support.

John Matheny is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked for 10 years, and has a background that includes positions at Wells Fargo Bank NA, Ameriprise, and other firms. Based in Charlotte, NC, his credentials also include Series 63 and Series 66 licenses. 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 brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Rachel Davis is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. Her prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Movement Financial Group. Outside of her advisory role, she is an insurance broker with Simplicity Group. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Chad Winchester is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His career includes various roles within Wells Fargo entities since 2017 and a position at National Planning Corporation in 2016. Outside of his advisory work, he owns a self-storage business in Waxhaw, NC. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles to support its investment solutions.

Isabella Casey is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at Salisbury University in both the Perdue School of Business and the President's Office, as well as a position at The City of Salisbury Mayor's Office. She also has a background in education and community service through work at local schools and a country club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Burthey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Securities LLC, HB Wealth Management, LLC, and held roles at Duke University Fuqua School of Business. Outside of finance, she had involvement with Ride Cycle Studio and Sweatlab LLC. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.