Larry Cabrera is a CFP® with 23 years of experience in the financial services industry. He has worked at Morgan Stanley since 2019, including Morgan Stanley Private Bank, and previously held roles at Wells Fargo Clearing, FIFTH THIRD SECURITIES, Uvest Financial Services Group, and Ameriprise. He is affiliated with Morgan Stanley Wealth Management, which serves both individual and institutional clients by offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools to model financial outcomes.

Marc La Vigne is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Cambridge since 2010 and previously with Gunnallen Financial, Synergy Investment Group, and Legg Mason Wood Walker. Outside of advising, he is also involved in independent insurance agencies representing various insurance companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Frank Abel IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes seven years at Commonwealth Financial Network and over two decades at The Ferrucci Company. He has a fixed insurance sales business located in Essex, Connecticut. 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 financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2018, she worked with Foresters Advisory Services and Foresters Financial Services from 2016 to 2018. Outside of her advisory role, she is an independent nail stylist. 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 services including financial planning, model portfolios, and institutional platforms, supporting advisors with research and technology tools, and overseeing over $819 billion in discretionary assets.

Lauren Fevrier is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients develop personalized comprehensive financial plans by simplifying complex financial concepts and utilizing Fidelity's technology. Lauren has been with Fidelity Investments since 2020, initially serving as a Financial Consultant before her current role. Prior to joining Fidelity, she worked as a Financial Advisor at UBS Financial from 2015 to 2020. Outside of her professional career, Lauren has interests in art, family activities, food, social events, music, and traveling.

Bobby Carroll is a financial advisor at LPL Enterprise with 24 years of industry experience. He holds a Series 66 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. He is based in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, and TAMP sponsors.

Adam Casper is a CFP® professional with 11 years of industry experience, currently associated with LPL Financial. His prior work includes roles at Commonwealth Financial Network and Edward Jones. He is also a co-owner of Weller Group LLC, a private entity engaged in securities, advisory, and insurance business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Hill is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in education and business, including four years at Hobart and William Smith Colleges and Whits Frozen Custard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and offers diverse investment strategies alongside various financial products and institutional platforms.

Mathias Rick is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and Series 63 license, and has 44 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously with Metlife Securities. Outside of his advisory work, he serves as Treasurer on the board for the Charlotte St. Patrick’s Day Parade Committee, helping coordinate parade logistics and financial duties. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including educational seminars and event-driven planning such as divorce and estate settlement.

Bryan Recca is a CFP® professional with five years of industry experience currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group and Mosaic Pediatric Therapy. 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 wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technological tools and a broad network of over 22,800 advisors.

Matthew Pawlowski is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Pawlowski is also the owner of WC Advisor Services LLC, an administrative services firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

James Smith is a financial advisor with LPL Financial holding a Series 65 license and less than one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Conestoga Wealth Partners, and California Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Philip Burke is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, utilizing research and analytics to support portfolio construction and retirement planning.

Christopher Murray is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group, Mutual Securities Inc, Private Wealth Advisors, LLC, and Principal Financial Services. Murray is also the owner of Sierra Pacific Wealth Advisory Group, Inc., a private RIA facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing various strategies and resources across its extensive network of advisors.

Charlotte Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience with JPMorgan Chase Bank, JP Morgan, and the United States Army. Outside of her advisory role, she is a general partner in Burnett Properties Group, LLC, providing oversight for rental properties. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Julie Jones is a financial advisor with Morgan Stanley in Charlotte, NC, holding the CFA® designation along with Series 63, 65, and 66 licenses. She has seven years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Jones currently works within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment outlooks as part of its financial planning process.

Karin Conroy is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2023, she worked at Merrill from 2018 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Henderson Dawson Jr. is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His career includes 12 years at Bank of America and Merrill before joining Morgan Stanley in 2025. Outside of his advisory work, he is a sole proprietor of a rental property. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services.

Sarah Marshall is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Dtcc and Raymond James. 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, model portfolio programs, and institutional platforms, supporting advisory strategies through both proprietary and third-party resources.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Realty Benefit Services as a sales associate. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charities, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advisory models implemented via third-party providers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.