Mark Maldonado Jr. is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020. Outside of finance, he has experience working in the restaurant industry with Bistro on the Falls and Crop Bistro. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers capabilities including derivative and commodities strategies.

Jada Hood is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes four years at Hampton University and previous roles in secondary education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, mutual fund distribution, and capital markets services supported by proprietary research and model-based asset allocations.

Gregory Jorgensen is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at City National Bank and RBC Capital Markets. He serves on the Board of Directors for Coastal Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

John Granzow is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wachovia Securities. Outside of his advisory work, he holds ownership interests in several investment-related LLCs. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools and analyses.

Connor Larson is a Planning Consultant at Fidelity Investments, where he works to understand clients' overall financial situations, goals, and concerns. He prepares clients for the planning process and facilitates their transition to financial consultants. Connor has been with Fidelity Investments since 2023, previously serving as a Relationship Manager and Financial Representative. His roles have provided him with experience in client relationship management and financial representation. Connor's work focuses on supporting clients through various stages of financial planning. Outside of his professional responsibilities, he is interested in comedy, fitness, reading, volunteering, and writing.

Robert Matricardi Jr. is a CFP® and ChFC® with 27 years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2023, and previously held roles at LPL Financial, Financial Resources Group, and Equitable Advisors. Outside of financial advising, he owns a private chef business and volunteers with a dog rescue organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships using firm-approved software and offers specialized planning services including divorce and estate-settlement planning.

Hannah Thomas is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at UBS Financial Services and has previously held roles at Wells Fargo Clearing, Equitable Advisors, and Axa Advisors. Outside of her advisory work, she is involved in educating customers and selling fine wine at Petit Philippe Fine Wine in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of capital markets and fiduciary solutions.

Richard Bean is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior experience includes seven years at UBS Financial Services and two years at Ameriprise Financial Advisors Inc. He is based in Charlotte, NC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Marion Nobles is a financial advisor at Fidelity with eight years of industry experience. They hold Series 63 and Series 66 credentials and have worked at firms including MML Investors Services, Mass Mutual Life Insurance, and Wells Fargo Clearing Services. Prior to their advisory roles, Nobles was employed by the University of Connecticut and its Veteran Affairs and Military Programs. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates proprietary research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation strategies.

Juan Sandoval is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS Financial Services Inc. since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client plans.

Robert Adams Jr. is a CFP® professional with 42 years of industry experience, currently affiliated with Mass Mutual Investors Services in Charlotte, NC. His prior experience includes roles at MetLife Securities Inc. and Mass Mutual Life Insurance Co. In addition to his advisory work, he serves as an executor handling the disposition of an estate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and estate-settlement services.

Richard Gallos Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior employment includes eight years at Merrill. He is the 100% owner of Bradford Five LLC, a shell company based in New York. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Andrew Sbardella is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses and three years of industry experience. He serves as a referee for high school and middle school soccer with the NCHSAA and coaches for the Bethel Vikings Wrestling Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives and third-party asset managers.

Charles Inglefield IV is a CFP® professional with 28 years of experience in the financial services industry. He has been with LPL Financial since 2006 and previously worked at Raymond James Financial Services. Inglefield is also the sole owner of Holy Cow Publications, LLC, under which he self-published the book "Holy Cow, You're Retiring." 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Wilczek is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and has been with UBS since 2026. Outside of his advisory role, he is involved with Bradshaw Social House. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

James Henry III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 2017, bringing extensive experience in financial services dating back to 2000. James specializes in areas including wealth and investment management, cash flow planning, legacy planning, education planning, family wealth management strategies, investment consulting for defined contribution plans, liquidity management, personal retirement planning, philanthropic planning, tax minimization, and retirement income. He holds a Bachelor's Degree in Finance from Florida State University and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). James is a member of the Queen City Corvette Club and participates in community involvement with Princeton's Meow in Concord, NC. Outside of his professional life, James enjoys spending time with his family, boating, football, gardening, golfing, and traveling. He is also an enthusiast of Corvettes and classic cars, and participates in motorsports and Cars and Coffee events.

Mary Ware is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, she worked for seven years at Wells Fargo Clearing. She is based in Charlotte, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining scale with diverse financial activities alongside its advisory services.

Robert Lenderink is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a prior role at Merrill from 2004 to 2006. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved planning tools but generally does not provide individual security recommendations as part of standalone plans.

Gaylen Allen is a Financial Advisor with The Parker-Rook Group at Merrill Lynch Wealth Management. She assists individuals and families in developing coordinated financial strategies that integrate investments, retirement savings, cash flow, and long-term goals. Gaylen employs a planning-focused approach to help clients maintain a comprehensive view of their financial lives. She holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Gaylen earned her Bachelor of Science in Business Administration, cum laude, from the University of North Carolina Wilmington Cameron School of Business, with concentrations in Marketing Strategy and International Business. She is involved in the Ellevate Network Charlotte Chapter, where she serves as President to support professional growth and networking opportunities for women. Outside of her professional work, Gaylen enjoys traveling, sewing and embroidery, trying new recipes, and spending time with family and friends.

Nicholas Stapleton is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Lima One Capital, Colby College, Apple Mountain Golf Club, Amarillo Bulls Hockey Club, Shanty Creek Resorts, and Culver Academies. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a wide range of capital markets and lending services.