Daniel Edwards is a financial advisor with Charles Schwab based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2024, he worked at Equitable Advisors from 2022 to 2024 and served in the United States Marine Corps between 2019 and 2021. Charles Schwab serves a large client base of 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 discretionary separately managed accounts and offers multi-asset model portfolios alongside centralized custody and order-routing arrangements.

Kimberly Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with LPL Financial since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party subadvisors, and various technology-driven investment solutions.

Brian Battle is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he serves as president and chairman of Brian Battle, Inc., a consulting firm. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written income recommendations, supporting clients with a wide range of advisory, brokerage, and insurance solutions.

Janine Bennis is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, she worked with Mission Health & Home and is involved with America's OB/GYN Board Review Course. She serves in an educational capacity outside the investment industry through the OB/GYN Board Review Course. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

Doug Clements is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he collaborates with a team of specialists to create personalized wealth strategies tailored to the growth, preservation, and transfer of clients' wealth. He partners with families to ensure their financial plans meet their unique needs. Doug has a long tenure at Fidelity Investments, holding various positions since 1997, including Vice President, Wealth Management Advisor since 2016, and Vice President, Financial Consultant from 2011 to 2016. Prior to that, he worked as an Account Executive, Financial Representative, Customer Service Representative, and in Premium Services and Brokerage Trading and Service roles. Before joining Fidelity, he was a Registered Representative at WMA Securities from 1996 to 1997. Outside of work, Doug is an avid and committed fan of his children's sporting activities.

Jacob Broome is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Wells Fargo Capital Finance for six years and Unified Examiners for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jennifer All is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Michelle Anderson is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a trustee for Speedway Children's Charities in Concord, North Carolina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated with Bank of America’s broader platform, providing access to a wider set of financial products and services.

Stephen Repak Jr. is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at OSAIC and SagePoint Financial, Inc. Repak is also an author through Repak Enterprises, a non-investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm provides various advisory programs, financial planning, and retirement plan consulting, supported by research, model portfolios, and both discretionary and non-discretionary management options.

Adam Russell is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill since 2009 and has also been associated with Bank of America N.A. since 2008. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with a broad corporate platform that includes lending, custody, and principal trading services.

William B Lovett III is a financial advisor at UBS Financial Services with 24 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 66 designations. 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, providing a broad range of capital markets and advisory solutions.

Rodney Lineberry is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a focus on public finance and municipal work alongside its retail advisory services.

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Gwynne Richards Pfeifer is a Series 66 licensed financial advisor with Morgan Stanley in Charlotte, NC, possessing 21 years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets since 2004. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning services.

Allen Maupin is a Series 66 licensed financial advisor with Edward Jones, based in Lake Park, North Carolina. He has 10 years of industry experience, all with Edward Jones since 2016. Maupin is also a general partner in Kickapoo Farms, a real estate venture in Texas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Olivia Romesburg is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2022 and previously held roles at Wells Fargo for three years. Before entering the financial sector, she had positions in the restaurant industry and attended the University of North Carolina at Charlotte. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of investment strategies including model-based and discretionary approaches. The firm serves a diverse client base, including individuals, high-net-worth clients, and institutional fiduciaries.

Blake Knoefel is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Cambridge Investment Research Advisors and has also worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, Knoefel serves as a coach and player for a church softball team. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a broad range of clients, including individuals, pension plans, and charitable organizations. The firm offers a variety of investment solutions through independent Financial Professionals, including proprietary model strategies and access to third-party managers, with implementation across multiple platform arrangements.

James Lilley II is a financial advisor with Morgan Stanley, holding a Series 66 credential and 13 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client goals.

Chris Evans is currently the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he works closely with clients to develop comprehensive financial plans tailored to their unique goals, focusing on building deep relationships to understand their family's objectives and needs. Prior to joining Fidelity Investments, Chris served as a Senior Financial Advisor at Vanguard Group from 2017 to 2024. His professional experience centers on wealth planning and financial advisory services. Outside of his professional responsibilities, Chris has an interest in gardening.

James Larsen is a CFP® professional with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Larsen also serves as a Senior Wealth Advisor in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.