Glenda Mcconneghey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and bringing 39 years of industry experience. She has been with Merrill since 2016 and has concurrent work experience at CarMax Inc since 2012. 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.

Peter Vandyk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Century Securities Associates, and Stifel Nicolaus. 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 databases.

Parker Joe Robinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 credentials. His prior roles include positions at UBS, Goldman Sachs, and Guggenheim Securities, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

John Mcauley III is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 15 years with Sterling Capital Management LLC and Sterling Capital Distributors, Inc., where he served as Head of Intermediary Distribution and Marketing and Managing Director. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Clayton Scholand is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on a committee at Mallard Creek Presbyterian Church that reviews financial statements and advises on spending. 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 strategies to clients.

Brooke Stephens is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including City National Bank and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that incorporate both in-house and third-party managers, offering a range of advisory and portfolio management programs.

Brant Hinckley is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2007. He is also a life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning using firm-approved analytical tools and delivers recommendations through ongoing annual engagements.

Christopher Knox is a financial advisor at Osaic Wealth with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Securities America Advisors and Advisor Group, Inc. In addition to his advisory role, Knox works as a wholesaler of fixed annuity insurance with Highland Capital Brokerage, recruiting financial professionals and advising on retirement plan implementation. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct and manage customized portfolios.

Benjamin Mcclelland is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and The Vanguard Group. UBS Financial Services 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 asset allocation models to tailor investment plans to clients' goals.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Advisors. Outside of his advisory role, he is involved in part-time bartending and has operated a local restaurant, Bad Bean Baja Grill, for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to various brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Brian Wood is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 65 credential with 22 years of industry experience. His prior work includes 12 years at Virginia Asset Management LLC and multiple roles within Wells Fargo entities since 2016. 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 across more than 14,000 advisors and offers brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Joy Kenefick is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Kenefick serves on the board of the Greater Charlotte Cultural Trust. 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 products and bank deposit sweep options among its investment offerings.

James Ball is a financial advisor at OSAIC in Charlotte, NC, with 24 years of industry experience. He holds the Series 66 designation and has held roles at firms including Woodbury Financial Services, PaxMentis Advisors, and Capital Guardian Wealth Management. Ball also serves as Executive Vice President and Compliance Director at GCG Wealth Management, where he manages compliance and operations. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Linda Reeves is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2020, following 23 years at TIAA. Reeves is a director of the Annie T. Doe Memorial Foundation, a charitable organization focused on education, health services, and women’s empowerment in Liberia, West Africa, and she serves on the Women’s Impact Initiative Network committee of the Association of African American Financial Advisors. Merrill 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, and institutions.

Justin Litzenberger is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized financial planning and wealth management services focused on helping clients achieve their prioritized financial goals. Justin utilizes the global resources of Merrill to center clients in the wealth management process through a goals-based financial approach. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations, reflecting his expertise in retirement planning and investment advisory. Justin earned a Bachelor's Degree from Clemson University.

Colleen Mc Cauley is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Her previous work includes roles at Jones Lang LaSalle, Feedonomics, and Amazon, as well as academic experience at Texas A&M University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Vendal is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has prior experience at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he previously worked at Thirsty Fellow Pizzeria and Pub. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including custody, underwriting, and capital markets functions.

Stephen Burgess is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing investment advice to individuals, families, and businesses by gaining a comprehensive understanding of their short- and long-term financial objectives. With 35 years of experience in the financial services industry, Stephen joined Merrill Lynch Wealth Management in 2008. Prior to this, he practiced as a Certified Public Accountant (CPA) for eight years. He holds a bachelor's degree in Accounting from Florida State University and has earned the Personal Investment Advisor (PIA) designation.

Douglas Rivlin is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Charlotte and a partner in The Rivlin Firestone Group. He has been in the financial services industry since 1995, providing guidance to companies, individuals, C-level executives, successful entrepreneurs, and business owners. Douglas creates wealth management plans and financial strategies to align with clients' goals and objectives. His areas of expertise include wealth preservation, investment equity and fixed income portfolio selection, retirement income strategies, concentrated stock strategies, charitable giving, business succession strategies, college planning, estate maximization strategies, long-term care, and life insurance. He also participates in Merrill's Alternative Investment program and has access to mortgage lending through Bank of America. Douglas holds the Certified Plan Fiduciary Advisor (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) credentials, along with life and health insurance, long-term care, Medicare licenses, and Nationwide Mortgage License. He earned a Bachelor of Science degree in Business Administration from West Virginia University. Douglas has volunteered and donated time to various charitable organizations, including Receptions for Research (R4R), Morrison YMCA, and the Isabella Santos Foundation. He previously served as a board member for the Morrison YMCA in Charlotte. In his personal time, Douglas enjoys traveling and supporting his children's sports activities, which include basketball, cross country, and golf. He lives in the Ballantyne community with his wife Ellen and their four children.