Tiffany Gill is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022, with prior experience at Wells Fargo Bank and Fairway Mortgage. 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.

Christopher Lecroy is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lecroy is also a co-owner of Upstate SC Flyers LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alexander Nolan is a CFP® professional with seven years of experience, currently serving at Mass Mutual Investors Services since 2018. His prior experience includes roles at Omnistar Financial Group and MassMutual Life Insurance Co. Outside of his advisory work, he is a partner and CFO of Blue Ridge Acquisition Group, LLC, a real estate business. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and supports various specialized planning programs.

Jeremy Russell II is a Financial Advisor with Merrill Lynch Wealth Management based in Charlotte. He works with individuals, families, business owners, and athletes to organize and direct their financial lives by developing clear, coordinated strategies tailored to their goals. Jeremy focuses on areas such as tailored financial planning, tax-efficient investment strategies, alternative investment analysis, estate and legacy planning, and small business retirement plans and banking solutions. Before joining Merrill Lynch, Jeremy competed at high levels of soccer, including representing U.S. Youth National Teams, playing for the Seattle Sounders Academy, Clemson University, and professionally. He holds a Bachelor's degree from Clemson University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community and professional organizations, including serving as Head Coach for Charlotte Soccer Academy, participating in Clemson Men's Soccer from 2018 to 2021, and involvement with Midlakes United USL2 and YoungLife. Jeremy aims to help clients gain clarity and confidence through an organized strategy and a commitment to pursuing their goals. Outside of his professional work, his personal interests include cooking, music, pickleball, reading, and soccer.

David Huseby II is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Householder Group from 2019 to 2023 and was employed by Firestone Complete Auto Care from 2016 to 2019. 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, supported by LPL Research and third-party subadvisors.

Matt Domaszewicz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional plans.

Justin Haynes Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Uvest Financial Services Group, Inc. since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Quinn Semling is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and five years of industry experience. Prior to joining LPL Financial in 2018, Quinn worked for three years at Pearlz Oyster Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Jerome Bennett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Waddell & Reed, Inc. He is based in Charlotte, NC. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

William Oliver is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in automotive research and race car purchasing through ownership interests in related LLCs. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Securities Corporation. Gibbs also has involvement with non-variable insurance activities through Prudential. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Patrick Barry is a CFP® with one year of experience at Wells Fargo Clearing. He has worked in the financial industry since 2015, including roles at Boston Private and Powell Financial Inc. He is based in Charlotte, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Richard Wood is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 vehicles and bank deposit sweep options among its investment offerings.

Matthew Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2009. He co-leads a family-office-style approach serving a selective group of clients, including venture capitalists, private equity executives, medical specialists, entrepreneurs, and business owners in Charlotte and across the United States. Matt emphasizes tax minimization and estate planning strategies, collaborating closely with clients' CPAs and attorneys to ensure financial decisions align with family needs. Matt holds a Bachelor's degree in Finance from Virginia Polytechnic Institute & State University and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Over his 15-year career, he has guided clients through significant market events while focusing on managing investment risk and tax consequences. His approach involves crafting tailored strategies that reflect clients' distinctive needs and values, particularly in areas such as equity compensation, liquidity management, socially responsible investing, and managing new wealth. Originally from Pittsburgh, Matt has lived in Charlotte for over 15 years. He is active in the Virginia Tech Alumni Association's Charlotte Chapter and supports United Way. In his personal time, he enjoys spending time with his wife and two sons, participating in activities such as golf and skiing.

Edwin Parra is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services LLC and other firms. 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, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Charles Taylor is a Financial Advisor at Merrill Lynch Wealth Management in Uptown Charlotte. He works with professionals, business owners, retirees, and families to create personalized wealth strategies that focus on what matters most to his clients. His approach emphasizes trust, education, and building long-term relationships. Charles began his career with J.P. Morgan Chase after graduating from High Point University's Phillips School of Business. He joined Merrill Lynch in 2022 and specializes in wealth accumulation, retirement planning, investment management, and long-term financial goals. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA), and holds FINRA Series 7, 63, and 66 registrations. Outside of his professional work, Charles enjoys running, playing golf, traveling, and supporting the Panthers and Hornets.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He previously worked at PNC Wealth Management and PNC Investments. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.