Grady Howard is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he serves as a director for the Charlotte Kiwanis Club, a charitable organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and tailored investment strategies.

Keith Loughlin is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. He previously worked at Wachovia Securities, Inc. in 2002. Loughlin serves as a trustee for his sister's investment trust. 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 the Wells Fargo Investment Institute.

Madeline Hamel is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with one year of industry experience. She previously worked at McGriff Insurance and has a background that includes roles in education and at Anne Springs Close Greenway. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor client plans while offering institutional trading capabilities alongside wealth management.

Peter Essele is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He previously worked for Commonwealth Financial Network for 22 years before joining LPL Financial in 2026. Outside of advising, he owns PS Crokinole, a business that markets and sells custom crokinole game boards. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Damon Martin is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes positions at Mass Mutual Investors Services and Winthrop University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Poor is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He worked at Merrill from 2003 to 2022 before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Grant Lincoln is a Financial Advisor at Merrill Lynch Wealth Management, serving clients in the Charlotte market. He specializes in helping individuals and business owners build and preserve their wealth through personalized financial planning strategies. His expertise includes college education planning, corporate benefits, corporate executive services, divorce transition planning, equity compensation services, legacy planning, tax minimization, and retirement income. Grant adopts a straightforward approach, focusing on understanding clients' goals and unique situations to develop tailored financial plans without relying on jargon or one-size-fits-all solutions. Grant holds a Bachelor's Degree from Appalachian State University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests in basketball, football, and golfing.

Keith Kerber is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Robert W. Baird and involvement with The Reserve at Lake Keowee, The Walker Course, and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Joshua Ervasti is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at multiple firms including Commonwealth Financial Network, Eagle Strategies, and New York Life. Outside his advisory role, he is involved in business consulting through Ervasti Financial, LLC. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products.

Wesley Winrow is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has been associated with Primerica Advisors since 2017 in various roles and is also involved with Tech USA LLC. Outside of advisory work, he engages in the sale of loan products and home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies created by unaffiliated asset managers and supports trade execution through established custodians, focusing primarily on individual investors rather than institutional or pension clients.

Candace Gary is a CFP® and holds a Series 66 designation with 27 years of industry experience. She is currently affiliated with LPL Financial and is the owner of Provident Wealth Planning, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior roles include positions at Ameriprise Financial Services and Commonwealth Financial Network. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,900 advisors.

Kevin Arquette is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 23 years of industry experience. His career includes roles at Wealthpoint Financial Planning, Commonwealth Financial Network, and BB&T Investment Services, among others. He also engages in fixed insurance sales as part of his business activities. 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 wide range of advisory and brokerage services, utilizing a combination of model portfolios, third-party subadvisors, and customized strategies.

Christopher Barton is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Allstate Insurance Company, and Bank of America. Outside the financial industry, he is an owner and partner of All Set Ventures LLC, a business involved in wholesale and brokerage of boats, powersports, and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing a range of financial planning and portfolio management services supported by proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Blaine Shira is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior work includes positions at Commonwealth Financial Network, Concurrent Advisors, Citrus Wealth Management, and Raymond James Financial Services. He is also the owner of Shira Financial, LLC, which facilitates securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives.

William Sharpe is a financial advisor with Edward Jones in Fort Mill, SC, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Edward Jones since 1999. Sharpe is the sole shareholder of William T. Sharpe, P.A. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Beverly Mcbride is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and 20 years of industry experience. She has worked with several firms, including Commonwealth Financial Network and Triad Advisors, Inc. Outside of her advisory role, she owns Vinylmag, LLC, a social and entertainment blogging entity. 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 asset management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Anna Miller is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2002. Prior to her current role, she was employed at Bank of America N.A. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Wesley Winston is a Series 65-licensed financial advisor with LPL Financial, based in Fort Mill, SC. He joined LPL Financial in 2026 and has prior experience at Florida Financial Advisors and Ametek, as well as academic roles at Coastal Carolina and the University of Coastal Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 through a large network of investment adviser representatives.

Dwayne Deatherage is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Pinnacle Financial Partners, Raymond James Financial Services Advisors Inc., and Bank of North Carolina, among other firms. Outside of his advisory role, he is employed as an investment advisor at Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using analytical tools to support client goals and maintains affiliations that enhance its municipal and public finance capabilities.

Christopher Walsh is a CFP®-designated financial advisor with 16 years of industry experience. He currently works at LPL Financial and has held prior roles at Commonwealth Financial Network, Pathfinder Wealth Consulting, Wealth Wise Planning, and Keystone Financial Partners. Walsh also engages in fixed insurance sales as part of his business activities. 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 management services through a large network of advisors, utilizing various strategies including model portfolios, third-party subadvisors, and customized approaches.