David Gebhardt is a financial advisor with Robert W. Baird & Co. in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he operates Gebhardt Farms LLC, a side business involved in the wholesale and retail sale of maple syrup and honey. The DDK Group at Robert W. Baird & Co. advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a variety of investment strategies and account types.

Michelle Bradford is a financial advisor at Charles Schwab with 19 years of industry experience. She holds a Series 66 designation and has worked with Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2019. Her prior experience includes roles at Merrill and consulting projects. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory relationships alongside discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational services.

Edison Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has served as a relationship manager, focusing on evolving client experience standards and the goal identification process. Edison and his team provide clients with comprehensive wealth management strategies, combining Merrill Lynch’s investment insights and the banking services of Bank of America to address various aspects of their financial lives. Edison began his career in the financial services industry in 2014. His expertise covers a wide range of areas including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, small business strategies, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor of Science in Business Administration from the University of North Carolina at Wilmington. Edison is bilingual in English and Spanish. Outside of his professional role, Edison and his wife Carly reside in the Charlotte area. He has interests in camping, football, golfing, hiking, music, running, soccer, traveling, and spending time with family. He is involved in community organizations such as the Charlotte Rescue Mission and the Humane Society of Charlotte.

Edward Jordan is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and offering 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he serves as a licensed agent for individual life and health insurance and owns Jordan Wealth Management LLC, which is used for managing business income and expenses. MML Investors Services, LLC 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 offers collaborative, annual financial planning engagements using firm-approved tools and provides event-driven planning services such as estate settlement and divorce planning.

Ashlyn Aaron is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at New York Life Insurance Company and has held various roles including positions at North Carolina State University and Lake Hickory Country Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashton Dufresne is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked in various roles including involvement with Mason Jar Matthews LLC, an Irish public house. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Edward Wiederspiel is a financial advisor at UBS Financial Services in Charlotte, NC, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets solutions.

Nicholas Poston is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank, Jpmorgan Private Bank, and worked at Duke University’s Fuqua School of Business. He also served in the United States Navy from 2011 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Bunting is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. His prior roles include positions at First Tennessee and Guardian Life. He is also compensated for insurance and annuity sales through affiliated entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Carl Edwards Jr. is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Cambridge in 2023, Edwards was with Lincoln Financial Securities and Calton & Associates, Inc. He is also the secretary of the Under the Fig Tree Foundation, a nonprofit organization based in Franklin, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a nationwide network of independent professionals using various portfolio management and model-based strategies.

Graham Burke is a CFP® professional affiliated with LPL Financial, based in Charlotte, NC, with five years of industry experience. He has previously worked at OSAIC, FSC Securities Corporation, and The Prudential Insurance Company of America, among others. He also serves as a wealth manager at Steward Wealth Strategies, where he manages client relationships and presents financial plans. 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 model portfolios, research, and various management approaches.

Lesley Ferguson is a Series 66-licensed financial advisor with UBS Financial Services in Charlotte, NC, and has 31 years of industry experience. She has worked at UBS since 1990. Outside of her advisory role, she serves as a check signer for a business owned by her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering a range of fee-based financial planning and portfolio management solutions.

Thomas Cavanaugh II is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. Outside of his advisory role, he is a partner in a restaurant business, Brewburgers, and served as treasurer for the George C. Marshall 45th Reunion Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Elizabeth Cothren is a CFP® professional with seven years of industry experience, currently associated with Wells Fargo Clearing in Charlotte, NC. Her work history includes multiple tenures at Wells Fargo Clearing as well as a period at Truist Investment Services and prior experience at Privia Health. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

James Minor is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has been associated with Morgan Stanley Smith Barney LLC since 2010 and the Morgan Stanley Private Bank since 2015. Outside of his advisory role, Minor is a notary public, dedicating time weekly to this activity. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diversified investment and planning services.

Christopher Pikunas is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Wells Fargo Clearing, The Vanguard Group, Northwestern Mutual, and a brief stint at DoorDash. He also has experience related to a culinary business, Yaya's Cookbook, and time spent at Roanoke College. 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 research, and various institutional services.

Austin Booker is a financial advisor with Charles Schwab holding a Series 66 designation. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB since 2023. Prior to his current role, he held positions in construction staffing, insurance, education, and hospitality. Charles Schwab & Co., Inc. serves a large client base, mainly 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 offers a combination of non-discretionary and discretionary investment management options supported by a multi-asset investment approach and centralized operational infrastructure.

Caroline Moore is a Financial Advisor with Merrill Lynch Wealth Management. She joined the L/A Wealth Management Group in August 2025 and has been working in the financial industry since 2021. She previously served as a Senior Financial Advisor on a team at Wells Fargo Advisors. Caroline's expertise includes college education planning, employee benefits planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. She holds a Bachelor of Science in Finance from North Carolina State University and maintains Series 7 and 66 FINRA Registrations, as well as the Personal Investment Advisor (PIA) designation. Committed to building trusting relationships, Caroline focuses on understanding what matters most to her clients to develop strategies aligned with their financial goals. Outside of her professional work, she enjoys biking, football, hiking, pickleball, reading, soccer, spending time with her family, and watching movies.

Laragh Foyle is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, Laragh worked in several customer service and hospitality roles. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. As a large institutional firm, it also provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies.

Lana Hillis is a financial advisor at Merrill with 31 years of industry experience. She has held Series 63, 65, and 66 credentials and has been with Merrill since 2005. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.