Donovan Miller is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2022 and has been a business owner of Donovan's Store since 2018. Prior to his advisory role, he was involved in various positions including at DMA Studios and the University of North Carolina at Charlotte. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supporting its advisors with research tools and multiple operational resources.

Christopher Gurganus is a financial advisor with OSAIC in Charlotte, NC, holding CFP® and ChFC® designations and bringing 22 years of industry experience. He previously worked at John Hancock for 15 years before joining OSAIC in 2018. Gurganus also conducts business under Capitol Financial Solutions and works as a broker recommending fixed insurance products as appropriate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and third-party managers, and is notable for its scale, consolidation activity, and complex affiliate network.

Joseph Silva is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Silva served 16 years in the United States Marine Corps. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through a broad network of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

John Shinas is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses. Although he is new to the industry with less than a year of experience, he has a longstanding background in business through his role at Insulating Services, Inc. since 2007. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Asheem Koirala is a Series 66 licensed financial advisor with Morgan Stanley in Waxhaw, NC, bringing 11 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by proprietary tools and strategic market models. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and corporate financial planning agreements.

Andrew Guthe is a CFP® certificant and financial advisor at Raymond James Financial with two years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Co. Outside of his advisory role, he is associated with Cygnus Asset Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients, using fact-finding and analytical tools to tailor recommendations to client goals.

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 in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His background includes roles at J.P. Morgan Private Bank, JPMorgan Chase Bank, and prior service in the United States Navy. He also has experience working at The Fuqua School of Business at Duke University and Lowe's. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, supporting a range of strategies including those with an ESG framework.

Carl Edwards Jr. is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 18 years of industry experience, previously working with Lincoln Financial Securities and Calton & Associates, Inc., among other firms. Outside of his advisory role, he serves as Secretary for the Under the Fig Tree Foundation, Inc. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms. The firm offers discretionary and non-discretionary management, access to unaffiliated third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Graham Burke is a financial advisor with LPL Financial in Charlotte, NC, holding the CFP® designation and Series 66 license, with five years of industry experience. He has worked at several firms including OSAIC and The Prudential Insurance Company of America. Burke is also a wealth manager at Steward Wealth Strategies, an S Corporation where he manages client relationships and financial plans. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.