Bradly Collins is a financial advisor with Raymond James Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Mass Mutual Life Insurance, New York Life Insurance, and Phillips Development and Realty. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, using detailed client risk profiles and firm research to develop tailored recommendations.

Robert Mauldin is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has previous experience at Ameriprise and several companies outside the financial sector, including United Rentals and Halliburton Energy Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies like machine learning.

Zachary Cummings is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase and J.P. Morgan Securities since 2019, with prior experience at Aon Consulting and Prudential Financial. He also worked in the Gettysburg College Athletic Department from 2015 to 2019. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Thomas Kerner is a financial advisor at Robert W. Baird & Co. with six years of industry experience. He holds a Series 66 designation and has worked at Baird and its related entities since 2020. Outside of his advisory role, he also works as a delivery driver for Instacart. 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, discretionary and non-discretionary portfolio management, and other advisory services supported by internal research, manager selection, and a combination of manager-traded and model-traded strategies.

Ross Kirwan is a financial advisor at LPL Financial with 16 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 66 licenses. His prior roles include positions at PGIM Investments, Prudential Investment Management Services, and MBSC Securities Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment solutions.

Rashead Harper is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank Securities Inc. and Wells Fargo in various capacities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor solutions aligned with clients’ goals and risk tolerances.

Isaac Rankin is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked for Christ School for ten years. Outside of his advisory role, he is an author of poetry. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

Alexander Weinberg is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Relational Wealth Management and has experience in various roles including sales and online marketplaces. Outside of financial advising, he is involved in buying and selling merchandise on platforms like eBay and Facebook. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm operates a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Charles Jones is a CFP® professional with 36 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, accumulating a total of 17 years within the Wells Fargo organization prior to his current role. Jones also owns Mecklenburg Wealth Management LLC, through which he dedicates substantial time as part of his professional activities. Wells Fargo Advisors is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research, tools, and models to develop tailored recommendations for clients.

Bruno Grenci is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 registrations and having 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and its affiliated entities from 2006 to 2024. Outside of his advisory role, he acts in a fiduciary capacity for the Catherine Grenci Family Trust. LPL Enterprise 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Brian Reed Jr. is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior work history including positions at Howard University and Amazon. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a network of Financial Advisors who use proprietary research and model-based asset allocations to tailor investment plans.

Steven Echenique is a financial advisor at Edward Jones in Charlotte, NC, with seven years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2018, following six years at The Kenrich Group LLC. Outside of his advisory role, he is a co-owner of a furniture staging franchise and assists with bookkeeping and logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

David J. Cichan is a Managing Director and Senior Financial Advisor with Merrill Lynch Wealth Management, based in the Southpark Office in Charlotte, North Carolina. He has been a financial advisor since 1991, including 15 years at Smith Barney where he served as Senior Vice President – Investments and Senior Portfolio Manager, before joining Merrill Lynch in July 2007. David focuses on working closely with clients to establish their financial goals and develop, implement, and regularly track strategies aimed at achieving those goals. David holds a Bachelor of Science degree in Business Administration with a concentration in Management from Bloomsburg University, earned in 1980. Before entering wealth management, he spent 11 years in the Human Resources field and operated his own consulting firm for five years. He is a Personal Investment Advisor (PIA) by professional designation. Originally from Pennsylvania, David is married to his wife Lisa and they have two children, Alex and Christian. His personal interests include golfing, music, and yoga.

Daniel Gray is a financial advisor with Merrill in Tega Cay, SC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Cameron Elliott is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Merrill and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and leveraging proprietary research and model-based asset allocations to tailor client solutions.

John Childress is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 26 years of industry experience. He previously worked at Linsco/Private Ledger Corp for 14 years and has been with LPL Financial and Wells Fargo Fund Distributors since 2020. Outside of his advisory role, he is involved with United Event Services as a security guard and operates an online retail store called Collector's Nexus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Myles Allingham is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and over 11 years of industry experience. His prior roles include positions at Northwestern Mutual and Merrill Lynch. He is based in Fort Mill, SC. 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 both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Kern is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Kern is a founder and treasurer of a nonprofit organization, About Our Father's Business, where he is involved in fundraising and financial oversight. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Bryce Miller is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, he is an agent for individual and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, employing technology such as Monte Carlo simulations to deliver detailed recommendations in ongoing client relationships.

Jon Bass is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Jon competes professionally as a video gamer in tournaments. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.