Gordon Woodruff Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Edward Jones for 16 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

Maurilio Ballines is a financial advisor with LPL Financial, holding a Series 66 credential and five years of industry experience. His prior work includes roles at Wells Fargo, Lowe's Companies Inc, and UNC Charlotte. 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 portfolio programs, third-party asset management, and institutional platforms.

Robin Augustin is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. Prior to that, he was associated with Bank of America N.A. starting in 2004. 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. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angel Roseboro is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is a mobile notary public and operates a creative business called Eyez Creations, which focuses on DIY projects, mask making, and T-shirt design, as well as working as a designer at Pottery Barn. 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 portfolios, third-party asset management, and institutional platforms.

Alexander Hoffman is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at the Pineville Ice House as a hockey coach and has experience with Vanguard Marketing Corporation and The Vanguard Group. Outside of his advisory role, he coaches hockey at the Pineville Ice House. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Robert Suddreth is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Morgan Stanley in Washington, DC, having worked previously at Wells Fargo Clearing and Wachovia Bank. Morgan Stanley Wealth Management serves individual and institutional clients through a range of advisory programs, including tailored financial planning. The firm employs a structured planning process using approved tools and analytic methods, managing approximately $2.74 trillion in client assets.

James Sloan is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the College of Charleston. Details regarding his specific areas of expertise or community involvement have not been provided.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 a range of individual and institutional clients.

Michael Fayed is a CFP® professional with 27 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Summit Financial Group. Fayed serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Andrea Clark is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Private Bank, and worked at Brown University’s Curricular Resource Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Zachary Wagner is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and CFA® designations and has been with Edward Jones since 2010. Based in Charlotte, NC, he is part of a large institutional firm with a nationwide presence. Edward Jones serves over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors.

Megan Maynard is a Planning Consultant at Fidelity Investments, bringing experience from several roles within the company since 2023. Her professional journey at Fidelity has included positions as a Financial Services Representative, Financial Representative, and Relationship Manager, leading to her current role where she collaborates with clients to develop personalized financial plans. Megan focuses on building trust and maintaining open communication with clients to align financial strategies with their goals. She emphasizes co-creating plans that reflect each client's unique needs and aspirations. Outside of her professional responsibilities, Megan enjoys activities such as beach outings, biking, fitness, lake visits, outdoor adventures, and running.

Cassia Reed is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. She has worked at Edward Jones since 2017 in various roles and has prior experience with Upward Sports. Outside of advising, she is involved in a woodworking and fencing business where she assists in planning and execution. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment options.

Patricia Wilfong is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo and Wells Fargo Clearing. Outside of her advisory role, she is the sole proprietor of Vow & Veil, a retail and online store based in Waxhaw, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Jose Amaya Crespo is a financial advisor at Vanguard Advisers with three years of industry experience. His background includes roles at Vanguard Marketing Corporation, The Vanguard Group, the Internal Revenue Service, and the Texas Comptroller of Public Accounts. He holds Series 63, Series 65, and Series 66 credentials. Vanguard Advisers provides investment advice through automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform.

Maria Saldarriaga is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Securities, LLC, JPMorgan Chase Bank, N.A., and Preferred Merchant Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools.

Christopher Bryan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting business owners, executives, and successful families. He focuses on retirement planning, exit planning, tax-smart wealth strategies, employee benefit plans, alternative investments, and liquidity management. Drawing from over 30 years of experience across corporate accounting, mergers and acquisitions, commercial real estate, retirement planning, and wealth management, Chris brings a comprehensive perspective to his clients' financial and business challenges. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. His professional designations include Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He collaborates closely with clients' CPAs and attorneys to coordinate tax, estate, retirement, and exit-planning strategies, emphasizing proactive, year-round planning to improve financial outcomes. Outside of his professional role, Chris serves as Treasurer of Project 440, an organization dedicated to mentoring young musicians and promoting financial literacy among underserved youth and families in the Philadelphia region. He shares his time between the Philadelphia and Los Angeles markets, serving clients across 21 states.

Dyllan Kirkpatrick is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Innovative Mounts, and Eye Physicians of Florida. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies based on clients’ risk profiles, utilizing both in-house and third-party investment managers.

Campbell Jenkins III is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Keane Capital Partners and Robert W. Baird. Jenkins serves as secretary of the board and is on the finance committee for the Myers Park High School Foundation. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises high-net-worth individuals, families, institutions, and charitable organizations. The group provides customized financial planning and portfolio management services using a combination of in-house and third-party managers.

Janay Donaldson is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, The Vanguard Group, TIAA, and TIAA-CREF. Outside of finance, she is involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement income planning using tax-aware strategies and proprietary research.