Oksana Golovenets is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has prior work experience at Piraeus Bank ICB, Certis Solutions, and Randstad. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Jonathan Huggins is a financial advisor at Robert Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at firms including TIAA-CREF and State Employees' Credit Union prior to joining Robert Baird & Co. in 2022. Robert Baird & Co.’s DDK Group serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations, offering financial planning, portfolio management, and custody services. The firm utilizes a combination of manager-traded and model-traded strategies, tax-management techniques, and internal research including artificial intelligence tools in delivering advisory services.

Kimberly Estevez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2009. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

David Barwick is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 license and 13 years of industry experience. He has been with Wells Fargo Clearing since 2017. 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 utilizes research and analytics to support portfolio construction and investment selection.

Sharon Miller is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Merrill since 2009. Outside of her advisory role, she serves as a board member for Trinity University’s Board of Visitors, participating in initiatives related to student body diversity and faculty recruitment. 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.

Zachary Reece is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Fidelity Investments, Merrill Lynch, and Lotus Investment Strategies. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Dana Summers is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and having 18 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously was with Wells Fargo Advisors LLC from 2009 to 2016. His career also includes experience at Wachovia Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Nicholas Langrall is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniella Diquez is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has previously worked at Florida International University and Argos Nautic Manufacturing Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management supported by proprietary research and model-based asset allocations.

Donna Fitzer is a financial advisor at LPL Financial with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory role, she is involved in non-investment activities with Benham Builders Inc. and Carolina Country Acres LLC dba Horse Show Leases LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and research from LPL Research and third-party subadvisors.

Maria Marks is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Wells Fargo Clearing since 2024. Her prior roles include positions at Door Dash and the Census Bureau. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

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.

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.

Nicholas Aube is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients and their Financial Consultants to develop and implement financial plans tailored to clients' evolving goals. Nicholas has been with Fidelity Investments since 2021, gaining experience in various roles including Relationship Manager, High Net Worth Service Associate II, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects his familiarity with client service and support within the financial sector.

Kathy Day is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation with 34 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Vargochik is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and accumulating three years of industry experience. His prior roles include positions at Better Mortgage, Ally Bank, Randstad, Angel Oak Home Loans, and Wyndham Capital Mortgage. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily invested in Vanguard funds and ETFs.

Alexander Hoffman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Vanguard Advisers since 2026 and previously coached hockey at Pineville Ice House. He also has experience with Vanguard Marketing Corporation and The Vanguard Group and studied at the University of South Carolina. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, delivering services through a large digital platform supported by over 2,400 advisors.

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.

Edwin Richardson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. Prior to joining LPL Financial in 2019, he worked for over two decades at H.D. Vest Advisory Services and related entities. In addition to his advisory role, he is a certified public accountant and owns a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and both discretionary and non-discretionary management options supported by research and various portfolio strategies.

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.