Jiaihdi Turner is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 66 licenses and having 16 years of industry experience. Prior to joining Wells Fargo Clearing in 2013, Turner worked at Edward Jones from 2008 to 2009. Outside of advising, Turner works part-time as a package handler for FedEx. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Plate is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Equitable Advisors, LLC, and various educational and country club positions. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach leveraging proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Ryan Lindberg is a financial advisor at Merrill based in Charlotte, NC, with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including The Vanguard Group, Linden Thomas and Company Securities LLC, and Bank of America. Outside of his advisory roles, he has experience with Noble Coffee Roasters. 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 investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Gates is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2018, with prior roles at Johnson Bank and INVEST Financial Corp. Robert W. Baird’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by in-house research and various investment strategies.

William Sullivan is a financial advisor at J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and 49 Financial, as well as experience with JPMorgan Chase Bank and JPMorgan Securities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Amit Jaiswal Kalwar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping families and business owners grow and protect their wealth through customized investment management strategies. His approach involves listening carefully to clients' goals and objectives to develop personalized plans that address wealth accumulation, retirement planning, estate planning strategies, and college funding. With over 25 years of experience, Amit focuses on family wealth management strategies, legacy planning, and personal retirement planning. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston. Outside of his professional work, Amit is involved with the East Bay SPCA and enjoys cooking, football, golfing, and traveling.

Cherish Porchea is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, she held various roles including positions at State Employees' Credit Union and Chipotle. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach incorporating proprietary models and Vanguard funds, delivering services at scale through its digital platform and extensive team of advisors.

Connor Lee is a Series 66 licensed financial advisor with UBS Financial Services in Charlotte, NC. He has recently begun his advisory career, having worked at UBS and River North Capital since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Its advisors utilize proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

Harry Zimmerman is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Vanguard entities since 2022. Prior to his current role, he has experience in education and retail sectors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Garry Fils Aime is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 23 years of industry experience. His work history includes multiple tenures at Wells Fargo Clearing Services and Corning. 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 employs over 14,000 financial advisors, utilizing research and analytics to support its investment and retirement plan solutions.

Danny Lopez is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has worked at Merrill since 2019 and previously held roles at Wells Fargo Clearing and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ross Peterson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 22 years of industry experience. Before joining Vanguard in 2025, he worked at Fidelity Investments and AllState Insurance Company, among other firms. Vanguard Advisers serves retail investors and eligible employer‑sponsored retirement plan participants through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, constructing portfolios mainly from Vanguard funds and ETFs with options for customization and tax-aware features.

Ernest Alexander is a financial advisor at Vanguard Advisers with 8 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he spent 29 years at TIAA and TIAA-CREF. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily using Vanguard funds and ETFs.

Jasmine Mason is a financial advisor at Merrill with 19 years at the firm and 11 years of industry experience. She holds the Series 65 and Series 63 credentials. Outside of her advisory role, she is the general partner and managing member of Bare Scentials LLC, a candle and craft business based in Charlotte, North Carolina. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a mix of model-based and discretionary investment strategies.

Todd Rose is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. His prior firms include Securities America Advisors, Mass Mutual Investors Services, and TCA Financial Group. Outside of advising, he works as a background actor and serves as an international visitor liaison. 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 services including financial planning, model portfolios, and institutional platforms, with advice delivered by investment adviser representatives who may use proprietary research and third-party strategies.

Kyle Shanaberger is a financial advisor with Charles Schwab in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2017, following a year at PNC Investments. 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 and discretionary investment solutions supported by centralized custody and operational infrastructure.

David Teague is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with RBC Capital Markets since 2014. Outside of his advisory role, he holds a 20% ownership in a family real estate business, Happy's Way, LLC, where he manages properties and negotiates sales. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a variety of advisory programs and a combination of in-house and third-party investment managers.

Joshua Holby is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held positions at Raymond James since 2020 and previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, Holby is involved as a partner and owner in Legacy Holdings LLC, a rental real estate business. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through various advisory programs.

Peter Levinson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He leads The L/A Wealth Management Group, which coordinates the financial affairs of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Peter and his team focus on personalized wealth management, emphasizing clients' life priorities, investment personalities, and financial situations to help achieve specific financial objectives. With 30 years of experience, Peter specializes in family wealth management strategies, institutional investment consulting, and services for defined benefit and contribution plans. He holds a Bachelor's degree from Duke University and a Juris Doctor from the University of South Carolina School of Law. Additionally, he has earned professional designations including Chartered Retirement Plans Specialist (CRPS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Peter is active in community involvement, having served on boards of non-profit organizations such as Temple Israel, Temple Beth El, The Levine Jewish Community Center, and the 24 Foundation. He has also been Vice Chair of North Carolina Hillel. In his personal time, Peter enjoys cycling, playing golf and guitar, skiing, cooking, spending time with his family, and traveling.

Robert Ford is a CFP® with 27 years of experience in the financial industry. He is currently with Wells Fargo Clearing, where he has worked since 2016, following prior roles at Merrill, Banc of America Investment Services, and Stephens. Outside of his advisory work, he is a partner in a timber land management LLC and has involvement in property management through a real estate holding company. 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 offers both brokerage and advisory solutions.