Sarah Demaree is a Financial Advisor at Merrill Lynch Wealth Management. She has more than 11 years of experience helping clients identify and achieve their financial goals. Sarah specializes in philanthropic planning, portfolio management services, special needs planning strategies, women and wealth, individual and corporate investment strategy, and retirement income. She develops personalized financial strategies that align with clients' goals, values, and lifestyles. Her expertise includes creating and implementing financial plans using portfolio, tax, and estate planning strategies. Sarah holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree from The Ohio State University in 2011. Sarah resides in Charlotte with her husband, Justin, their two children Benjamin and Elizabeth, and their goldendoodle, Franklin. Outside of work, she enjoys gardening, running, playing tennis, and spending time with her family. She is also involved with the Charity League of Charlotte.

Evan Whitehead is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, he is involved with Samaritan's Purse, supporting disaster relief efforts through seasonal warehouse work. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

David Thomas is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he is the owner of Thomas Relaxation Sanctuary LLC, a business involved in tax preparation and administrative duties. 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 for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Fogarty is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Renewal by Andersen, CVS Health, and 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 personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Ashley Rosales is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Vanguard Advisers in Charlotte, NC. She has been with Vanguard-related entities since 2013, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach and primarily Vanguard funds and ETFs in portfolio construction.

Joseph Murray is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 credentials and has five years of industry experience. His work history includes roles with multiple Vanguard entities as well as experience outside the investment industry, including at South Carolina Small Business and Chelo's Waterfront Bar and Grille. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, supporting a large client base with a digital and team-servicing platform.

Michael Daley is a financial advisor at Merrill in Charlotte, NC, with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Merrill Lynch, Invesco Distributors, and Oppenheimerfunds Distributor during his career. 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 strategies developed by internal and third-party managers.

Jacob Grant is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at The Vanguard Group, Fidelity Investments, and Merrill. Outside of his advisory work, he owns and operates Fuego Morenito LLC, a cookie baking business based in Jacksonville, FL. 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 integrates research and analytics to support diversification and modern portfolio theory in its investment approach.

Caitlin Erickson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has operated The Impeccable Pig, a separate business, since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets and employing over 14,000 financial advisors.

John Cox is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Bank since 2021 and previously worked at First Horizon Bank from 2016 to 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jordan Pratt is a Merrill Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and saving for unforeseen circumstances, with support from Bank of America specialists in banking, credit, home financing, and small business solutions. Jordan holds a Bachelor's Degree from James Madison University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved with the James Madison University Young Business Professionals Council and contributes to the Ronald McDonald House of Greater Charlotte.

Sydney Kimball is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Alex Beilin. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kara South is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing four years of industry experience. She has previously worked with Vanguard Advisers, Inc. and The Vanguard Group, Inc. Outside of her financial advisory role, she operates South Studio Collective LLC and has worked as a contracted food courier. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Connor Lacz is a financial advisor with Fidelity Investments, holding a Series 66 credential. He began his advisory career in 2025 and is based in Huntersville, NC. Prior to joining Fidelity, his work experience includes various roles in education, hospitality, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shay Desouza is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Merrill since 2011 and also has a long-term role at Wegmans since 2008. 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.

Jeffrey Gautier is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Wells Fargo clearing Services LLC and Wells Fargo Bank NA since 2018, and previously with W&S Brokerage Services, Western & Southern Life, and Fonville Morisey Realty. Outside of his advisory role, he serves as executor for his grandmother’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements tailored to client needs and optional implementation through brokerage or advisory programs.

Jason Bailey is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Vanguard Marketing Corporation and The Vanguard Group, Inc. He previously operated Baileys Total Home Care for 12 years. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering tax-aware and customizable investment solutions at scale.

David Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and a prior role at CapFinancial Securities LLC. From 2014 to 2020, he was involved with Seaboard Brewing 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 across a broad range of financial products.

Thomas Brown is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward Jones for 15 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Hassan Kaouss is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2023. He is based in Charlotte, NC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.