Andrea Walser is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Vanguard in 2026, she worked at Quantexa, Inc. for five years and spent extensive time at Merrill and Bank of America Securities. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans 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 composed of Vanguard funds and ETFs, and manages a large client base through a scalable digital platform.

Mark Davey is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He serves on the investment advisory committee for the Delta Chi Educational Foundation, which manages funds used for scholarships and other educational needs. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cortney Fluegeman serves as Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 2006, progressing through various roles including Vice President Regional Planning Consultant and Vice President Financial Consultant. With over two decades of industry experience, she focuses on delivering thoughtful guidance and personalized wealth planning aligned with clients' values and goals. Her professional journey at Fidelity encompasses a wide range of financial advisory roles, demonstrating a commitment to trusted insight and building lasting relationships with clients. Cortney emphasizes the importance of understanding what matters most to clients and their families in wealth planning. Outside of her professional work, Cortney enjoys activities such as camping, attending concerts, exploring culinary interests, golfing, hiking, and traveling.

Frank Summers is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones and has been with Cetera since 2020. Outside of advising, Summers serves on the board of Monroe Road Advocates and the executive committee of Rainbow Foster Network, and teaches as an adjunct professor for the American College, focusing on life insurance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party models.

Nicholas Crawford is a financial advisor at Merrill in Charlotte, NC, with 16 years at the firm and five years of industry experience. He holds a Series 66 designation. 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 strategies constructed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Conrad is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. Her career includes multiple roles at Merrill since 2009, as well as positions at Wells Fargo Clearing, Banc of America Investment Services, Inc., and Ameriprise. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

Elizabeth Sprinkle is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 certifications with 15 years of industry experience. Her career includes multiple roles at Wells Fargo Clearing and Wells Fargo Bank, along with brief periods at UBS Financial Services and Truist Investment Services. 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, utilizing research from Wells Fargo Investment Institute and emphasizing diversification and modern portfolio theory.

Dallas Kirby is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group, Inc. and the U.S. Census Bureau. Outside of advising, he owns a fashion blog called Taste Makers Palette, LLC. 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.

Christopher Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience and a Series 66 designation. His prior work includes positions at Primerica Advisors, The Vanguard Group, and Allegheny Technologies Inc. In addition to his advisory roles, he is involved with Metro Public Adjustment. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Lee Fulbright is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as education funding, retirement planning, and long-term family financial objectives. His approach emphasizes clarity and transparency to help clients navigate the complexities of investing. Mr. Fulbright holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Carolina at Charlotte.

Andrew Young is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been associated with Morgan Stanley and its affiliates since 2007. Young serves on the board of the MPHS Foundation, a charity based in Charlotte. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment modeling in its financial planning process.

Paul Sercer is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Melanie Hughes is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, bringing 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 range of brokerage and advisory solutions supported by extensive research and analytics.

Harrison Brooks is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at LPL Enterprise and has held roles outside finance, including positions at Augusta National Golf Club and YMCA Camp Cheerio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Trevor Hoke is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, where he worked for 5 and 13 years, respectively. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Jonathan Brackis is a CFP® with 28 years of experience in financial services. He currently works at Morgan Stanley and has prior experience at Wells Fargo Clearing and Wachovia Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling and emphasizes client responsibility for plan implementation.

Misan Wiles is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Wells Fargo Clearing and Target. 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.

Kenneth Pryce is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank, Foreside Fund Services, and 2XIDEAS US Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Corey Barnes is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. 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 mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from Schwab’s research teams, supported by its integrated custody and brokerage platform.

Matthew Mowrer is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and LPL Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.