Paul Haley Jr. is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill Lynch, Robinhood, Ameriprise Financial Services, and Northwestern Mutual. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options like ESG and tax-aware features.

Joseph Sriraman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. Prior to joining Wells Fargo, he held positions at PGA Tour Superstore and several universities, including the University of Valencia and the University of North Carolina Wilmington. 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.

Quincy Page is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, previously serving ten years in the United States Navy before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Morris is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His background includes roles at Bank of America, Vanguard, and Wells Fargo Advisors. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sean Seabolt is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 66 and Series 63 licenses and eight years of industry experience. He has worked with Wells Fargo Clearing Services since 2017 and previously held roles in associate staffing and the restaurant industry. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and special-needs situations. The firm uses proprietary research and planning tools to develop tailored recommendations, with optional implementation through its brokerage or advisory programs.

Rhamel Brown is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he is involved in providing training for body and mind through his part ownership in 360 Student Athlete, a local community-focused organization. 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, offering both brokerage and advisory solutions supported by extensive research and analytics.

Rekha Rajani is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She has been with Wells Fargo Clearing since 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 approach 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.

Aaron Borders is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 65 certifications and 24 years of industry experience. He previously worked at Dimensional Fund Advisors for 15 years and most recently at Crossmark Global Investments before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Korel Mack is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 registrations and 12 years of industry experience. Mack has been with Vanguard Advisers since 2019 and is also employed by The Vanguard Group. Outside of advising, Mack works as a contracted driver for Lyft and DoorDash, and has roles as a transcriptionist and apparel designer for companies including Rev.com, Teespring, and Redbubble. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates proprietary models and a range of customization options. The firm serves hundreds of thousands of clients through more than 2,200 advisors, emphasizing digital delivery and portfolio management with Vanguard funds and ETFs.

Michael Abbott is a financial advisor with Edward Jones in Gastonia, North Carolina, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Nicholas Mercer is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior work includes roles at USAA, Fisher Investments, and the Department of the Navy. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, with a focus on scale and digital delivery.

Robert Glick is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with The Vanguard Group since 2016. 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 to create personalized portfolios mainly composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Kendall Meyer is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Vanguard Advisers, he worked at TIAA-CREF Individual & Institutional Services and was self-employed for five years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Glen Curtis is a CFP® with 14 years of industry experience, currently serving at Vanguard Advisers since 2011. He holds a Series 63 designation and is based in Charlotte, NC. Curtis has spent his career at The Vanguard Group, Inc., the parent company of Vanguard Advisers. Vanguard Advisers delivers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and a substantial advisor team.

Franklin Borders is a financial advisor with LPL Financial in Charlotte, NC, holding Series 66 and Series 63 designations and over 20 years of industry experience. He has worked at LPL Financial since 2015, including previous roles at Commonwealth Financial Network and C.F. Parks, Inc. Outside of his advisory work, he is involved with a real estate rental business through FBB Property Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brian Roland is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 18 years of experience in the financial services industry. Prior to this, Brian served nearly a decade in the U.S. Army, including roles in the U.S. Army's ceremonial unit known as "The Old Guard" and as a 2nd Lieutenant in the U.S. Army Corps of Engineers with deployments to Korea, Kuwait, and Operation Iraqi Freedom 1 from 2003 to 2004. Brian's professional focus is on delivering a disciplined, consistent, and customized wealth management experience by understanding clients' whole lives to develop tailored financial strategies and recommendations. Brian holds a Bachelor of Arts degree in Criminology with a minor in History from Ball State University and a Master's degree from Georgetown University School of Continuing Studies, completed in 2019. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2016 and the Sports and Entertainment Accredited Wealth Management Advisor™ designation in 2021. Additionally, Brian possesses several professional designations including CFP, CPFA, CRPC, PIA, RAFA, and SE-AWMA. His military background and risk management expertise support his approach to comprehensive wealth planning, client reviews, and money management. Residing in Ft. Mill, South Carolina, Brian lives with his wife Gigi and their children Clare and Thomas. He is involved in community organizations such as the American Legion, Top of the Week Rotary Club, Veterans of Foreign Wars (VFW), and Veterans Bridge Home. His personal interests include basketball, boxing, camping, golfing, hiking, reading, running marathons, spending time with family, and traveling.

Mimi Bauer is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2018, along with prior roles including self-employment and positions at Broil, LLC and Five Daughters Salumeria, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach primarily built around Vanguard funds and ETFs. The firm serves a large client base through a blended digital and team servicing model.

Kelly Walker is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Wells Fargo Clearing, and WELLS FARGO Advisors, 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Kitzmiller is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Vanguard Group, Inc. and Toast. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Dan Hollins is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory and investment solutions under a fiduciary standard.