Kathleen Burns is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at Ford Motor Credit Company for 34 years. She also serves as an executor in a fiduciary capacity outside of her advisory role. 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 and institutional clients.

Todd Davis is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include eight years at PNC Investments and a brief tenure at Kalos Management and Kalos Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Nowack is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank since 2021 and began his role at Wells Fargo Clearing in 2026. Prior to his financial services career, his work history includes roles in retail and public safety as well as education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Blake Cooling is a financial advisor with UBS Financial Services in Charlotte, NC. He holds the Series 66 designation and began his career at UBS in 2026. Prior to joining the firm, he spent five years at Hofstra University and over a decade in educational roles at Cardinal Gibbons High School and St. Michael's School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Lisa Ashlin is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing, and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Allison Zelli is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2007, including roles at related Raymond James entities since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Benjamin Fauzio is a financial advisor at Osaic Wealth, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Osaic in 2026, he worked at Equitable Distributors, LLC and Jackson National Life Distributors LLC. He spent ten years in education before entering the financial services industry. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and investment platforms to manage portfolios on both discretionary and non-discretionary bases.

Richard Miller is a financial advisor at Stifel with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2007. He is based in Charlotte, NC. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach includes proprietary asset allocation and planning methodologies developed by its Investment Strategy Group, which provide clients with analytical guidance to support their financial decisions.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Todd Galeota is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Artez Powell Jr. is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at ReBalance and various fitness and insurance-related businesses. He serves in the U.S. Army Reserve, a role he has held since 2013. 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, and institutional investors.

Tanner Braunschweig is a financial advisor at Ameriprise with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Crowders Mountain and The Vanguard Group, Inc. He also served in the U.S. Air Force for four years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Duncan Sullivan is a CFP® with three years of industry experience, currently serving as a financial advisor at LPL Financial in Charlotte, NC. Prior to joining LPL Financial, he held positions at First Citizens Investor Services and First Citizens Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Thomas Austell is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advisory roles, he is a continuing education instructor and is involved in life settlements and insurance sales. He also owns OmniWealth Financial Planning, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved software without discretionary authority, with implementation of recommendations managed through separate arrangements.

Robert Lawrence is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with four years of industry experience. He has been with Merrill since 2010, totaling 16 years at the firm. 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 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 teams and third-party managers.

Ryan Brockington is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors. Edward Jones offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mariah Tastet is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has held roles at several organizations, including Liberty University and Ronald Blue Trust. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, institutions, and charitable organizations.

Alaina Cass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Citibank NA and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jennifer Winstel is a financial advisor at UBS Financial Services with 32 years of industry experience. She has previously worked at Bank of America, N.A. and Merrill, each for 11 years. Winstel serves as a co-trustee and co-executor of the M. B. Revocable Trust in Charlotte, North Carolina. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including 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 client plans.

Raiford Chappell is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His work history includes roles at Merrill Lynch, TransTech, Wilmington Expogo, and Wake Forest University. 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.