Candace Wehr is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she co-owns a vacation rental property and serves as Vice President and Treasurer on the board of a homeowners association. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Kyle Hagemeier is a financial advisor with Vanguard Advisers, holding a Series 66 designation and five years of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., First Command Financial Services, and prior service in the US Navy. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, with various customization options.

Valice Watters is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent 21 years at Wells Fargo Bank, NA. She is based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Wooten is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at The Vanguard Group since 2019, following prior roles at TIAA and PNC Investments. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through a digital platform supported by over 2,200 advisors.

Dawyne Wingo is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. His career includes previous roles at Wells Fargo Clearing and Liberty Tax Services. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering customized, non-discretionary recommendations through a centralized consulting team that uses research, modeling, and tax-efficiency analysis to inform strategies focused on retirement income.

Mason Bailey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and having eight years of industry experience. He has worked at Bank of America and Merrill since 2014. Outside of his advisory role, he serves as a deacon at Newsong Church / Adrent Ministries, where he leads domestic and international ministry trips. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Joshua Miller is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 65, and Series 63 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and O Connell Financial Group–Northwestern Mutual. He also spent four years as a homemaker before starting his career in finance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Daniel Speer is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory and retirement plan management.

Tony Richardson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors LLC. Outside of his advisory role, Tony tutors students in English, Japanese, Series 7 exam preparation, and Bible Studies through WyzAnt Tutoring Company. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Megan Hern is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior roles include positions at The Vanguard Group and Point Me to the Water, LLC, as well as legal work at Baylor University School of Law and Jackson Law PC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets.

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Lakeisha Blount is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and four years of industry experience. Her prior roles include positions at The Vanguard Group, Lincoln Financial Group, and Liberty Mutual. Outside of finance, she owns and operates an event planning and decoration business, A Remarkable Event, LLC. 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 utilizes research and analytics to guide investment options and offers a broad range of brokerage and advisory solutions.

Helen Amelia Fritsche is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she is a member of TBBR LLC, an entity formed to co-own a condominium. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Robert Wells is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo from 2004 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, 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 plans both directly and through Corporate Financial Planning agreements.

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 with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously held roles with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved with Samaritan's Purse, contributing to disaster relief efforts on a seasonal basis. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services tailored to clients who meet a net-worth threshold. The firm combines advisory services with other financial products and referral channels to support client needs.

David Thomas is a Series 66-licensed advisor with Merrill in Charlotte, NC, and has 15 years of industry experience. He has been with Merrill since 2009. Outside of his advisory role, he owns Thomas Relaxation Sanctuary LLC, a business involved in tax preparation and administrative duties. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

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, holding Series 65 and Series 66 credentials with 21 years of industry experience. His prior work includes roles at OppenheimerFunds Distributor, Inc. and Invesco Distributors, Inc. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.