Marcia Tillotson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Wells Fargo since 2009, including her current role at Wells Fargo Clearing since 2016. Outside of her advisory duties, Tillotson serves as president of the Flat Mountain Property Owner's Association in Lenoir, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Beck is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Wells Fargo affiliates since 2014, including Wells Fargo Bank, N.A., and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is guided by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a wider range of financial products such as insurance-related vehicles and bank deposit sweep options.

Brady Leatherman is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Ted Lanes Inc. and Golf Galaxy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Rees Jenkins is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ameriprise in 2024, he worked at The Vanguard Group from 2022 to 2024 and has held various positions outside the financial industry, including roles at Harris Teeter and FedEx. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations through a centralized consulting team. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kyle Lambeth is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his financial advisory role, Lambeth has been a firefighter with the Town of Davidson since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Lauritzen is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 credential and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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 menu.

Sheila Dobbins is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding a Series 63 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Outside of her advisory work, she is a notary public and holds a minor ownership interest in an auto sales business. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John O'Connor is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Legacy Consulting LLC and Erickson Living. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Angie Whittaker is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2006, including its affiliation with Bank of America since 2020. Outside of her advisory role, she is involved in managing several LLCs for private equity and venture capital investments, including serving as a general partner and managing member of Green Mountain Boys Capital Partners 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.

Travis Mull is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year at Bank of America. He serves as treasurer for the Morganton Downtown Development Association. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Charles Hardy III is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Hardy serves as Chair of the Investment Committee at Trinity Episcopal Church and is a member of the Finance Committee for the Episcopal Diocese of Western North Carolina. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Christopher Leazer is a CFP® with 30 years of industry experience. He has worked at Raymond James Financial and its affiliate Raymond James Financial Services since 2004. Outside of his advisory role, he is president of CBL Financial Services, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm uses detailed analytical tools and risk profiling to provide tailored, non-discretionary investment advice and supports a broad network of advisors and affiliated firms.

Brian Gibb is a Senior Financial Advisor and partner in GvU, a Merrill Lynch Wealth Management team. He focuses on helping clients develop clear financial goals and works with them to make those goals a reality through personalized wealth management strategies. Brian and his team specialize in wealth management, strategic philanthropy, and business financial services for select families, non-profits, and private businesses. Before joining Merrill Lynch, Brian spent ten years as an executive in the manufacturing industry, where he gained experience in succession planning, securing funding for startups, working with banks to obtain commercial loans and lines of credit, and establishing healthcare and retirement benefit packages for employees. Brian leverages this experience alongside the global resources of Merrill Lynch to provide comprehensive financial services to his clients. He holds a Master of Business Administration from Case Western Reserve University and a Bachelor's degree from the University System of Ohio. Brian maintains an active presence in his community through volunteering with Junior Achievement. He resides in the Southpark area of Charlotte with his wife, Nicole, and their three children.

Jackson Loflin is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, Merrill, and Equitable Advisors. Outside of finance, he was involved with Leroy Fox Kitchen & Cocktails, indicating experience in the hospitality sector. 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.

Sunam Dhakal is a financial advisor at Fidelity with 7 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Strategic Advisers, LLC since 2026. Outside of his advisory role, he operates a part-time travel agency where he books hotels, cruises, flights, and adventures for clients. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios across various investment vehicles.

Matthew Ingrassia is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo since 2019, following 14 years at Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Quoc Pham is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing and its affiliate Wells Fargo Advisors LLC since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach based on modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Gregory Manning is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and three years of industry experience. His prior roles include positions at The Vanguard Group, Quasar Distributors, and Horizon Investments. He has also worked outside the financial industry, including at Stay Alert Safety Services and in hospitality. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Angelique Uku is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles at Capital Ford of Charlotte and Procter & Gamble. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Regina Mullins is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she manages rental properties for her family. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.