Robert Kelley is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Outside of his advisory role, he has been involved with Rotounderworld LLC (Playerprofiler.com) since 2019 and served with the Central Virginia Football Officials Association from 2017 to 2021. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including specialized areas such as business-owner transition and sports & entertainment planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Samantha Roberts is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Truist Investment Services, Truist Advisory Services, Wells Fargo Clearing Services, and Wells Fargo Bank. Her background also includes a position at Gaston College. 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, and institutional investors.

Kevon Purnell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2018 to 2025. Wells Fargo Advisors is a national securities firm that 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 combines research from Wells Fargo Investment Institute with third-party data to evaluate investment options.

Chintan Mehta is a financial advisor at Wells Fargo Clearing with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Morgan Stanley, Merrill, Bank of America, and Park Avenue Securities. Wells Fargo Advisors is a national securities firm that 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kristopher Burnham is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Merrill since 2013. His prior experience includes roles at LPL Financial and UBS Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Randy Mc Leod is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, LPL Financial, Nike, and AXA Equitable. Outside of advising, he is involved in event planning and marketing through his role as an officer at 4TheCLTure. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice based on analysis from internal research and third-party data.

Emilio Raymond is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and has also worked at Bank of America, N.A. since 2018. Outside of his advisory role, Emilio is associated with a non-investment-related business entity named S A R, where he holds power of attorney. 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 model-based and discretionary investment strategies catering to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, a role he has held since 2020. In this position, he focuses on personalized wealth management, retirement planning, and investment strategies tailored to the unique needs of each client. Austin works to help clients achieve their financial goals through comprehensive planning, including education planning, legacy planning, and philanthropic strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston with a bachelor's degree, where he was also a recipient of a baseball scholarship. He holds the designations of Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), reflecting his expertise in individual and corporate investment strategy, as well as sports and entertainment financial planning. Outside of his professional work, Austin's personal interests include baseball, football, fishing, and boating.

Asif Akand is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo and the Royal Bank of Canada. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, providing written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 65 and Series 63 designations and has previously worked at Securities America, Investacorp, and First Allied Securities. She is also a notary and a co-owner of a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Securities America Advisors, SSN Advisory, New England Securities, and Securian Financial Services. He is also involved in the independent sale and service of fixed life insurance and fixed annuity contracts. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting various investment programs and strategies.

Brian Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and has been in the industry since 2026. Prior to joining Raymond James, he worked at Foresight Sports for four years and IZEA for eleven years. Fisher is a minority owner of Neoteric Brewing, a brewery based in Huntersville, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Charles Lupton is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Uber Technologies, Residences at The Little Nell, and several other companies across varied industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on combining fundamental research and quantitative analysis through systematic, algorithm-driven methodologies.

Tiffany Guarino is a financial advisor at Raymond James Financial with a Series 65 credential and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is employed at Williamson Wealth Group in client relations and office administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Charu Priya Karunakaran is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various roles since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Hannah Terselic is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously was with Fidelity Institutional from 2017 to 2019. Prior to entering finance, she was employed in educational roles at Santa Fe Community College and Socorro Consolidated Schools. 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.

Richard Schmidt is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 63 designation and bringing 50 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

Dominique Vercaemert is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012 and has also been associated with Strategic Financial Solutions, Inc. since 1997. Outside of his advisory roles, Vercaemert serves as President and CEO of Valta, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Andrew Harpp is a Series 66-licensed financial advisor at Wells Fargo Advisors with 17 years of industry experience. He previously worked at LPL Financial LLC for six years and UBS Financial Services Inc for seven years. Based in Charlotte, NC, he joined Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Edward Conway is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. His credentials include Series 63 and Series 65 licenses. Conway is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.