David Heiligenthaler is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Firms including Securities America and First Allied Advisory Services. He also operates DHFS Wealth Management, a business related to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services delivered through a large network of investment adviser representatives.

William Dana II is a financial advisor with Edward Jones in Mooresville, NC, holding Series 66 and Series 63 designations and 24 years of industry experience. His prior roles include positions at LPL Financial, Infinite Wealth Advisors LLC, W&S Brokerage Services, Western & Southern Life, and SagePoint Financial. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm is notable for its large advisor and branch network and maintains affiliated capabilities beyond advisory services, including trust services and securities-based lending.

Llnon Slossberg North is a financial advisor with Ameriprise who holds a Series 66 designation and has 23 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he is a managing partner of Slossberg, North & Associates LLC, which handles practice management expenses. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Lalor is a Series 66-credentialed financial advisor with Merrill in Denver, NC, with 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor is also an inactive Ready Reserve Captain in the United States Marine Corps. 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 a range of individual, institutional, and charitable clients.

William Bracken is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 30 years of industry experience, including over 10 years with Cambridge and more than three decades operating Bracken Financial, Inc., where he is also an independent insurance agent selling fixed annuity and long-term care products. Cambridge Investment Research Advisors serves a wide range of clients such as individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using various portfolio management strategies and platform arrangements tailored to client objectives.

Heath Prior is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes 13 years at Lincoln Financial Securities Corp prior to joining Cambridge Investment Research Advisors in 2022. In addition to his advisory role, he serves as president and owner of Prior Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management approaches and custody platforms.

Edwin Gresham is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and consulting services.

Brandon Schlesinger is a Private Wealth Advisor with over 20 years of experience in financial services. He has been a key member of The Oberheide-Schlesinger Group since 2007, focusing on asset manager selection, due diligence, performance measurement, and overseeing operational and compliance matters for the team. Prior to joining Merrill Private Wealth Management, Brandon served as a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. Brandon holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. He has earned professional designations as a Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). He has been recognized by Forbes Magazine as one of America's Top Next Generation Wealth Advisors during his eligibility years and was included in Forbes Top Wealth Advisors in 2023. Additionally, Brandon and The Oberheide Group were named to Forbes Magazine's Best-In-State Wealth Management Teams for 2024. He has also been a featured speaker at Forbes' 30 Under 30 and Barron's Top Advisory Teams Summits.

Bryce Moritz is a Financial Advisor at Merrill Lynch Wealth Management, based in the Lake Norman office. He works closely with families to improve their financial plans and help them take advantage of opportunities that align with their unique ambitions. His client focus areas include college education planning, family wealth management strategies, retirement income, tax minimization, and legacy planning among others. Originally from Baltimore County, Maryland, Bryce graduated from Clemson University in 2021 with a Bachelor's degree in Mathematics and a minor in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Bryce's professional philosophy centers on uncovering what matters to each family to create a strategy that pursues their financial goals. Outside of his professional work, Bryce enjoys sports such as basketball, football, tennis, and golfing, as well as playing chess and watching movies.

William Dagit Jr. is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at Osaic Wealth since 2023. Prior to that, he spent over two decades at Royal Alliance Associates and has managed Lakeside Financial Services, LLC since 2001. In addition to advising on investments, he provides tax consultation and preparation services through his CPA practice. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various asset-allocation tools and third-party platforms to deliver customized portfolio management solutions.

Amanda York is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at multiple Cetera entities since 2025 and previously held roles at U.S. Bank, Merrill, Northwestern Mutual Investment Services, and State Farm. Outside of finance, she works part-time as a server at a restaurant. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures, with access to affiliated and third-party managers.

Jerry Inman is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Lpl Financial Services for 13 years before joining Merrill in 2018. Outside of his advisory role, he serves as a board member for the Coach Ron Axselle Scholarship, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, employing strategic and tactical asset allocation with various implementation options.

Sarah Frimel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Sarah has a beneficial interest in a family-owned real estate LLC but does not have an active role in its operations. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Kaylor is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Kaylor is also involved with Williamson Wealth Group, a support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through advisory programs and a broad advisor network.

Barbara Witteborn is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at Yadkin Wealth, Securities America, Inc., First National Bank of PA, and Cetera Investment Services LLC. She is also involved in fixed life insurance sales outside of Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform with discretionary and non-discretionary options.

Scarlett Chapman is a Financial Advisor at Merrill Lynch Wealth Management. She serves a diverse clientele, including business owners, executives, families, and individuals, focusing on complex financial needs to help clients manage their wealth effectively and regain valuable time. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, as well as individual and corporate investment strategy, tax minimization, retirement income, and wealth strategies for women. Scarlett holds a Personal Investment Advisor (PIA) designation and earned her Bachelor's degree from the University of Mississippi. Outside of her professional role, Scarlett is involved in the Rotary Club of Greater Statesville and serves as Volunteerism Chairwoman for the Merrill Lynch Charlotte Women's Exchange. Her personal interests include cooking, gardening, golfing, horseback riding, interior decorating, music, reading, singing, spending time with her family, and watching movies.

Lewis Daye II is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked within Wells Fargo’s affiliated firms since 2009. Outside of his advisory role, he is involved in residential rental property ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services tailored to client needs, with planning engagements typically discrete and utilizing proprietary research and tools.

Chaz Bailey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before taking on his current role in 2024. Prior to this, he held financial advisor positions at Consolidated Planning, Inc. in 2023 and Northwestern Mutual Wealth Management Company from 2021 to 2023. Chaz focuses on helping clients align their investment strategies with their goals through a collaborative approach centered on understanding and serving their unique needs. His professional experience spans multiple roles in the financial advisory field, providing him with insight into investment consulting and wealth management. Outside of his professional work, Chaz has personal interests that include biking, fitness, running, and swimming.

Charles Walker is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Primerica Advisors since 2007 and with Primerica Financial Services since 1997. Outside of his advisory role, he provides notary services in Charlotte. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment solutions.

Brett Stoner is a financial advisor with Wells Fargo Clearing, holding the CFP® and ChFC® designations and the Series 66 license. He has 14 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Brett co-owns a private investment holding company, LYGS Investments, with his spouse. 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 broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.