Wesley Alim is a financial advisor at Edward Jones with 15 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Morgan Stanley, The Vanguard Group, Adhesion Wealth, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets under management.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Security First Insurance and DeBary Country Club, as well as varied positions before entering the advisory field. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Lauren Fink is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Digijaks Group and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Yolanda Wilson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Sharonview Federal Credit Union and LPL Financial. Outside of her advisory work, she owns Uniquely Gift'd, a retail gifting business. Wells Fargo Clearing provides retirement plan consulting for 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Wimer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he and his team provide a wealth management plan centered around the client and their family, employing a concierge service model supported by the resources of Merrill and Bank of America. Daniel specializes in serving high-income clients with increasing financial complexity, focusing on tax-smart investing and wealth management planning. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Temple University's Fox School of Business and completed the CFP® Educational Program at Wake Forest University School of Professional Studies. His expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, women and wealth, tax minimization, and retirement income. Daniel lives in Fort Mill with his wife and their three children. His personal interests include cooking, spending time with family and friends, exploring Charlotte's food and drink scene, playing and practicing golf, traveling to the west coast, and following sports such as the PGA Tour and his hometown Steelers.

Adam Taff is a financial advisor at MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation with 14 years of industry experience. He has been with MassMutual and its affiliated entities since 2011. Outside of his advisory role, he is involved in consulting on executive benefits recordkeeping and compliance through RFG Consulting, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that incorporate firm-approved analytical tools.

Adam Bohlen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Financial Resources Group, Infinex Investments, Inc., and earlier service at LPL Financial. Outside of advisory work, he was involved with Ming Entertainment Group LLC and operated Curves For Women for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of investment programs and incorporates both discretionary and non-discretionary management strategies, supported by research and operational tools.

Michael Lenahan is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2017 and previously worked at the University of North Carolina at Chapel Hill from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Toni Clarke is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Michelle Heide & Associates and Ameriprise Financial Services, Inc. from 2013 to 2019. Outside of her advisory role, Clarke is a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Joseph Marano is a financial advisor at Edward Jones in Matthews, NC, holding a Series 66 designation with 12 years of industry experience, all spent at Edward Jones since 2014. He serves as a board member for Mount Moriah Church's child development center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Salvatore Bria is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with clients to develop sound financial plans aimed at improving their financial futures, supported by Fidelity's client-focused culture and extensive tools and resources. His approach involves collaborating with clients to achieve their financial goals, a process he finds personally satisfying. Salvatore has accumulated extensive experience in the financial services industry, with roles including Wealth Management Advisor at TIAA from 2013 to 2020, Planning and Guidance Consultant at Fidelity Investments from 2011 to 2013, Workplace Consultant at Diversified Investments from 2010 to 2011, Financial Advisor at Valic from 2009 to 2010, and Tax-Exempt Retirement Consultant at Fidelity Investments from 2006 to 2009.

Stacey Pickard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Fidelity in 2025, she worked for the Teachers Insurance and Annuity Association from 2013 to 2024. Outside of her advisory role, she is authorized as a signer for LPD Construction LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving as an advisor to multiple registered investment companies and utilizing systematic methodologies and long-term asset allocation benchmarks.

Mark Estante is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with LPL Financial since 2011 and worked at Merrill from 2011 to 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Richard Dunstan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior work includes over a decade at LPL Financial Corporation and various roles within Cetera-affiliated firms since 2020. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers across multiple program structures.

Christopher Lecroy is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lecroy is a co-owner of a business entity called Upstate SC Flyers LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisors.

Matt Domaszewicz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional plans.

Justin Haynes Watkins is a financial advisor with LPL Financial based in Fort Mill, SC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been associated with Uvest Financial Services Group, Inc. since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by various investment strategies and technology tools.

Quinn Semling is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2018, Quinn worked for three years at Pearlz Oyster Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Julie Thomas is a financial advisor at Edward Jones in Weddington, NC, holding Series 63 and Series 66 licenses with four years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Thomas serves as a board member of the Union County (NC) Library Board of Trustees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.