Franklin Mcelroy is a financial advisor with Kestra Advisory in Cornelius, NC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He is co-owner and manager of BMH Investment Group, LLC, and serves as a board member for Beers & Burpees and the CLT Foundation, both of which support charitable events in the Charlotte area. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, vendor searches, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a broad range of third-party managed solutions and complex investment products.

Tod Wells is a CFP® professional with 33 years of industry experience. He has worked at \u0026Partners since 2024 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells is a partner in DWM, LLC, a pass-through entity related to an equity buyout and office build-out. \u0026Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, utilizing both proprietary and third-party strategies, and operates as both a registered investment adviser and broker-dealer.

Max Bozymski is a financial advisor at TIAA-CREF in Charlotte, NC, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining TIAA-CREF, he worked at Vanguard Marketing Corporation and has a diverse professional background including roles in education and corporate settings. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm operates a fiduciary advisory model with varied service scopes and offers both model-based and customized portfolio management.

Stephen Marshall Jr. is a financial advisor at TIAA-CREF in Charlotte, NC, holding a Series 66 designation with four years of industry experience. His prior work includes positions at Wells Fargo Clearing Services, Wells Fargo Bank, and AT&T. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between one-time planning services and ongoing discretionary management, offering customized portfolio management alongside model portfolio options.

Corie Basham is an advisor at Fifth Third Securities, Inc. with Series 63 and Series 65 credentials and no prior industry experience. She has worked at Fifth Third Bank since 2020 and previously held roles at Randstad and Enterprise Rent a Car. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs via the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services that include mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Christopher Connor is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Scottrade. Connor is based in Charlotte, NC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with connections to TIAA-administered employer retirement plans. The firm separates standalone planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while providing a range of managed account programs.

Matthew Fortenberry is a financial advisor with Equitable Advisors in Denver, NC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Prudential and Wells Fargo Clearing Services. He also operates Alpha Omega Financial, LLC as a separate business activity. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, insurance distribution, broker-dealer services, and access to third-party asset management programs. The firm emphasizes a dual-registered model and works extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

John Knolhoff is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has 19 years of industry experience, including 15 years with The Vanguard Group. Knolhoff serves as an agent on family members' investment accounts. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, supported by a large-scale digital platform and a team servicing model.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Daniel Copeland is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and 66 licenses and having six years of industry experience. He has been with The Vanguard Group since 2020, following earlier roles in brokerage services and various positions including work in the hospitality and entertainment sectors. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supporting a large client base through its digital platform and extensive team of advisors.

Hyun Paik is a financial advisor with Vanguard Advisers, holding a Series 66 credential and five years of industry experience. Prior to joining Vanguard Advisers, Paik worked at Fisher Investments and Fidelity Brokerage Services. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Caleb Wyckoff is a financial advisor with Merrill in Concord, NC. He holds a Series 66 designation and has three years of industry experience, including roles at Bank of America N.A. and Merrill since 2023, as well as seven years at Harris Teeter. 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 that includes individuals, high-net-worth clients, and institutional investors. The firm integrates its services with Bank of America’s platform, providing access to a range of investment products and related financial services.

Elaine Turner is a financial advisor at Vanguard Advisers with five years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2020. Outside of finance, she has been employed as a nanny providing child care services. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of over 2,300 advisors.

Laura Spivey is a Series 66-licensed financial advisor with Edward Jones, based in Cornelius, NC. She has three years of industry experience, including prior roles at Movement Mortgage. She has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Adrienne Gonzalez is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2021. Prior to Vanguard, she held roles at Equitable Advisors, AXA Advisors, and Auto-Owners Insurance. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach centered on personalized asset allocations and a range of customizable portfolio options.

David Hahl is a CFP®-designated financial advisor with Edward Jones in Cornelius, NC, where he has worked since 2010. He has 15 years of industry experience. Outside of advising, he is involved in managing rental properties through several real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive advisor network and affiliated capabilities such as a trust company and securities-based lending.

Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

John Abdelmalak is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Vanguard Advisers since 2025 and has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he is the owner of Elect, LLC, though this business is not currently active. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized, largely Vanguard fund-based portfolios, serving a large client base through a combined digital and team servicing platform.

Jason Smith is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Vanguard and its affiliates since 2014 and is currently self-employed as an author, engaging in book writing, public speaking, and recording art. Vanguard Advisers delivers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, offering tax-aware and customizable options.

Amy Sigmon is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. 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.