David Van Glish is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been assisting clients with complex financial decisions since 2006, focusing on comprehensive wealth management strategies tailored to individual goals. David's expertise includes portfolio construction, retirement planning, education funding, and coordination with clients' legal and tax advisors on estate planning. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His credentials are supported by Series 7 and 66 FINRA registrations, as well as Life, Health, and Long-Term Care insurance licenses. He earned a bachelor's degree from Emory University and both a master's and doctorate from the University System of Georgia. Prior to joining Merrill, he had a career in the textiles industry. David is active in the Charlotte community, serving as a solicitor for the Jewish Federation of Greater Charlotte and is an alumnus of Leadership Charlotte. He enjoys spending time with his wife and three adult children.

Paige Brenner is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Foot and Ankle Associates and has experience in both educational and hospitality settings. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment committee resources. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Robinson Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Edward Jones. Outside of his advisory role, he is the owner and operator of JDADDY Hauling, a small business involved in hauling away yard material and oversized household objects. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets with more than 10,000 advisors.

Aaron Murphy is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He focuses on helping clients uncover their priorities to create strategies aimed at pursuing their financial goals. Aaron's expertise includes executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works with families to build certainty and confidence in their financial lives. He holds a Bachelor's Degree from Queens University of Charlotte and a High School Diploma from Myers Park High School. Outside of his professional career, Aaron enjoys activities such as chess, golfing, hiking, music, pickleball, rock climbing, running, and spending time with his family.

Monique Ryan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has previously worked with Pruco Securities, LLC, and Prudential Insurance Company of America. Additionally, she is active as an insurance agent in Fort Mill, SC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning and investment management through a network of independent Financial Professionals. The firm employs a range of investment strategies and platform options, including proprietary and third-party models, with services tailored to client objectives.

Thomas Berger is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill since 1993. Berger also serves as treasurer for KingDaddy-Musical Group, a for-profit LLC unrelated to investing. Merrill, alongside 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 and institutional clients.

Lisa Balducci is a financial advisor at Merrill with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Woodbury Financial Services, HSBC Securities, and M&T Securities. 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.

Matthew Harris is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience at Workpath and CLA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jordan Brown is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Northwestern Mutual. Outside of advising, Brown owns a fitness planning business and serves as a First Private in the U.S. Army National Guard. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large, integrated operational structure.

Jasmine Sehgal is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on delivering tailored wealth management strategies to high net worth families, particularly within the Asian Indian community. With over a decade of experience in the financial services sector, she provides expertise in areas including estate guidance, insurance planning, wealth transfer, tax minimization, and liquidity management. Jasmine's client services also extend to corporate executives, employee benefits planning, executive compensation, and small business strategies. She holds a Bachelor's Degree from Amity University and a Master's Degree from the University of Glasgow. Jasmine is a Personal Investment Advisor (PIA) and actively participates in professional organizations such as the Charlotte Latin American Chambers, Charlotte Indian American Business Owners, Charlotte Indian Professionals, E-WOMEN, and NABOW. Outside of her professional commitments, Jasmine is involved in community volunteering and has interests in dancing, interior decorating, singing, traveling, and yoga.

Daniel Vey is a CFP®-certified financial advisor with Edward Jones in Charlotte, NC, where he has worked since 2001, accumulating 24 years of industry experience. His credentials include Series 63 and Series 66 licenses. Outside of his advisory role, he manages an office rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Jessie Mccollough is a financial advisor at Morgan Stanley in Charlotte, NC, with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First Citizens Investor Services and First Citizens Bank in various roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market-return modeling.

Steven Sovde is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Cambridge in 2017, he worked at Lincoln Financial Securities Corporation from 2015 to 2017. He is also an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of solutions from direct portfolio management to model-based strategies.

Austin Wertz is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in delivering personalized wealth management strategies tailored to clients' unique financial situations and goals. Austin emphasizes a comprehensive approach that begins with understanding clients and their families, enabling him to develop flexible strategies aligned with changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to address a broad range of financial needs. His areas of focus include managing new wealth, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, and retirement income. Austin holds a Bachelor's Degree from the University of South Carolina System and an MBA from Robert Morris University Illinois. He maintains the Personal Investment Advisor (PIA) designation. Committed to community involvement, Austin follows Merrill’s tradition by volunteering with local organizations. Outside of his professional work, he has interests in football, tennis, and writing.

Jeremy Zitting is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. He has been with Charles Schwab since 2011 and has also worked at Charles Schwab Bank SSB since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services, offering both non-discretionary and discretionary investment management options.

Earl Windell III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group, as well as experience in tax and small business services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies including AI in portfolio management.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Securities, LLC for 18 years and HSBC Securities (USA) Inc. for three years prior to joining J.P. Morgan. He is based in Charlotte, NC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Mary Murphy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and over 25 years of industry experience. She has been with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Outside of her advisor role, she serves as treasurer for a local support group focused on alcoholism and works as an independent consultant selling beauty and health products. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to provide diversified investment solutions and offers a range of brokerage and advisory services.

Katherine Leszcynski is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has worked within various Wells Fargo entities since 2012, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with banking, lending, and other financial products.

Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.