Matthew Marks is a financial advisor with Wells Fargo Advisors in Charlotte, North Carolina, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services. Outside of his advisory work, he is the proprietor of You Matter Daily, a recreation-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of investment and financial planning services. The firm provides tailored recommendations using in-house research and planning tools, offering a broad range of planning options that clients may implement through brokerage or advisory programs.

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.

Alexander Gruss is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at GoHealth and Walgreens. Gruss is based in Fort Mill, SC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Aquil Naeem is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with LPL Financial since 2016, including its affiliated entities, and previously spent two years with Stratos Wealth Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research and model portfolios from multiple sources.

Dong Hahn is a financial advisor at Edward Jones with 16 years of industry experience. He has held prior roles at New York Life and TIAA-CREF, and has entrepreneurial experience through Hahndo, Inc. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 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.

Ernest Mathis is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Fort Mill, SC, and serves on the finance committee of the First Baptist Church in Fort Mill, where he participates in investment decisions for church funds. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services, supported by a network of more than 23,700 advisors and 15,000 branches nationwide.

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.

David Semelsberger is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, third-party subadvisors, and research.

Jesse Noblett is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial LLC since 2017. Outside of his advisory work, he participates in a Q&A chat app called Superfy, where he answers questions about life and the world. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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.

Brian Almeida is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following previous roles at Brighthouse Securities and MetLife Investors Distribution Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Karl Williams is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, he worked for nine years at Infinex Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, and institutions. The firm provides various advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Roger Wiltse is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, Wiltse serves as a football official in Charlotte, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.