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.

Charles Ball is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Jonathan Dean is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at The Vanguard Group and multiple self-employed engagements. Outside of advising, he contracts for a marketing agency focusing on geofencing campaigns and works as a contracted delivery driver. Vanguard Advisers provides 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 approach using proprietary models to create personalized, tax-aware portfolios mainly composed of Vanguard funds and ETFs.

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.

Matthew Hepner is a financial advisor at Vanguard Advisers with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard marketing entities and The Vanguard Group since 2014, as well as Bird from 2018 to 2020. 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 primarily from Vanguard funds and ETFs, offering extensive customization and tax-aware features.

Jerry Inman is a financial advisor at Merrill with 29 years of industry experience. He has worked at Merrill since 2018 and was previously with LPL Financial Services for 13 years. Inman serves as a board member for the Coach Ron Axselle Scholarship, a charitable organization in Richmond, Virginia. 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 individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Henry Ighile is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Based in Charlotte, NC, he is also engaged in non-investment-related activities including work as a sales agent for Genesis Auto Broker, LLC, and contracted delivery and transportation services. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Julian Busby is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds the Series 66 designation and has worked previously at United Planners' Financial Services and Carolina Financial Partners. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and primarily invests through Vanguard funds and ETFs.

John Pierre is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at LPL Enterprise Holdings, Prudential Insurance Company of America, and Raymond James & Associates. Vanguard Advisers provides 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, utilizing proprietary models and mainly Vanguard funds and ETFs to construct portfolios with various customization options.

Nicholas Zeiser is a CFP®-certified financial advisor with nine years of industry experience, currently with Vanguard Advisers since 2017. Prior to joining Vanguard, he worked at Camp Gladiator, Inc. and Luxe Valet Inc. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through its digital platform and team servicing model.

Brian Smith is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Vanguard Advisers in Charlotte, NC. His prior roles include positions at Ameriprise Financial Services, Smith & Associates, and Wythe County Public Schools. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a mix of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs and manages a large client base supported by over 2,200 advisors.

Kimberly Kaylor is a financial advisor with Raymond James Financial, holding a Series 66 designation and 16 years of industry experience. She previously worked at LPL Financial for 11 years before joining Raymond James in 2024. Kimberly is also involved with Williamson Wealth Group, a non-investment-related support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis, firm research, and a network of affiliates to support tailored client solutions.

Tammy Gilley is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 1997. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, serving clients with advisory, brokerage, and insurance solutions.

Jonathon Lynn is a CFP® with 23 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has held roles at The Vanguard Group and Vanguard Marketing Corporation since 2011. Outside of his advisory work, he is the owner of Chicken Dude, LLC, a real estate business. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Shanaya Davis is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at Vanguard since 2010 and was previously with Keller Williams Realty from 2013 to 2017. Outside of her advisory role, she is engaged in a sales position unrelated to investment activities. 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 asset allocations primarily composed of Vanguard funds and ETFs.

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.

Jonathan Wormley is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2016. He has worked within various Vanguard entities since 2012, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large scale of client relationships through a combination of digital delivery and advisor support.

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.