Jasmine Mason is a financial advisor at Merrill with 19 years at the firm and 11 years of industry experience. She holds the Series 65 and Series 63 credentials. Outside of her advisory role, she is the general partner and managing member of Bare Scentials LLC, a candle and craft business based in Charlotte, North Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a mix of model-based and discretionary investment strategies.

Joshua Holby is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held positions at Raymond James since 2020 and previously worked at Wells Fargo Clearing and Merrill. Outside of his advisory role, Holby is involved as a partner and owner in Legacy Holdings LLC, a rental real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports clients through various advisory programs.

Kelly Ryan is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation, OSAIC, Commonwealth Financial Network, and operated Kelly Ryan Financial. She is also involved in fixed insurance sales as part of her business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Stratford Kiger is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Prior to his current role, he was an owner and attorney at Kiger Law, PC for nine years and has been associated with Bank of America since 2019. He is involved in several charitable organizations, including serving on the fundraising committee for Women Executives for Community Service Inc and as co-chair of a fundraising campaign for Salem Academy & College. Merrill, along 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, and institutions.

Megan Otlowski is a financial advisor with Ameriprise in Virginia Beach, VA, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliate since 2012. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients primarily through Ameriprise-managed accounts.

Philip Salice is a financial advisor at Raymond James Financial with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Barings, Carousel Capital, and Harris Williams. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and also maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Basik is a financial advisor at Cetera with 38 years of industry experience and holds a Series 66 designation. He has been with Cetera Advisors LLC since 2013 and recently joined Cetera in 2024. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International, is a board member and finance chair for Hope Seeds, and chairs the finance and missions teams at Tree of Life Church. He is also involved in various community organizations including the US Military Academy Selection Board. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services using multi-manager platforms with discretionary and non-discretionary program options.

Sydney Corley is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 65 and Series 63 licenses and has been in the industry since 2023, with prior experience at Northwestern Mutual and other roles in enrollment programs and communications. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kimberly Estevez is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Sharon Miller is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 certifications and has been with Merrill since 2009. Outside of her advisory role, she serves as a board member for Trinity University’s Board of Visitors, participating in initiatives related to student body diversity and faculty recruitment. 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.

Dana Summers is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wachovia Bank, N.A. since 2008. 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.

Nicholas Langrall is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo since 2016, previously spending six years at Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions with research-driven investment approaches and serves a broad client base including pension and charitable organizations.

Maria Marks is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Wells Fargo Clearing since 2024. Her prior roles include positions at Door Dash and the Census Bureau. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

James Burt is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Intl Advisory Consultants Inc. and Synergy Investment Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to support investment decisions.

Robin Augustin is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2009. Prior to that, he was associated with Bank of America N.A. starting in 2004. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Henkel is a financial advisor with Raymond James Financial in Huntersville, NC, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Pinnacle Financial Partners. Outside of advisory work, he manages a rental property listed on VRBO in Davidson, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.

Alexander Hoffman is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has been with Vanguard since 2021 and previously coached hockey at Pineville Ice House. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that emphasizes personalized asset allocation and broad customization options.

James Sloan is a Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the College of Charleston. Details regarding his specific areas of expertise or community involvement have not been provided.

Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 a range of individual and institutional clients.

Michael Fayed is a CFP® professional with 27 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2018. His prior experience includes roles at Summit Financial Group, Capital Guardian Wealth Management, and Raymond James Financial Services. He serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.