Christopher Bryan serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing strategic financial advice with a focus on retirement and exit strategies, tax efficiencies, and employee benefit plans. His client base includes business owners, individuals, and institutional clients across Pennsylvania and nationwide. With over 20 years of diverse financial experience, including corporate accounting, mergers and acquisitions, and commercial real estate, Christopher applies a broad perspective to wealth building and retirement readiness. He emphasizes the formulation of asset, lending, liquidity, tax, and risk strategies aimed at optimizing clients' financial outcomes. Christopher collaborates regularly with clients' CPAs and attorneys to coordinate tax minimization, exit planning, and estate strategies throughout the year. Christopher holds two Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. He holds several professional designations such as Certified 401(k) Professional, Certified Exit Planning Advisor, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Outside of his professional work, Christopher serves as treasurer on the board of Project 440, where he mentors young musicians and teaches financial literacy to underserved youth and families in the Philadelphia area.

Janay Donaldson is a financial advisor at Ameriprise with 10 years of industry experience and holds Series 65 and Series 63 licenses. Prior to joining Ameriprise, she worked at LPL Financial, The Vanguard Group, and TIAA, and is also involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Joseph Haney is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked with Thompson Wealth Group and at Raymond James Financial Services, Inc. Outside of his advisory role, Haney is associated with Thompson Wealth Group as a non-investment related support advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Mohammed Abdelaziz is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm’s investment decisions are guided by a centralized policy committee using quantitative and qualitative research to construct diversified portfolios.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Keith is a financial advisor at Merrill with Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2008, based in Charlotte, NC. 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, and institutional investors.

Kristopher Margerum is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Digital Intelligence Systems LLC and Massanutten Resort. 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 uses research and analytics to support its investment approach and provides a broad range of brokerage and advisory solutions.

Stephen Nett is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Charlotte. He began his financial services career after graduating from the University of Georgia in 1994, initially working as a floor broker on the trading floors of The Chicago Board of Trade. In 2002, Stephen transitioned to wealth management by joining Merrill Lynch in Charlotte, where he has focused on helping clients achieve their financial goals. Stephen holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. He and his wife Raili have lived in Charlotte for over two decades and are raising their two daughters, Kennedy and Finley. Stephen emphasizes the privilege and responsibility of assisting clients in financial success as a key motivation in his work.

Patrick Powers is a financial advisor with LPL Financial based in Charlotte, NC, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Waddell & Reed, INC. for 12 years and has been involved with organizations such as the Rotary Club of Ballantyne, where he served as a speaker coordinator, and BNI Professional Connections as a power team coordinator and vice president. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits, offering a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Michael Holdenrid is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Nationwide Securities LLC and Nationwide Insurance. Outside of his advisory role, he is president of Caden Wealth Management, LLC, and operates as an independent insurance agent through Holdenrid Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.

James Rodgers is a financial advisor with Merrill in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior experience includes roles at Bank of America, B. Riley Wealth Management, National Securities Corporation, and Equitable Advisors. Outside of his advisory work, Rodgers is licensed as a life insurance and annuity agent with B. Riley Wealth Insurance. 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, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Conor Miller is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at RetireOne, Inc., EF Legacy Securities, Jackson National Life Distributors LLC, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Okwuchi Uhiara is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including AllState Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Dante Sammarco is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 credential and has worked at several firms including VALIC Financial Advisors and Lighthouse Planning Consultants. Outside of his advisory role, he serves as a sports league official for local YMCA soccer and basketball leagues in Charlotte, NC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Barbero is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has also been associated with Primerica Financial Services since 1992. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products as well as loan products from affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Benjamin Weiskopf is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has been with Wells Fargo Clearing Services since 2025 and has a background that includes ten years at Chapman University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Alexander Mc Laughlin is a Series 66-licensed advisor at Merrill with less than one year of industry experience. Prior to joining Merrill, he held roles at the University of Kentucky and North Carolina State University and was self-employed for two years. 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 institutional investors.

Arnold Solalinde is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Best Buy, and Cracker Barrel. 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.

Luis Barrera is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank NA, Fidelity Investments, and Truist Advisory Services. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.