Jose Amaya Crespo is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63, 65, and 66 licenses and three years of industry experience. His prior roles include positions at the Internal Revenue Service, Texas Comptroller of Public Accounts, and Fidelity Investments. 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 with portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-aware features.

Christopher Bryan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in assisting business owners, executives, and successful families. He focuses on retirement planning, exit planning, tax-smart wealth strategies, employee benefit plans, alternative investments, and liquidity management. Drawing from over 30 years of experience across corporate accounting, mergers and acquisitions, commercial real estate, retirement planning, and wealth management, Chris brings a comprehensive perspective to his clients' financial and business challenges. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. His professional designations include Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CkP), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He collaborates closely with clients' CPAs and attorneys to coordinate tax, estate, retirement, and exit-planning strategies, emphasizing proactive, year-round planning to improve financial outcomes. Outside of his professional role, Chris serves as Treasurer of Project 440, an organization dedicated to mentoring young musicians and promoting financial literacy among underserved youth and families in the Philadelphia region. He shares his time between the Philadelphia and Los Angeles markets, serving clients across 21 states.

Janay Donaldson is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 65 and Series 63 designations. Prior to joining Ameriprise, she worked at LPL Financial, The Vanguard Group, and TIAA. Outside of finance, she is involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm uses proprietary research and third-party data to support its recommendations, which emphasize tax-aware withdrawal strategies and dependable income sources.

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 Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Fisher Investments in 2026, he worked at Equitable Distributors, LLC for six years and held roles at American Income Life and other firms. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to manage diversified portfolios and employs tax-aware strategies and defensive tactics to manage risk.

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 at Wells Fargo Clearing with five years of industry experience. He holds the Series 66 designation and has worked concurrently at Digital Intelligence Systems LLC since 2021. His prior roles include positions at Massanutten Resort, James Madison University, and Augustine Golf Club. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with professional and community organizations such as BNI Professional Connections and the Rotary Club of Ballantyne, where he has served as speaker coordinator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products.

Michael Holdenrid is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Nationwide Securities LLC, Nationwide Insurance, Vision Capital & Management, and FSC Securities Corporation. Outside of his advisory work, he is president of Caden Wealth Management, LLC, an independent insurance agent, and serves as an advisory representative of a registered investment advisor. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary and third-party model strategies.

James Rodgers is a Client Experience Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and to introduce them to financial solutions available through Merrill and Bank of America. His focus is on helping clients identify what matters most to them and their families in order to develop strategies aimed at pursuing their financial goals. James holds a Bachelor's Degree and a Juris Doctorate Degree from the University of Alabama System. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), and Personal Investment Advisor (PIA).

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 Series 63 and Series 66 credentials and 11 years of industry experience. Prior to joining Fidelity, Uhiara held positions at 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 combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of multi-manager funds, use of systematic methodologies, and advisory roles to registered investment companies.

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 in Huntersville, NC, holding Series 65 and Series 63 credentials and bringing 15 years of industry experience. He has been associated with PFS Investments, Inc. since 2011 and with Primerica Financial Services since 1992. Outside of advisory roles, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors is a firm serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm delivers advisory services via a large network of advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

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 in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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.