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.

Edward Busch is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Vanguard in 2025, he worked at Equitable Advisors, New South Wealth Management, Cambridge Investment Research, Tata Consultancy Services, and Prudential. 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 deliver personalized asset allocations and offers a wide range of customization options through predominantly Vanguard funds and ETFs.

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.

Jennifer Sims is a financial advisor at Vanguard Advisers with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various roles including positions at Walmart, Food Lion, and self-employment prior to joining Vanguard Advisers. She is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to asset allocation and constructs portfolios mainly from Vanguard funds and ETFs, offering a range of customization options including tax-aware strategies and ESG exposure.

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.

Christopher Hord is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, and The Vanguard Group. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 with a focus on research-driven investment selection and a broad range of financial products through affiliated entities.

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.

Ian Flores is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services and TLEAF Gallery, an art-related business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

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.

Nicholas Thomas is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard since 2020, including roles at Vanguard Marketing Corporation and The Vanguard Group, and previously worked at Edward Jones and Cleveland Clinic - Akron General. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a large advisory team.

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.

Jazlynn Torres is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with The Vanguard Group since 2018. Her prior work includes roles at Waterbean Coffee, Hantzmon Wiebel LLP, Lowe's Home Improvement, and James Madison University. 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 tax-aware features and customization options.

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.

Shameka Roberts is a financial advisor at Vanguard Advisers with seven years of industry experience. She holds the Series 66 designation and has worked at Vanguard since 2021, following prior roles at Wells Fargo and Edward Jones. Outside of her advisory role, she is a managing partner of FCF Logistics LLC, a freight transportation business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios primarily composed of Vanguard funds and ETFs.

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.

Kate Krauser is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 65 and Series 63 licenses and has one year of industry experience. Outside of financial services, she works as a babysitter through Bambino Technologies. 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 through a network of over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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.