Anthony Perrotta is a financial advisor with Merrill in Charlotte, NC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. 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 strategies for a range of individual and institutional clients.

Joseph Lipe is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Robert W. Baird since 2013. Lipe serves as the investment committee chairman for the Randall B. Terry Foundation, a charitable organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

John Tyers is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at AdvisorEngine/Templeton, Wealth Frameworks LLC, and Citizens Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm uses research and analytics from Wells Fargo Investment Institute alongside third-party databases, applying diversification and modern portfolio theory to investment evaluations.

Carter Straub is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Charlotte, NC. He has been with Wells Fargo Clearing Services since 2025. Outside of his advisory role, he has business interests including founding Real LLC and previously worked at Yianni's Taverna. 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, incorporating research from Wells Fargo Investment Institute and third-party resources.

Lauren Hall is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

William Thomas is a financial advisor at UBS Financial Services in Charlotte, NC, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions to clients’ goals and risk tolerances.

Edwin Garcia is a financial advisor with Merrill based in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Roman Moriarty is a CFP® professional with four years of industry experience, currently associated with LPL Financial in Charlotte, NC. His background includes roles at Ameriprise, UBS Financial Services, and The Vanguard Group. Outside of finance, he operates a small business selling car stickers and works as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies across various asset classes.

Garrett Wilson is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and also operates Wilson Financial Group, LLC. His background includes roles at Heister Wholesale Parts, Campbell University, and Gaston Christian School. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing a range of portfolio management options and institutional resources.

Yvette Mills is a financial advisor at Fidelity with 20 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at TIAA-CREF and Procurement & Contract Services Solutions (PCSS). Outside of her advisory role, she serves as a board member of the Jamaican American Cultural Association and acts as a financial officer for PCSS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

David Weaver is a CFA® charterholder and Series 63 licensee with 10 years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with marine services and boat sales firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives.

Mai Lee is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations with 23 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mai worked at LPL Financial for seven years and held positions at BB&T Investments and BB&T Securities. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.

Matthew Dimitrijevs is a Financial Consultant at Fidelity, where he collaborates with clients to develop personalized financial plans that align with their goals. His work focuses on retirement planning, investment management, and assisting clients with various financial decisions, aiming to provide clear and approachable guidance. Matthew has held roles including Investment Consultant at Fidelity Investments from 2024 to 2025, Lead Financial Advisor at Pavlov Financial Group from 2023 to 2024, and Financial Services Representative at Northwestern Mutual from 2021 to 2022. His professional experience spans multiple facets of financial advising and client service. Outside of his professional work, Matthew has interests in food, football, golf, pets, and traveling.

Aidan Doherty is a financial advisor at Merrill with a Series 66 designation. He has worked with Merrill since 2023 and has held previous roles at Waters Wealth Consultants, Bank of America, and Jones Meade and Associates. His experience also includes positions outside of financial services, such as roles at Eddie Bauer and Virginia Tech. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Mciver Jr. is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2019 and previously held roles at BB&T Securities, LLC, BB&T, and BBTIS from 2016 to 2019. Outside of his advisory work, Leslie serves as a board member of a church-related foundation. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ericka Robinson is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Outside of her advisory role, Robinson also works part-time as a delivery driver for Uber Technologies Inc. and DoorDash Inc. 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 various institutional investors.

Robert Tancredi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Andrew Kaplan is a financial advisor with Merrill based in Charlotte, NC, holding Series 65 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1998 and associated with Bank of America since 2009. Outside of his advisory work, he has a hobby of making and selling pottery, which he has pursued since he was 13 years old. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.