Clayton Wise is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Axa Advisors, the Levine Jewish Community Center of Charlotte, Red Ventures, and the University of South Carolina. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory programs, emphasizing client-specific risk assessment and customized investment solutions.

Asheli Hamby is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at The Vanguard Group, Merrill Lynch, and TD Bank. Wells Fargo Advisors is a national securities firm providing 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 supported by research and analytics from Wells Fargo Investment Institute.

Richard Johnson II is a Series 66 licensed financial advisor with LPL Financial, based in Fort Mill, South Carolina, with 7 years of industry experience. He has previously worked at Merrill and Bank of America, N.A. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Glykeria Kalogeromitros is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has experience working at Merrill and has also been involved with the UNC Kenan-Flagler Business School and the University of North Carolina at Chapel Hill. Outside of her advisory role, she was associated with Blue Bay Seafood Restaurant for five 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. The firm serves individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Noah Arita is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. His prior roles include positions at First Citizens Bank, First Horizon Advisors, and Bank of America. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by centralized operational and custody arrangements.

Ezio Palomeque is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in offering personalized wealth management strategies tailored to his clients' unique needs, helping bridge the gap between their current financial situations and future aspirations. His expertise encompasses a wide range of areas including retirement planning, estate planning services, risk management, tax minimization strategies, and investment management. Mr. Palomeque focuses on client areas such as family wealth management strategies, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and retirement income. He holds a Bachelor of Science degree in Business Administration and Finance from East Carolina University. Additionally, he has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Fluent in English and Spanish, he brings accessible and knowledgeable service to his clients. Outside of his professional work, Mr. Palomeque dedicates time to community involvement, including participation with the Hearts For The Invisible Charlotte Coalition. His personal interests include boating, camping, cooking, football, reading, travel, and spending time with his family.

Scott May is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large team of advisors and uses research-driven approaches including diversification principles and modern portfolio theory.

Frank Abel IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes seven years at Commonwealth Financial Network and over two decades at The Ferrucci Company. He has a fixed insurance sales business located in Essex, Connecticut. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

Deena Wilson is a financial advisor with LPL Financial in Fort Mill, South Carolina, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining LPL in 2018, she worked with Foresters Advisory Services and Foresters Financial Services from 2016 to 2018. Outside of her advisory role, she is an independent nail stylist. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, and institutional platforms, supporting advisors with research and technology tools, and overseeing over $819 billion in discretionary assets.

Adam Casper is a CFP® professional with 11 years of industry experience, currently associated with LPL Financial. His prior work includes roles at Commonwealth Financial Network and Edward Jones. He is also a co-owner of Weller Group LLC, a private entity engaged in securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jonathan Hill is a financial advisor at LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles in education and business, including four years at Hobart and William Smith Colleges and Whits Frozen Custard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services supported by a large network of investment adviser representatives and offers diverse investment strategies alongside various financial products and institutional platforms.

Bryan Recca is a CFP® professional with five years of industry experience currently affiliated with LPL Financial. His prior roles include positions at The Vanguard Group and Mosaic Pediatric Therapy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services utilizing both proprietary and third-party investment strategies, supported by extensive technological tools and a broad network of over 22,800 advisors.

Luigi Pecorino is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including LPL Financial and Cadaret Grant & Co., Inc. Prior to joining Ameriprise in 2025, he spent seven years at LPL Financial, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Smith is a financial advisor with LPL Financial holding a Series 65 license and less than one year of industry experience. His prior roles include positions at Commonwealth Financial Network, Conestoga Wealth Partners, and California Consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Philip Burke is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with more than 14,000 financial advisors. The firm provides both brokerage and advisory solutions, utilizing research and analytics to support portfolio construction and retirement planning.

Christopher Murray is a CFP® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior experience includes roles at Commonwealth Financial Network, Sierra Pacific Wealth Advisory Group, Mutual Securities Inc, Private Wealth Advisors, LLC, and Principal Financial Services. Murray is also the owner of Sierra Pacific Wealth Advisory Group, Inc., a private RIA facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing various strategies and resources across its extensive network of advisors.

Karin Conroy is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity in 2023, she worked at Merrill from 2018 to 2023. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds, ETFs, and fund-of-funds.

Sarah Marshall is a Series 66-licensed financial advisor with 14 years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at Dtcc and Raymond James. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting advisory strategies through both proprietary and third-party resources.

Adam Snelling is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he is involved with Realty Benefit Services as a sales associate. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charities, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes tailored advisory models implemented via third-party providers and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

William Pherson is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked for Commonwealth Financial Network for 12 years before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.