Michael Stack is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. His background includes roles at Morgan Stanley and the Augusta National Golf Club. Outside of advisory work, he is involved with a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services.

Kelley Acosta is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill Lynch for 25 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 offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Brown Sr. is a financial advisor at OSAIC with six years of industry experience. He previously worked at Woodbury Financial Services and has owned an IT consulting company since 2001. In addition to his advisory role, he provides IT support and serves as an information security officer for affiliated firms. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios, utilizing quantitative tools and multiple advisory platforms.

Elizabeth Marquardt is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at the University of North Carolina at Charlotte from 2015 to 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Albert Stephens III is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at First Citizens Investor Services, First Citizens Bank, Bank of America, and Merrill. Stephens serves on the Gaston County Board of Education, where he participates in setting policy and operational guidelines. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy preparation, investment recommendations, performance reporting, and participant education. The firm acts as an ERISA fiduciary and offers discretionary investment management options, incorporating a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jennifer Godsey is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Merrill since 2009 and also maintains a role at Bank of America, where she has worked since 2011. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Pham is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses with less than one year of industry experience. His prior work includes roles at Bank of America, Merrill, DYSIS, Wells Fargo Clearing Services, and other firms. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gray Daus is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of advising, he is involved in managing timber land and rental properties through several investment-related entities he owns. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Abbracciamento is a CFP® professional at Stifel with eight years of industry experience. He joined Stifel in 2025 after working at Bank of America and Merrill from 2016 to 2025. Stifel serves a wide range of clients, including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Matthew Marks is a financial advisor with Wells Fargo Advisors in Charlotte, North Carolina, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Wells Fargo Clearing Services. Outside of his advisory work, he is the proprietor of You Matter Daily, a recreation-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a variety of investment and financial planning services. The firm provides tailored recommendations using in-house research and planning tools, offering a broad range of planning options that clients may implement through brokerage or advisory programs.

David Van Glish is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been assisting clients with complex financial decisions since 2006, focusing on comprehensive wealth management strategies tailored to individual goals. David's expertise includes portfolio construction, retirement planning, education funding, and coordination with clients' legal and tax advisors on estate planning. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His credentials are supported by Series 7 and 66 FINRA registrations, as well as Life, Health, and Long-Term Care insurance licenses. He earned a bachelor's degree from Emory University and both a master's and doctorate from the University System of Georgia. Prior to joining Merrill, he had a career in the textiles industry. David is active in the Charlotte community, serving as a solicitor for the Jewish Federation of Greater Charlotte and is an alumnus of Leadership Charlotte. He enjoys spending time with his wife and three adult children.

William Thompson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He has been with Edward Jones since 2019 and has prior work experience in retail, animal care, and printing. Outside of his advisory role, he is involved in maintaining an office building as a cleaner in Landrum, South Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products supported by a nationwide network of financial advisors.

Joseph Hagner is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and Lord Abbett. Outside of advisory work, he serves as president and director of Advisory Consulting Services, LLC, a firm involved in recruiting financial advisors. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering advisory and brokerage services through a large network of affiliated advisors. The firm employs diversified investment strategies with portfolio tools such as asset-allocation models, risk assessments, and automated rebalancing.

Douglas Robertson is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Truliant Federal Credit Union and Cuna Brokerage Services. Robertson is also involved with Truliant Financial Advisors in connection with his LPL 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 provides a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Kristen Thomas is a financial advisor with Cetera, holding CFP® and Series 66 credentials, and has nine years of industry experience. She has worked at firms including LPL Financial, Federated Investment Counseling, and currently operates her own garden consulting business, Southern Rooted Gardens. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supporting both discretionary and non-discretionary accounts through a network of over 10,000 advisors.

Aaron Murphy is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER™ professional. He focuses on helping clients uncover their priorities to create strategies aimed at pursuing their financial goals. Aaron's expertise includes executive compensation, equity compensation services, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. He works with families to build certainty and confidence in their financial lives. He holds a Bachelor's Degree from Queens University of Charlotte and a High School Diploma from Myers Park High School. Outside of his professional career, Aaron enjoys activities such as chess, golfing, hiking, music, pickleball, rock climbing, running, and spending time with his family.

George Kokalis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 credentials and bringing 25 years of industry experience. His prior experience includes roles at Merrill and Bank of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets with more than 14,000 advisors and employs research and analytics based on modern portfolio theory to support its diverse product offerings.

John Fasti is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 66 licenses and having five years of industry experience. His prior experience includes roles at Equitable Distributors, LLC and Equitable Advisors, LLC. 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.

Lucas Beatty is a financial advisor with Thrivent Investment Management in Gastonia, NC, holding a Series 66 credential and nine years of industry experience. He has been with Thrivent since 2017. Outside of his advisory role, Beatty serves on the boards of the Dallas, NC Boys and Girls Club and Venture Church. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial plans without discretionary trading authority, typically delivered through a network of Financial Advisors.

Daniel Hanvey is a financial advisor at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2009. Hanvey is also the owner of LWM Partners, a business unrelated to investment activities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations, supported by a centralized consulting team and algorithmic tools.