Carlos Cortes is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Prior to joining Merrill in 2019, he worked at Citigroup, the University of Miami, and PepsiCo. 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.

Benjamin Smitley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and at Wells Fargo Bank NA since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among investment choices.

Shannon Sandlin is a Certified Financial Planner® at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2012 and serves as a board member of the Thalian Hall Center for the Performing Arts in Wilmington, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of financial advisors.

Nimisha Gohil is a financial advisor at Merrill with a Series 66 designation and 15 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she works as a delivery driver for Walmart’s Spark App and is involved in administrative support for Verti LLC as well as management duties at Phillion LLC, a rental property management business. 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, and institutional investors, combining asset allocation and trading support.

Harry Mcnair Jr. is a financial advisor at Morgan Stanley with 40 years of industry experience. He has held roles at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s market models.

Katie Bajracharya is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 plans, corporations, and charitable organizations.

Timothy Ferguson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and with 10 years of industry experience, all with Wells Fargo Clearing Services since 2016. Outside of his advisory role, he is the sole owner of a triathlon coaching business where he creates training plans for triathletes and runners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm utilizes research and analytics to guide investment decisions and offers a broad range of brokerage and advisory solutions.

Dave Edwards Jr. is a financial advisor with Raymond James Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Raymond James Financial Services Advisors Inc. since 2017, following six years at Wells Fargo Advisors. He serves as a successor trustee for Koppenhofer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

Noah Horn is a financial advisor at Edward Jones in Belmont, NC, holding a Series 66 designation with approximately four years of industry experience. Prior to joining Edward Jones in 2026, he worked at Olly Olly and has held various roles connected to education and community organizations. He has been involved with Freedom School Partners and Mecklenburg Community Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.

William Gary is a CFP® professional with 43 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2019. Prior to joining Cambridge, he spent over four decades with Nationwide Insurance and its affiliates. He is also the owner of William K Gary & Associates Inc. and operates as an independent insurance agent with Holdenrid Insurance Group. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individual, pension, and charitable organization clients. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Kimberly Overcash is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2011. 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 sources.

Frank Clemente is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 designations and has 51 years of industry experience. Prior to joining Wells Fargo in 2016, he worked at UBS Financial Services from 2001 to 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Martha Bonner is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at Tringali Occupational Therapy Services for five years. 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 plans, corporations, and charitable organizations.

Lauren Williams is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she has worked at Wells Fargo Bank and held various positions in other firms. She also operates Lauren Davonne Photography, a business she owns and manages outside of the financial industry. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment processes.

Daniel Doan is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 licenses. He has nine years of industry experience, including roles at Wells Fargo Clearing Services since 2017 and Wells Fargo Bank since 2012. He briefly worked at Waddell & Reed in 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daniela Pineda is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathleen Benevento is a Series 66-licensed financial advisor with Edward Jones in Charlotte, NC, and has 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC since 2026. His background includes roles in hospitality and retail, including positions at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm employs a model-based investment approach with various portfolio management options and operates a complex affiliate network.

Isaac Velez Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including at Green Valley Grill and the David Omari Social Media Academy LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions for both retail and institutional investors.