Randolph Jackson Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Outside of his advisory role, he works part-time as a delivery employee for DoorDash. 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.

Seth Myers is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving both current and future financial goals. He emphasizes understanding clients and their families to identify strategies that leverage the full range of Fidelity's resources. Since joining Fidelity Investments in 2016, Seth has held multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant I, and Defined Contributions Services Representative. Prior to his tenure at Fidelity, he worked as a Personal Banker at Bank of America from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Seth enjoys baseball, cooking and baking, family activities, visiting museums, listening to music, and reading.

John Arthur is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation. He has three years of industry experience and has worked within education and religious organizations, including roles with Union County Public Schools and Fort Mill Church of God. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income and tax-aware withdrawal strategies.

Indira Tinsley is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 license with nine years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously spent 13 years at Carolinas HealthCare System. Outside of her advisory role, she serves as a referral coordinator for Women in Networking, a community organization in Charlotte. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning processes and advanced modeling tools, offering a broad range of investment and financial services.

John Holbrook is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. His prior work includes roles at Lowes, a waste removal business, and Medi Weightloss. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers fiduciary financial planning alongside capital markets and lending programs.

Matthew Fallaw is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has previously worked at firms including Infinex Investments and Community One/Capital/FTB. He serves as Treasurer and Board Member for the McCullough Townhome Owners Association, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services not commonly found among large institutional advisors.

Rylan Stephens is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, he worked at Equitable Advisors LLC and has held roles in various sectors including healthcare and education. Stephens’s background includes positions at Baylor Scott White/Aramark and Iowa State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory solutions, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Jessica Favatella is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has worked at firms including Robinhood Financial, Capital Investment Advisory Services, and Dustin Kern, CPA, PC. In addition to her advisory roles, she was involved with Caprice Bistro for six 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Grace Jaehnen is a CFP®-designated financial advisor with one year of industry experience, currently associated with LPL Financial. Her prior experience includes roles at Carnegie Private Wealth, MAI Capital Management LLC, Bowling Portfolio Management, and Park National Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Benjamin Asseff is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2010 and works with his team to develop customized wealth and financial strategies tailored to each client’s individual needs and goals. With over 20 years of experience, Michael specializes in education planning, family wealth management strategies, managing new wealth, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds the professional designations of Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Michael earned a High School Diploma from Totino Grace and attended the University of Minnesota System without obtaining a degree. Originally from Kentucky, Michael resides in Laguna Niguel with his family. His personal interests include boating, cooking, fishing, golfing, and reading.

Brenton Purcell is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is involved in Living Proof Art Collective LLC, a business based in Charlotte, North Carolina. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and investment services, managing approximately $2.74 trillion in client assets.

Kristin Arena is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent six years at UBS Financial Services. 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 services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laney Savoie is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Brighthouse Financial, Genesee Regional Bank, and Wells Fargo Advisors. 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 provides both brokerage and advisory solutions.

Ryan Donaghy is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, having worked with MML Investor Services, LLC and MassMutual since 2004. Donaghy also owns and manages Donaghy Financial Planning, LLC, an LLC focused on business operations and administrative functions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved tools and models.

Matthew Chavis is a financial advisor at UBS Financial Services with 11 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Chavis holds Series 63 and Series 65 licenses and is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocation to tailor client plans.

Caroline Devir is a financial advisor at UBS Financial Services with Series 66 credentials and experience beginning in 2024. She previously worked at Northwestern Mutual and has a background that includes roles at Children's Health Foundation and teaching positions at the University of Connecticut and Eastchester schools. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Logan Schorr is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. He has worked at Fidelity Investments since 2021 and previously held positions at Equitable Advisors and James Madison University. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI in investment research and its formal advisory roles with multiple registered investment companies.

Catherine Camp is a financial advisor with UBS Financial Services in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Empire Distribution, Red Bull, and Waterbean Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining model-based asset allocations and research to tailor financial plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers custody, underwriting, and capital markets solutions.

Anthony Urban is a financial advisor at Osaic Wealth, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Fsc Securities Corp for eight years. Outside of his advisory work, Urban is an executive partner at Magnolia Capital Partners and is also involved in selling baseball cards with his son. Osaic Wealth serves a diverse mix of retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated financial services and uses proprietary tools and third-party solutions to construct portfolios across a wide range of investment types.