Mark Thigpen is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones and Sii before joining OSAIC in 2018. Outside of his advisory role, he is involved with Latto and Associates, Inc., where he serves as an insurance broker, chief technology officer, and financial advisor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a broad range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

Mahalo Blackburn is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Blackburn’s background includes roles at P.F. Changs and academic positions at the University of British Columbia and Wake Forest University. Blackburn also worked with the U.S. Soccer Federation and a law firm, Teague, Rotenstreich, Stanaland, Fox and Holt, PLLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies. The firm’s approach combines investment research, third-party data, and algorithmic tools, and features restrictive enrollment criteria tied to asset levels and the firm’s product ecosystem.

Kevin Myers is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked primarily at Wells Fargo Clearing since 2016, based in Charlotte, NC. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Magali Hoffiz Colombo is a Financial Advisor with Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry and four years specifically with Merrill Lynch. Based in the Lake Norman area, she focuses on helping individuals and families manage their financial lives, guiding them toward their personal and long-term financial objectives. Her expertise includes various client focus areas such as Divorce Transition Planning, Employee Benefits Planning, Equity Compensation Services, Institutional and Corporate Benefit Services, Employee Financial Health, International Wealth Management, Legacy Planning, Personal Retirement Planning, Women and Wealth, and Sports & Entertainment. She leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive, goals-based financial strategies tailored to each client's unique perspectives and needs. Magali holds a Master's Degree from La Sorbonne and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English, French, and Spanish. In her community involvement, she participates in the Alliance Française. Magali's personal interests include antiquing, baseball, cooking, music, running, skiing, soccer, spending time with family, traveling, and volleyball.

Patrick Kitson is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at The Vanguard Group for seven years and Western Governors University for two 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Marsha Carver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She 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, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Michael Bowen is a financial advisor with Edward Jones in Lincolnton, NC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 2002. Bowen is involved with the Lincoln County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branch offices and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Canada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' long-term goals and unique circumstances. His approach emphasizes comprehensive wealth management across seven key areas: family, finances, health, home, leisure, work, and giving. Ryan works closely with clients to navigate evolving life cycles and market conditions, aiming to provide thoughtful and disciplined guidance tailored to individual priorities. His expertise includes college education planning, family wealth management strategies, legacy planning, socially responsible and values-based investing, retirement planning, and tax minimization. He holds a Bachelor's Degree from Radford University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Ryan enjoys cooking, fishing, football, gardening, hiking, ice hockey, music, skiing, spending time with his family, and tennis.

Charles Foresyth is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held previous roles at Ivy Distributors, Inc., Waddell & Reed, Lincoln Financial Distributors, Inc., and Putnam Investment Management, LLC. Outside of his advisory work, he serves as a Deacon and member of the Finance/Investment Committee at Pritchard Church in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Megan Juliar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2020. Prior to that, she held roles at RHI, World Relief Triad, and the University of North Carolina at Greensboro. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan management, supported by research from Wells Fargo Investment Institute and third-party sources.

William Manning is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he serves as a Finance Committee member for the West Point Association of Graduates, where he reviews budgets and provides insight on management practices. 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, utilizing strategic and tactical asset allocation with tax-aware options.

Elverson Brown III is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Bank of America and Raymond James & Associates. He serves on the advisory board of the Life and Breath Foundation, a nonprofit focused on funding research and awareness of sarcoidosis. 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, and institutions, with services including trading, account administration, and custody support.

Jennifer Simmonds is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Ameriprise and Roundpoint Mortgage Servicing. Outside of her advisory role, she is employed as a server at two local restaurants in Charlotte, NC. 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 roughly $671 billion in assets with over 14,000 financial advisors. The firm uses research from Wells Fargo Investment Institute and third-party sources to support investment decisions and offers a range of brokerage and advisory solutions.

Kirk Siebenaler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Insurance Group since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment evaluations.

Alexander Lane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he co-owns an investment-related business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statement preparation, investment recommendations, and participant education.

Sally King is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Valic Financial Advisors, Edward Jones, Charles Schwab, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its investment approach.

Zachary Chitwood is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robinhood Financial and Burlington Beer Works. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Christina Williams is a CFP® and holds a Series 66 license, with nine years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and Wells Fargo Bank since 2014. Outside of her advisory role, she co-owns a family vacation home LLC with her spouse and maintains a CPA license with the North Carolina Board of Certified Public Accountants. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Fady Ibrahim is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2012. Outside of his advisory role, he is the owner of Rise Enterprise 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Monica Luke is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at Securities America, First Command Financial Services, and OSAIC. Outside of her advisory role, she serves as an adjunct professor at Queens University, the University of North Carolina at Charlotte, and The London School of Economics. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning, asset management, and retirement advice services to individuals, institutions, and plan participants through a large network of investment adviser representatives.