Judy Meyer is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She worked at J.P. Morgan Securities for six years before joining Wells Fargo Clearing in 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Voegele is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual, Mutual of Omaha Advisors, UBS, and Vanguard. He is based in Charlotte, NC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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 from Wells Fargo Investment Institute.

Nathan Sessions is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Integra Choice and Control and attended the University of North Carolina at Chapel Hill. Edward Jones is a full-service wealth management firm serving both 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Aisha Wall is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Fidelity Investments, The Vanguard Group, and Brinks Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Purgason Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for the Olde Providence Civic Association in Charlotte, NC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacob Allen is a Series 66-licensed financial advisor with LPL Enterprise in Charlotte, NC. He has one year of industry experience, joining LPL Enterprise in 2025 after roles with local government entities in North Carolina. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

William Sullivan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. 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 and offers a range of brokerage and advisory solutions supported by research and analytics.

Ileana Musmanni is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, she operated a business under the name Ili Musmanni for eight years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a variety of strategies and investment options.

Candace Wehr is a financial advisor at Merrill with a Series 66 designation and 18 years at the firm. She has two years of industry experience. Outside of her advisory role, she is a co-owner of a vacation rental property and serves as Vice President and Treasurer on a homeowners association board in Wilmington, NC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Valice Watters is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent 21 years at Wells Fargo Bank, NA. She is based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Anna Hale is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and three years of industry experience. She previously worked at Fortegra and held various roles at Florida State University, including Facilities Supervisor and Student Affairs employee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and offices.

Dawyne Wingo is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing and Ameriprise Financial Services, Inc. based in Charlotte, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-efficient withdrawal strategies.

Mason Bailey is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2014. Outside of his advisory role, he serves as a deacon at Newsong Church and leads domestic and international ministry trips focused on discipleship. 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 with model-based and discretionary investment strategies.

Joshua Miller is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses. He has four years of industry experience, with prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Merrill, and UBS Financial Services. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Daniel Speer is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory and retirement plan management.

Wynton Johnson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Eli Lilly and Company, Lowe’s, and LaSalle Investment Management Distributors, LLC. He also has experience in education, having worked at Florida Agricultural & Mechanical University, Trinity High School, and Crosby Middle School. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach centered on proprietary models, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization features.

Megan Hern is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, Hern worked at The Vanguard Group and has a background that includes positions in law and public relations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Lakeisha Blount is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and four years of industry experience. Her prior roles include positions at The Vanguard Group, Lincoln Financial Group, and Liberty Mutual. Outside of finance, she owns and operates an event planning and decoration business, A Remarkable Event, 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 utilizes research and analytics to guide investment options and offers a broad range of brokerage and advisory solutions.

Helen Amelia Fritsche is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. She is a member of TBBR LLC, a group formed to co-own a condominium in Blowing Rock, North Carolina. 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, and institutional investors.