Vijayalakshmi Soundararajan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has previously worked at Bank of America, N.A., and has been involved with yoga-related enterprises. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ben Hollis is an Investment Consultant at Fidelity Investments, where he assists clients in designing and executing financial plans aimed at helping them achieve their goals. He has been with Fidelity Investments since 2021, progressing through roles from Customer Relationship Advocate to Investment Solutions I, and currently holding the position of Investment Solutions II from 2023 to 2026. Ben's professional experience at Fidelity Investments encompasses client relationship management and investment consulting, providing him with a comprehensive understanding of financial planning and investment solutions. His work focuses on aligning client objectives with appropriate financial strategies. No information about Ben's education, credentials, personal interests, or community involvement has been provided.

Camryn Clements is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, Camryn held positions at Boston Trust Walden, Myriad Genetics, and Elsevier Inc. Camryn’s background also includes roles in education at North Carolina Central University, Mount Tabor High School, and Wiley Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets solutions. The firm integrates institutional trading capabilities with wealth management, supported by proprietary research and a broad service platform.

Isabella Clark is a financial advisor with LPL Financial based in Fort Mill, SC. She holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, she worked at Principal Life Insurance Co and Principal Securities Inc, and has experience outside finance including roles at Tractor Supply and in education at Winthrop University and White Oak High School. 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, financial planning, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Charmaine Brown is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds the Series 63 and Series 66 designations. Brown has worked within Wells Fargo’s affiliated firms since 2015, including Wells Fargo Clearing and Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, with tailored recommendations supported by Wells Fargo research and tools.

Amy Wurthmann is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she worked at Mood Media/Muzak and Apple One. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stanley Ciotoli is a financial advisor at Merrill with Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a director of Christ Lutheran Children's Center, a nonprofit organization in Charlotte, North Carolina. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Hicham Benothmane is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he works part-time as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Michael Phillips is a financial advisor at Ameriprise with 23 years of industry experience. He has been with Ameriprise and its related entities since 2011. He holds the Series 63 and Series 66 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Casey Hall is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. He has worked with LPL Financial for multiple periods, including from 2010 to 2024 and again starting in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, third-party research, and technology-driven portfolio management options.

Richard Stockton III is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley PWM and Sandalwood Securities. Prior to his advisory career, he was involved with the Siasconset Casino Association and held roles at Wake Forest University and Delbarton School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, providing services such as fee-based financial planning, portfolio management, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Phoebe Son Oh is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Safe Alliance and Davidson College. Outside of her advisory role, she is a commissioned artist and volunteers as a childcare worker at New City Church in Charlotte, NC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a range of sponsored programs and endorsed third-party managers.

Richard All is a financial advisor with Fidelity, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been associated with various divisions within Fidelity since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Kevin Lam is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank, Bank of America Merrill Lynch, and private equity, as well as a four-year period at the University of South Carolina. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Crystal Markovitz is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 designations and 18 years of industry experience. She previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jonathan Johnston is a financial advisor with Edward Jones in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Duke Energy for 38 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Gregory Allen is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 28 years of industry experience. He has worked at LPL Financial since 2008. Outside of his advisory role, he coaches high school sports and owns an apparel company called LaxTribe.com. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-based strategies.

Celeste Dearnley is a financial advisor at UBS Financial Services with one year of industry experience. She holds the Series 66 designation and has a background that includes four years at Clemson University and prior teaching roles at Fayetteville High School and St. Joseph Catholic School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research.

Frederick Ingold is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 35 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Foresters Advisory Services LLC and Foresters Financial Services for a combined 33 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

William Barlow is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in working with executives, founders, and business owners who have significant wealth concentrated in highly appreciated stock, including positions gained through RSUs, founder shares, inheritance, or Qualified Replacement Property following an ESOP transaction. His expertise is centered on designing intentional, tax-aware strategies to generate reliable income from low-basis equity portfolios, reduce single-stock and capital gains exposure without forced sales, preserve ownership and legacy intent, and restore flexibility around timing, taxes, and retirement income. William works within a six-advisor team that focuses on high-net-worth and ultra-high-net-worth clients, providing customized, institutionally engineered income and risk management techniques tailored to each client's portfolio, tax profile, time horizon, and family priorities. William holds a Bachelor's Degree from the University of North Carolina System and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He is involved with professional organizations and community groups including the 24 Foundation and Moments of Hope Church.