Darius Wall is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Advisors and Wachovia Bank, N.A. prior to his current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from the Wells Fargo Investment Institute.

Kathryn Nusbaum is a CFP® professional at Robert Baird & Co. with 17 years of industry experience. She has been with Robert Baird since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary portfolio management and separately managed accounts.

Renee Pilat is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously held roles at Citigroup and Key Bank. Outside of her financial career, she was involved with Break N Eggs and the University at Buffalo for four years. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal teams and third-party managers for individuals, high-net-worth clients, and institutional investors.

Karen Zeltner is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2019 and previously was employed at Hope Academy and Lake Norman Charter School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Todd Sr. is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the CFP® and ChFC® designations and possessing 35 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2009. Outside of his advisory role, he owns land that is being considered for leasing to build solar panels. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment management.

Cassandra Wincek is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation. Her career includes roles at UBS and Georgia State University. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers a range of services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Adam Barbee is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with Wells Fargo entities since 2015, including Wells Fargo Advisors and Wells Fargo Bank NA. 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.

Michael Cohen is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Cohen manages rental properties in North Carolina. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to support a diversified investment approach and offers both brokerage and advisory solutions.

Stephen Paavola is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Edward Jones and Northwestern Mutual. He also served eight years in the United States Army. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leonard Yarnovich is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is involved in the sales of investment-related products and receives compensation for loan product sales and referrals for home security and automation services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jonathan Massey is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has been in the financial industry since 2017, with prior roles at Baldwin Risk Partners, Wells Fargo, and Capital Center LLC. His earlier background includes over a decade at Virginia Commonwealth University. 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.

Josh Haggard is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining LPL Financial in 2023, he worked for Edward Jones for seven years. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Francia Davis is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Lesia Marino Brolinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Granville Washington is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, and PNC Investments. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Balerna is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Outside of his advisory work, he owns and manages INTERIE LLC, a business that sells products on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Mark Whelan is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Lockheed Martin and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm offers investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Molly Rice is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Rice has also been associated with Wachovia Bank, N.A. since 2001. 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 with over 14,000 financial advisors and offers a blend of brokerage and advisory solutions.

Patrick Conlan is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors is a national securities firm that provides 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.

Alexandra Puzon is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, N.A. since 2020. Alexandra is also a notary public in Raleigh, 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.