Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Martha Bonner is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at Tringali Occupational Therapy Services for five 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lauren Williams is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to her current role, she has worked at Wells Fargo Bank and held various positions in other firms. She also operates Lauren Davonne Photography, a business she owns and manages outside of the financial industry. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment processes.

Shawnette Pate is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. She has worked at Vanguard since 2014 and is also involved in non-investment activities such as event staffing and food service roles in the Charlotte, NC area. Vanguard Advisers offers automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, supported by a digital platform serving a large client base through a team servicing model.

Daniel Doan is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 licenses. He has nine years of industry experience, including roles at Wells Fargo Clearing Services since 2017 and Wells Fargo Bank since 2012. He briefly worked at Waddell & Reed in 2011. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daniela Pineda is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2014. 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 options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathleen Benevento is a Series 66-licensed financial advisor with Edward Jones in Charlotte, NC, and has 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC since 2026. His background includes roles in hospitality and retail, including positions at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm employs a model-based investment approach with various portfolio management options and operates a complex affiliate network.

Austin Bell is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at The Vanguard Group since 2021 and previously held roles at LPL Financial and Investment Centers of America, Inc. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary models to create personalized asset allocations primarily with Vanguard funds and ETFs.

Kevin Cline is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various divisions of Vanguard since 2022. Prior to joining Vanguard, he was affiliated with the Shanghai High School International Division from 2017 to 2022. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages portfolios constructed mainly from Vanguard funds and ETFs.

Isaac Velez Gonzalez is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including at Green Valley Grill and the David Omari Social Media Academy LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions for both retail and institutional investors.

Sherry Snowden is a Series 66-licensed financial advisor at Vanguard Advisers with two years of industry experience. Prior to joining Vanguard, she worked at Charter Communications and Cox Communications. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs, and serves a large client base through its digital platform and advisory team model.

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.

Casey Brown is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 licenses and has been with Vanguard entities since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios mostly from Vanguard funds and ETFs, combining scale with digital delivery.

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.

Andreas Riemann is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and five years of industry experience. Prior to his current role, he has been involved with Digital Intelligence Systems LLC since 2021 and held various positions outside the financial sector, including at Rioz Brazilian Steakhouse. He also serves as a power of attorney for his parents. 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 through more than 14,000 advisors and provides both brokerage and advisory solutions.

Richard King III is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Vanguard affiliates since 2021. Prior to joining Vanguard, he held roles at RSM US LLP, Aptive Environmental, the White House Office of Management and Budget, and educational institutions including UNC-Chapel Hill and Conestoga High School. Vanguard Advisers delivers automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily invests in Vanguard funds and ETFs.

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.