William Mitchell Jr. is a financial advisor at Merrill with 30 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bank of America and Merrill since 2014. 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 internal and third-party asset managers.

Benjamin Smith is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His work history includes roles at Truist Advisory Services, United Capital, Regions, and Bank of America. In 2019, he was involved with 5 Star Nutrition LLC. 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 with over 14,000 advisors and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sunil Nagpal is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Co. for 14 years. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning engagements and various investment programs, including wrap and money-manager offerings.

Jeffrey Walters is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial in Charlotte, NC. He previously worked at LPL Financial, Independent Advisor Alliance, and SunTrust Advisory Services, among others. Walters owns and operates a support company named Jeff Walters, where he serves as an advisor and proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a broad advisor network.

Meg Johnson is a financial advisor at Merrill with Series 63 and Series 66 credentials and 29 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. 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.

Britt Byerley is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1997 and specializes in providing comprehensive wealth planning services for high net worth families and business owners. Britt's expertise includes estate and income tax minimization strategies, multigenerational planning, and customized retirement and education strategies. She holds the professional designations of Chartered Retirement Planning Counselor™ and CERTIFIED FINANCIAL PLANNER® practitioner. Britt earned a Bachelor of Science degree from the College of Charleston. Outside of her professional work, Britt's personal interests include football, tennis, and spending time with her family.

Kevin Patterson is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and a variety of investment strategies in its services.

Bradford Parsons is a financial advisor with Raymond James & Associates in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and nonprofit entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Diaz is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Advisory Services and LPL Financial LLC. Outside of her advisory role, she is involved in sales of medical grade alkaline water ionization solutions through ENAGIC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Elizabeth Lachanski is a financial advisor with Merrill in Charlotte, NC, holding a Series 63 designation and 36 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith, Inc. since 1996. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

Reed Bowling is a Series 66 licensed financial advisor at Fidelity with five years of industry experience. He worked at CGI from 2019 to 2021 before joining Fidelity Investments, where he has been since 2021. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Stephen Powers is a CFP® and CFA® with 25 years of industry experience. He currently works at LPL Financial and has held prior roles at firms including CliftonLarsonAllen Wealth Advisors, Foreside Fund Services, and Aegon USA Investment Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services with a range of investment strategies supported by research and technology.

Tyrrell Keim is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Ally Invest Securities LLC and The Vanguard Group, Inc. Outside of finance, Keim has experience in the food service industry and worked at New South Pizza, Inc. for three years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services. The firm integrates institutional trading capabilities with wealth management, offering tailored investment plans based on proprietary research and model-based asset allocations.

Samuel Fink is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and previously worked at Real Genius Mortgage and Cedarwood Country Club. He also attended East Carolina University and Ardrey Kell High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to deliver tailored financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Benner Crigler Jr. is a financial advisor at Equitable Advisors with 47 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 1999. He serves on the board of The Good Samaritan Foundation and is involved in several business ventures including BUCK HOLLAR, LLC and BBCJR LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves matching clients to investment models or discretionary managers through a network of Investment Adviser Representatives and uses a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

James Rice is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, he co-owns Mason-Dixon Properties, LLC, which manages real estate, including leasing office space to his financial practice. Ameriprise is a large institutional firm offering retirement-income planning services for clients generally holding at least $1 million in investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Marie Thieman is a Series 66-registered advisor at J.P. Morgan Securities in Charlotte, NC, with less than one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., SwimSafe, and Ritz Safety. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice supported by quantitative and qualitative due diligence.

Leila Vitale is a Series 66 licensed financial advisor with 24 years of industry experience. She has been with UBS Financial Services in Charlotte, NC since 2014. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor client investment strategies.

Christopher Settle is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Edward Jones Investments before joining UBS in 2018. Outside of finance, he has participated as a rideshare driver for peer-to-peer transportation services. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services. The firm employs model-based asset allocations and proprietary research to tailor financial plans and manages a broad range of capital markets and wealth management activities.

Heather Brountas is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. In her role, she focuses on collaborating with clients to identify their core values and design financial strategies that align with their priorities. Prior to joining Fidelity Investments, Heather worked as a Project Manager for the Education Team at Alight Financial Solutions from 2020 to 2021. She also served as a Financial Advisor at Alight Financial Solutions from 2017 to 2020 and at Ameriprise Financial from 2014 to 2017, bringing extensive experience in financial advising and planning to her current work. Outside of her professional career, Heather enjoys activities such as art, spending time at the beach, cars, cooking and baking, family activities, and kayaking.