Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Jesus Cortez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he owns Ridgeline, a cybersecurity consulting business, and Veteran Wealth Arsenal LLC, an educational media and publishing company. 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, supports over 14,000 advisors, and offers both brokerage and advisory solutions.

Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Equitable Advisors, he held various roles in retail and education sectors. He serves on the Board of Directors for the University of North Carolina Greensboro - Bryan School Alumni Association. Equitable Advisors provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs to a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm’s advisory model involves extensive use of LPL-sponsored and other third-party programs, offering both discretionary and non-discretionary management solutions.

Julia Truslow is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2017. Her prior roles include positions at Kestra Financial Services, Inc. and Oxman, Riggins & Associates. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Steven Bonetto is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He began his investment career as a mutual fund broker and bond trader before joining Merrill more than two decades ago. Steven’s professional focus includes college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Steven holds a Bachelor's and a Master's Degree in Marketing and Management from St. Bonaventure University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He was named to the 2023 Forbes “Best-in-State Wealth Advisors” list. Residing in Charlotte, North Carolina, Steven is active in professional organizations, The Boy Scouts of America, and is a member of St. Matthews Church. His personal interests include boating, camping, football, hiking, hunting, ice hockey, music, skiing, traveling, and yoga.

Brian Moroz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His work history includes multiple roles at Wells Fargo and First Republic Securities Company from 2005 to the present. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samantha Kingsley is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America. Kingsley has been with Merrill since 2016. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Cody Bussell is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. He previously worked at Thompson Private Wealth and Allied Millennial Partners. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment approach that combines quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services alongside managing separate accounts and pooled investment vehicles.

Yvonne Edwards is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

Matthew Johnson is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized strategies that align with their financial goals. His client focus areas include college education planning, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, small business strategies, and retirement income. Matthew holds a Bachelor's Degree from St Edward's University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes understanding what matters to each client to help them pursue their financial objectives effectively. Outside of his professional role, Matthew enjoys baseball, cooking, golfing, spending time with his family, and traveling. He is also involved in the community through participation in events such as the Belize Lighthouse Ride.

Bryan Edwards is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Pinnacle Financial Partners and First Citizens Bank. He is also employed as a Licensed Bank Advisor at Pinnacle Asset Management, where he refers potential investment clients to Raymond James advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports both advisory programs and institutional consulting.

Jack Brawley Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and brings extensive experience to his role. Jack's expertise spans portfolio management, foundations, endowments, and individual security selection. He serves a diverse client base including business owners, corporate executives, and retail households. He emphasizes a comprehensive approach by incorporating both sides of a client's balance sheet and offers access to Wealth Management Lending Officers from Bank of America, N.A. to integrate lending solutions within overall financial strategies. His advisory includes services in college education planning, legacy planning, retirement income, tax minimization, socially responsible investing, among others. He earned his high school diploma from Carmel Academy and holds a bachelor's degree in economics from Pfeiffer University. Outside of his professional pursuits, Jack enjoys basketball, football, golfing, music, and spending time with his family.

Sean Nickerson is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at Dimensional Fund Advisors for three years and Institutional Shareholder Services for three years. Outside of advising, he is a co-owner of an independent real estate 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Cole Blankenship is a Financial Consultant at Fidelity Investments. In this role, he draws on Fidelity's resources to develop personalized financial plans tailored to clients' goals, values, and future visions. Cole encourages open communication and partnership with clients to create thoughtful financial strategies. He has been with Fidelity Investments since 2019, gaining experience from various roles including Investment Consultant, Financial Representative, and Investor Center Intern. Prior to joining Fidelity, Cole interned at TMDL LLC, CPA's Consultant in 2018. Outside of his professional career, Cole enjoys outdoor activities such as camping, hiking, scuba diving, skiing, and playing soccer.

Jack Hussey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Northwestern Mutual, as well as various engagements at the University of Cincinnati. He has also been involved with Alpha and Omega Cleaning Services. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors and significant assets under management.

Paul Jennissen is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Massachusetts Mutual Life Insurance Co and LPL Financial. He is based in Charlotte, NC. 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.

David Miller is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of his advisory role, he has a power of attorney position with an unrelated entity in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing internal and third-party managers for portfolio implementation.

Orlando DiBacco is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them and their families achieve their goals. Orlando has held multiple positions at Fidelity Investments, starting as an Intern in 2023, and progressing through roles including Financial Services Representative, Financial Representative, Investment Consultant, before assuming his current position in 2026. His professional experience at Fidelity Investments spans various aspects of financial planning and consulting, providing him with a comprehensive understanding of the financial services industry. Outside of his professional work, Orlando enjoys spending time at the beach, attending concerts, and participating in sports such as football, golf, and tennis.

Victoria Gilliard is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has previously worked at Merrill and Bank of America. Outside of her advisory role, she works as an independent contractor providing dog walking and sitting services through the Rover platform. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Andrew Ellison is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2007 after earning a bachelor's degree in business management from Washington & Lee University. Andrew focuses on providing wealth management and investment advice to high-net-worth individuals and families, addressing areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Before relocating to Charlotte, North Carolina in 2017, Andrew worked for over ten years in New York with the Alternative Investments Group, where he collaborated closely with sophisticated clients and institutional asset managers across private equity, hedge fund, and real estate strategies. He holds the Certified Private Wealth Advisor® (CPWA®) and Chartered Alternative Investments Analyst (CAIA®) designations. Outside of his professional role, Andrew enjoys playing tennis, cooking, fishing, golfing, discovering new music and restaurants, and spending time with his family, including his son.