Marsha Carver is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Michael Bowen is a financial advisor with Edward Jones in Lincolnton, NC, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Edward Jones since 2002. Bowen is involved with the Lincoln County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive network of financial advisors and branch offices and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Canada is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies that align with clients' long-term goals and unique circumstances. His approach emphasizes comprehensive wealth management across seven key areas: family, finances, health, home, leisure, work, and giving. Ryan works closely with clients to navigate evolving life cycles and market conditions, aiming to provide thoughtful and disciplined guidance tailored to individual priorities. His expertise includes college education planning, family wealth management strategies, legacy planning, socially responsible and values-based investing, retirement planning, and tax minimization. He holds a Bachelor's Degree from Radford University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Ryan enjoys cooking, fishing, football, gardening, hiking, ice hockey, music, skiing, spending time with his family, and tennis.

Clayton Evans is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and three years of industry experience. He has been with The Vanguard Group since 2022 and previously worked at Yap Club LLC for seven years. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Charles Foresyth is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held previous roles at Ivy Distributors, Inc., Waddell & Reed, Lincoln Financial Distributors, Inc., and Putnam Investment Management, LLC. Outside of his advisory work, he serves as a Deacon and member of the Finance/Investment Committee at Pritchard Church in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance through a unique affiliation with a municipal advisor.

Megan Juliar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2020. Prior to that, she held roles at RHI, World Relief Triad, and the University of North Carolina at Greensboro. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan management, supported by research from Wells Fargo Investment Institute and third-party sources.

William Manning is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he serves as a Finance Committee member for the West Point Association of Graduates, where he reviews budgets and provides insight on management practices. 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 strategic and tactical asset allocation with tax-aware options.

Elverson Brown III is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Bank of America and Raymond James & Associates. He serves on the advisory board of the Life and Breath Foundation, a nonprofit focused on funding research and awareness of sarcoidosis. 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, and institutions, with services including trading, account administration, and custody support.

Nicholas Nevala is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work history includes roles at Colonial Life, Aflac, FedEx, and the University of North Carolina at Wilmington. Outside of finance, he has experience working at Woodboat Brewery. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives and demographics.

Cameron Mack is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds a Series 66 designation and has worked at Vanguard and its affiliates since 2021. Prior to Vanguard, he held roles at TD Ameritrade, AXA Advisors, Mutual of Omaha, and also worked in construction and at the University of North Carolina Wilmington. 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 to construct portfolios largely from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and advisory team.

Owen Joiner is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation. He has been with Wells Fargo Clearing since 2025 and has prior experience at firms including DYSIS, The 500 Club, Northwestern Mutual, and Ally Financial. Outside the financial sector, he worked at Northstone Country Club for six years. 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, utilizing research from Wells Fargo Investment Institute and applying diversification and modern portfolio theory in its investment approach.

Shawntonia Walden is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having 24 years of industry experience. Her career includes long-term roles at The Vanguard Group and Vanguard Marketing Corporation, along with prior positions at South Beach, LLC and current work at Atrium Health as a communication coordinator documenting physician conversations regarding patient care. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm serves a large client base with a digital platform and a team servicing model, focusing on personalized asset allocations and tax-aware investment features.

Jennifer Simmonds is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Ameriprise and Roundpoint Mortgage Servicing. Outside of her advisory role, she is employed as a server at two local restaurants 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, managing roughly $671 billion in assets with over 14,000 financial advisors. The firm uses research from Wells Fargo Investment Institute and third-party sources to support investment decisions and offers a range of brokerage and advisory solutions.

Kirk Siebenaler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Insurance Group since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in its investment evaluations.

Kenneth Kaiser is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and with two years of industry experience. He has worked at multiple Vanguard entities since 2023 and previously at LPL Financial and Crescent Electric Supply Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Alexander Lane is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at First Citizens Investor Services and First Citizens Bank. Outside of his advisory role, he co-owns an investment-related business with his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services focused on investment policy statement preparation, investment recommendations, and participant education.

Theodore Pearson is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. Before joining Vanguard in 2025, he worked briefly at Fidelity Investments and has held roles outside the financial industry, including with Planet Fitness and the YMCA. 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 to create personalized portfolios largely composed of Vanguard funds and ETFs, combining digital delivery with advisor support to manage a large client base.

Sally King is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Valic Financial Advisors, Edward Jones, Charles Schwab, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction for its investment approach.

Zachary Chitwood is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Robinhood Financial and Burlington Beer Works. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs using systematic methods and long-term asset allocation benchmarks.

Luis Recio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials and one year of industry experience. His prior experience includes roles at Domino's Pizza, Empower Financial Services, Principal Financial Group, and Allstate Insurance. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, using proprietary methodologies to create personalized portfolios largely composed of Vanguard funds and ETFs.