Emily Mann is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Her prior roles include positions at Norton Training and American City Business Journal. 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 plans, corporations, and charitable organizations.

William Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 credentials and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. His other business activities include serving as power of attorney for his mother in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu with insurance-related vehicles and bank deposit sweep options.

Brett Erwin is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has experience with Wells Fargo and PNC Wealth Management dating back to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Gray is a financial advisor with Merrill in Charlotte, NC, holding the Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America since 1992. Outside of his advisory role, he serves as a fiduciary for two family-owned home renovation businesses operated by his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Julija Prousalis is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. She has worked at Bank of America, N.A. since 2005. Outside of her advisory role, she volunteered as a yoga instructor at Ashtanga Yoga of Charlottesville from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Edmiston is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials. He has been with Merrill and Bank of America since 2026. Prior to that, he gained experience at firms including DYSIS, Wells Fargo Clearing Services, Dexian, and Fenix Internation, as well as academic roles at UNCC and Gardner Webb. 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 and supports a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jesus Molina is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services LLC since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

D'arcy Henson is a financial advisor with Merrill Lynch Wealth Management, operating under the FSA designation. He works closely with clients to develop comprehensive financial plans tailored to support their unique ambitions. His approach encompasses a range of personal goals, including funding education, planning for retirement and potential healthcare costs, and establishing long-term family objectives. With a Bachelor's Degree from the University of Arkansas System, D'arcy integrates clients' personal perspectives and priorities into transparent wealth planning processes. He is committed to simplifying the complexities of investing and connecting all aspects of clients’ financial lives to help them focus on and pursue their most important goals.

David Heiligenthaler is a CFP® professional with over 32 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Firms including Securities America and First Allied Advisory Services. He also operates DHFS Wealth Management, a business related to his LPL practice. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services delivered through a large network of investment adviser representatives.

Alexandra Martini is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012, including a period at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s advisory approach includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Alisa Isenhower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Madhavan Padmanabhan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Ethos Investment Management and B. Thiagarajan & Co, as well as work at Brigham Young University. 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 plans, corporations, and charitable organizations.

Anthony Lando is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Bank of America and Merrill since 2013. Lando serves as an advisory board member for the Jones-Harrison Foundation and is a board member of Teach For America - North Carolina. 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 plans, corporations, and charitable organizations.

Tyler Mote is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group and Amway, where he is also active as a distributor of nutrition, beauty, personal care, and home products. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative client engagements to develop tailored financial recommendations.

James Lalor is a Series 66-credentialed financial advisor with Merrill in Denver, NC, with 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor is also an inactive Ready Reserve Captain in the United States Marine Corps. 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 a range of individual, institutional, and charitable clients.

Madison Turner is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Madison was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charities, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Joseph Bayse is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent a year with SunTrust Advisory 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 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.

Amelia Harmon is a financial advisor with LPL Financial in Gastonia, NC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has worked at LPL Financial since 2012, with additional experience at PNC Investments and Investacorp Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by various model portfolios and research resources.

Michael Walsh is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes roles at M&T Bank, Taglich Brothers, Inc., and Sotheby's International Realty. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Frederick Owusu Sekyere is a Series 66 licensed financial advisor with Merrill in Charlotte, NC, having two years of industry experience. Prior to joining Merrill, he worked at Cardinal Financial Company and held various contract roles. Outside of his advisory work, he plans to provide ride-share services in his free time. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies across a range of client types including individuals, high-net-worth clients, and charitable organizations.