Molly Rice is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 65 and Series 63 designations. Rice has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2001. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Patrick Conlan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Merrill. Outside of his advisory role, he owns a rental property business in Baldwin, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, utilizing research from their investment institute and third-party sources to guide portfolio construction.

Alexandra Puzon is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, N.A. since 2020. Alexandra is also a notary public in Raleigh, 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo since 2016 and briefly at J.P. Morgan Securities in 2013. 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 that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, he worked in various roles across 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, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives and third-party managers, offering a range of investment programs including mutual funds, ETFs, and alternative investments.

Julia Truslow is a CFP® with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2017. Prior to that, she worked at Oxman, Riggins & Associates from 2014 to 2017. 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 Wells Fargo Investment Institute and third-party databases.

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 at Wells Fargo Clearing with 15 years of industry experience. He holds Series 66 and Series 63 designations. His work history includes positions at Wells Fargo Bank, First Republic Bank, and MBSC Securities Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party data to guide investment decisions, offering both brokerage and advisory solutions across a wide range of financial products.

Samantha Kingsley is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following a one-year tenure at Bank of America. 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.

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 and holds a Series 66 credential. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialty areas such as business-owner transition and special-needs analysis, and advisors use Wells Fargo research and tools to develop tailored recommendations.

Matthew Johnson is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

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 in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Institutional Shareholder Services. Outside of his advisory work, he is a co-owner of a real estate LLC established to purchase a home. 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 integrates research from its investment institute and third-party sources to support diversified portfolio construction and offers a range of 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.