Caleb Luckett is a financial advisor at Merrill with Series 63 and Series 66 designations and five years of industry experience. He has worked at Merrill and Bank of America N.A. since 2023 and previously held roles at Robinhood Markets, Inc. and Varsity Tutors. 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 individuals, high-net-worth clients, and institutional investors.

Peter Mcchesney III is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 registrations. He has three years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Outside of finance, he has worked in various service and education roles, including positions at Elon University and The Harborside Inn. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Steven Hatley is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and eight years of industry experience. He has worked at Wells Fargo Clearing Services since 2016. Outside of his advisory work, Hatley also drives for Uber and Lyft in Charlotte, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options, offering both brokerage and advisory solutions supported by a large network of financial advisors.

Stephanie Warren is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 11 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Timothy Ellis II is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 designations and has 12 years of industry experience, all with The Vanguard Group since 2013. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers diversified portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors.

Michelle Boyer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding the CFP® designation along with Series 66 and Series 63 licenses. She has 12 years of industry experience, including roles at USAA financial planning services and USAA Investment Management Company prior to joining Vanguard in 2018. Outside of her advisory work, she serves as executor of a family estate and owns a tax preparation business. Vanguard Advisers provides both automated and supported investment advice to retail investors and retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models to establish personalized asset allocations. The firm manages a large client base with a mix of digital platform services and human advisors, focusing primarily on retail and plan participant markets.

Arlene Lewis Leader is a financial advisor at Vanguard Advisers with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Alight Financial Solutions. Leader is based in Charlotte, NC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach using proprietary models, with portfolios primarily composed of Vanguard funds and ETFs.

Ronald Smith is a financial advisor with Edward Jones in Concord, NC, holding Series 63 and Series 66 licenses and 48 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1978. Outside of his advisory role, he owns and manages a commercial financial services rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide spectrum, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional affiliated services.

Mason Milne is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has recently begun his career in the industry, joining Wells Fargo in 2026. Prior to this, his work experience includes various roles outside finance, such as positions at Cheerier Exteriors, Smoothie King, YMCA, Culver's, and Zaxby's. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Joseph Russell is a financial advisor with Equitable Advisors in Huntersville, NC, holding Series 66 and Series 63 licenses. He has one year of industry experience, including prior roles at DoorDash, NYLIFE Securities LLC, and New York Life. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through Investment Adviser Representatives and third-party asset managers.

Brandon Mcintosh is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Northwestern Mutual, among other firms. 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 through a network of over 14,000 financial advisors.

Jayson Allsbrook is a financial advisor with Vanguard Advisers in Charlotte, NC. Holding a Series 66 designation, he has seven years of industry experience, including roles at The Vanguard Group since 2018 and Heritage Wealth Advisors in 2017. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services to retail investors and employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily Vanguard funds and ETFs, managing a large client base with a combination of technology and advisor support.

Joshua Norton is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Vanguard Marketing Corporation, The Vanguard Group, and Charles Schwab, among other firms. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, with portfolios primarily composed of Vanguard funds and ETFs.

Benjamin Shbeeb is a financial advisor at Edelman Financial Engines based in Huntersville, NC, holding a Series 65 designation. He has been with Edelman Financial Engines since 2026 and has prior experience operating two businesses, Create to Connect LLC and Shbeeb Weddings. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified model portfolios and long-term investment strategies.

Michael Dove is a financial advisor at Vanguard Advisers in Charlotte, NC, with four years of industry experience. He holds the Series 66 designation and has previous experience at Edward Jones and as a self-employed advisor. Outside of his advisory work, he is involved in music creation and monetization. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, providing automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach and manages large-scale client relationships primarily with Vanguard funds and ETFs.

George Ramsey is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include various positions at Vanguard affiliates and other companies, as well as entrepreneurial activities through 4 Ramesia, LLC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Kristen Smith is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. She has worked at Equitable Advisors and its affiliated firms since 2008 and previously at Cetera Wealth Services. Outside of advising, she serves as a board member on the Education Committee of Prospanica’s local chapter and supports a small entrepreneurial venture created by her daughter. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and institutions. The firm uses a range of third-party advisory programs and discretionary managers to tailor investment solutions and offers ERISA fiduciary services through credentialed representatives.

Benjamin Reynolds is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Renasant Bank and Alex Group LLC. He also has a background that includes studies at Valdosta State University and employment at Publix Supermarkets. 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 with model-based and discretionary investment strategies.

Bart Knight is a financial advisor at Edward Jones in Davidson, NC, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Lowes Home Improvement for 18 years and has been involved with TimberEdge Designs LLC since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. It offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the nation.

Kelly Richardson is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2026, Richardson worked at Atrium Health and Advocate Health from 2022 to 2026, and was a full-time student from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a large network of financial advisors and branch offices nationwide.