Sean Scanlon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Wells Fargo, he worked at Equitable Distributors, LLC and held various roles at Penn State and the State College Area School District. 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

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 at Merrill Lynch Wealth Management, where he has been providing wealth management and investment advice since 2007. He works with families across the country, focusing on areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Andrew holds the Certified Private Wealth Advisor® (CPWA®) and Chartered Alternative Investments Analyst (CAIA®) designations. He earned his bachelor's degree in business management from Washington & Lee University and previously attended Woodberry Forest School. Andrew spent over 10 years working in New York in the Alternative Investments Group before relocating to Charlotte, North Carolina in 2017. Outside of his professional work, Andrew enjoys playing tennis, an activity he participated in during college as a member of his men's tennis team. He also likes cooking, fishing, golfing, discovering new music and restaurants, and spending time with his family, including his son.

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 licenses and possessing 34 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for his mother, dedicating several hours monthly to this responsibility. 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 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.

Brett Erwin is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations. He has been with Wells Fargo in various capacities since 2019 and previously worked at PNC Wealth Management from 2013 to 2019. Wells Fargo Advisors is a national securities firm offering 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

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 with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and one year of industry experience. He has previously worked at Bank of America, DYSIS, Wells Fargo Clearing Services, Dexian, and Fenix International. 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 and profit-sharing plans, corporations, and charitable organizations.

Jesus Molina is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Molina also has prior experience at Truist Investment Services and Wells Fargo Clearing. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create 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 33 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Securities America Advisors, DHFS Wealth Management, and First Allied Advisory Services. He also provides tax preparation and accounting services through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools for advisors.

Alexandra Martini is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Bank, Merrill, and Banc of America Investment 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, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Alisa Isenhower is a financial advisor with Wells Fargo Clearing based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 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 provides both brokerage and advisory solutions.

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 licenses and has worked previously at The Vanguard Group and MassMutual Life Insurance Company. Outside of his financial advisory role, he is a distributor for Amway, involved in retail sales of nutrition, beauty, personal care, and home products. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written financial recommendations within structured annual planning engagements.

Patrick Brown is a Series 66-licensed advisor with Merrill, based in Pennington, NJ. He joined Merrill in 2025 and has prior experience at firms including Jensen Hughes, Glazing Concepts, and Mountain Lake Pool and Patio. Brown also attended Elon University from 2021 to 2025. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm is integrated within Bank of America's broader platform, providing access to a wide array of financial products and services.

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.