Madison Turner is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Turner was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Turner has held various roles in the food service industry and has experience working at the University of North Carolina at Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

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, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at several firms including Investacorp Advisory Services, PNC Investments, and Stratos Wealth Partners. Harmon is also associated with South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Walsh is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work experience includes roles at M&T Bank, Taglich Brothers, and multiple positions with 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 using proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Matthew Piro is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 65 designation. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2026. Prior to this, he worked at Financial Resources Federal Credit Union from 2021 to 2025 and has experience in other roles including entrepreneurial activity with Bonji Bowls. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Frederick Owusu Sekyere is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Cardinal Financial Company from 2020 to 2022 and has held various roles including work related to USC Marshall and Habitat for Humanity. Outside of his advisory role, he provides ride share services in Charlotte on weekends. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients 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.

Maire Doyle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group and has held various roles including self-employment and positions in technology and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Aalyssa Mitchell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles in the mortgage banking sector and worked at Scotiabank Trinidad and Tobago and Digicel. 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.

Thomas Newbrey is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2009, following prior roles with Banc of America Investment Services and Citigroup Global Markets. His other business activities include operating a business entity, TRN Asset Mgt, for tax and investment purposes. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by adviser-facing tools and a broad mix of financial activities.

Lisa Marino is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at BOFA Securities, Inc. since 2023, following prior roles at The Vanguard Group, Inc. from 2016 to 2023 and a position at Grand Canyon University from 2017 to 2019. 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 developed by internal teams and third-party managers.

Douglas Groome is a financial advisor with OSAIC in Charlotte, NC, holding the ChFC® designation along with Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of his advisory work, he owns a fixed insurance business specializing in life, disability, and long-term care insurance. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering advisory and brokerage services through model-based asset allocation and portfolio optimization techniques on a multi-advisor platform.

Andrew Bergeron Jr. is a financial advisor at Wells Fargo Clearing with two years of industry experience. He has previously worked at Vanguard Marketing Corporation and First Citizens Bank and Trust Company. Bergeron has experience outside finance including roles at the University of North Carolina at Chapel Hill and with Nags Head Ocean Rescue. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Heath Prior is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 13 years before joining Cambridge in 2022. He is also the president and owner of Prior Wealth Planning, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of account platforms and proprietary model strategies supported by a large network of financial professionals.

Edwin Gresham is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and consulting services.

Jonathan Smith is a CFP® with 16 years of industry experience, currently working at Wells Fargo Clearing. His prior experience includes roles at Q3 Advisors, Mutual of America Securities, Alight Solutions, Northwestern Mutual Wealth Management, and Jeffrey P Carlson. 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 third-party sources to support its investment approach.

Lina Clarke is a financial advisor at Merrill with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following roles at Wells Fargo Clearing Services and Deutsche Bank Securities Inc. 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.

Thomas Duke III is a financial advisor at Merrill with a Series 66 designation and under two years of industry experience. His prior work includes roles at Bank of America and a variety of positions outside the financial sector, including at Topgolf and a restaurant business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Schlesinger is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He joined The Oberheide-Schlesinger Group in 2007 following the completion of an intensive wealth management analyst program. In his role, Brandon leads the group's efforts in third-party asset manager selection, due diligence, and performance measurement, in addition to overseeing operational and compliance matters for the team. Prior to his current position, Brandon was a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. He holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. Brandon also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

John Mejia is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 and analytics.

Bryce Moritz is a Financial Advisor with Merrill Lynch Wealth Management. He holds a bachelor's degree in Mathematics with a minor in Business Administration from Clemson University. Bryce grew up in northern Maryland and has a background that includes a variety of family experiences. Bryce specializes in creating personalized financial plans that address clients' unique goals, including college education planning, family wealth management, retirement income strategies, and legacy planning. He emphasizes tax minimization strategies and aims to develop tailored and adaptable plans that grow with his clients' needs. In addition to holding the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations, Bryce enjoys sports such as basketball, chess, football, golfing, and tennis, as well as watching movies. His approach involves understanding what matters to clients and their families to assist in pursuing their financial objectives.