Daniel Sexton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients for ten years, focusing on goals-based wealth management to assist clients in achieving their financial objectives. Daniel specializes in areas such as retirement planning, asset management, family wealth management strategies, legacy planning, LGBT wealth planning, employee financial health, women and wealth, and retirement income. Daniel holds a Bachelor's Degree from the University of North Carolina Charlotte and is a Personal Investment Advisor (PIA). He designs personalized action plans for his clients with specific investment recommendations based on their goals, risk tolerance, liquidity needs, and time horizon. He and his clients regularly review progress to ensure alignment and make adjustments as necessary. Residing in Mooresville, North Carolina, Daniel lives with his wife, Erin, and their three daughters, Mallory, Emma, and Evie. He is active in his community and volunteers with local organizations. His office is located in Huntersville, North Carolina.

Latasha Anderson is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. She has worked with Prudential Insurance Company of America and Pruco Securities, LLC, and maintains an affiliation with Prosperity Wealth Group. Outside of her advisory role, she provides financial literacy and personal finance presentations and engages in social media affiliate marketing. LPL Enterprise, LLC serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and offers services that include financial planning, consulting, and access to third-party asset managers and wrap programs.

Matthew Short is a financial advisor with LPL Financial in Mooresville, NC, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Mutual of America Securities LLC, Mutual Of America Life Company, and LPL Financial LLC. Outside of his advisory work, he has experience with Cove Church and Cellulose Solutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Lynn Bowser is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. She has 10 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is a founding partner of Elevate Strategy & Consulting, a coaching and mentoring business for professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and educational programs.

Craig Parkin is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and over 20 years of industry experience. He previously worked at TIAA-CREF from 2004 to 2025 and has been with Vanguard since 2025. Outside of his advisory work, Parkin is involved with TPG Retails Holdings, LLC, operating Woof Gang Bakery & Grooming. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform supported by more than 2,200 advisors.

Katie Edwards is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at The Vanguard Group, Inc. and Ikea before joining Wells Fargo Clearing in 2020. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute alongside third-party data.

Spencer Edens is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. 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, utilizing proprietary models to create personalized asset allocations largely composed of Vanguard funds and ETFs.

Mitchell Coleman is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. His prior work includes positions at Northwestern Mutual and Quarterdeck Marinas, as well as experience with Semester at Sea. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to personalize asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Shawn Fleming is a financial advisor at Vanguard Advisers with 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2004 and holds Series 63 and Series 66 designations. 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 create personalized asset allocations, largely utilizing Vanguard funds and ETFs.

Nicolas Gilliam is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Ameriprise and its affiliated entities since 2006. Outside of his advisory role, he serves as COO of Brightstead Management LLC and is also an artist involved with Creative Dimensions. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research and algorithmic tools within a defined product ecosystem.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Wachovia Securities. Webber serves as a trustee for his father’s trust in Hickory, NC. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Sheline is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Citigroup Global Markets for 28 years before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Gavin Yohn is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has one year of industry experience and has worked with multiple Vanguard affiliates as well as Northwestern Mutual. His background also includes roles in education and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, featuring tax-aware and customizable options.

Charles Basse is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 63 designation. Outside of his advisory role, he coaches youth soccer and manages operations at Strikers Soccer Center in Indian Trail, North Carolina. 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 broad range of brokerage and advisory solutions.

Donovan Henkel is a Series 66-registered financial advisor with Wells Fargo Clearing in Charlotte, NC, with one year of industry experience. Prior to joining Wells Fargo, he worked at Equitable Advisors for one year. Outside of his financial advisory career, he serves as a baseball coach for high school seniors at The American Legion, helping players transition from high school to college baseball. 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.

Bryan Welborn is a CFP® and ChFC® professional with 19 years of experience in the financial industry. He has worked at The Vanguard Group, Inc. since 2020 and previously spent 13 years at TIAA-CREF. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary models and primarily Vanguard funds and ETFs. The firm manages a large client base with over 2,200 advisors, combining digital delivery and team servicing.

Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Kathryn Burgett is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard and its affiliates since 2014, including roles at Vanguard Marketing Corporation. Kathryn also has experience with Sanara Travels. Vanguard Advisers provides both automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm offers goal-based, algorithm-driven portfolio management using Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery model.

Nathaniel Berning is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and one year of experience at the firm. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as experience outside the financial industry at Kroger and in academic positions at the University of Lynchburg and Lynchburg College. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based and algorithm-driven approach with personalized asset allocations mainly constructed from Vanguard funds and ETFs. The firm manages a large client base through a high client-per-advisor ratio supported by its digital platform and team servicing model.

Stephen Smith is a financial advisor with Wells Fargo Clearing in Concord, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 2001. Outside of his financial advisory role, Smith serves as an umpire for local recreational baseball leagues. 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.