Benjamin Parker is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016, working in Charlotte, NC. 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.

John Bennett is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His work history includes roles at Wells Fargo Clearing, First Citizens Investor Services, and Morgan Stanley. 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 alongside diversification principles and modern portfolio theory.

Katherine Vega is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2019, following positions at Wells Fargo Clearing and Wells Fargo. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jim Cantalupo serves as the Managing Partner of The CBC Group and holds the positions of Managing Director and Senior Resident Director - Private Wealth Advisor at the Ballantyne office in Charlotte, North Carolina. With a career in financial services beginning in 1988 and joining Merrill in 1995, he specializes in customized wealth planning strategies tailored for wealthy families, senior executives, and business owners. His focus areas at The CBC Group include trusts, estate planning services, and executive compensation. Jim earned his bachelor's degree from the University of South Carolina and is a graduate of the Cannon Trust School. He holds the CERTIFIED FINANCIAL PLANNER® certification and completed executive leadership programs at the Wharton School of Business, Georgetown University's McDonough School of Business, and the Yale School of Management. Additionally, he holds professional designations such as Certified Plan Fiduciary Advisor, Personal Investment Advisor, Retirement Benefits Consultant, and has expertise in sports and entertainment financial planning. Active in the community, Jim has served as Vice Chairman of the National Board of Directors for the National Multiple Sclerosis Society and currently is president of the Charlotte Soccer Academy, the largest non-profit competitive youth soccer club in North Carolina. He resides in Charlotte with his wife Joanie and their two children. His personal interests include traveling, golfing, and collecting wine.

William Dagit Jr. is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked previously at Royal Alliance Associates, Inc. and Lakeside Financial Services, LLC, where he also serves as a managing member. In addition to his advisory roles, he operates a sole proprietorship providing tax consultation and preparation services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of programs including comprehensive financial planning, advisor-managed portfolios, and third-party money manager options.

Meredith Reilly is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Boston College and Bank of America before joining Merrill in 2018. 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, and institutional investors.

Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Tywon Pelzer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. In addition to his advisory role, he is the owner and operator of Quality Command Pressure Washing and serves as a transportation officer in the Army National Guard. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and team servicing model.

Jamahal Singh is a CFP® and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial industry. He has worked at Fidelity Investments since 2022 and previously held roles at SeCU Life Insurance Company and State Employees' Credit Union. Outside of his advisory work, he is involved in managing a rental property. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Sarah Frimel is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011. Sarah has a beneficial interest in a family-owned real estate LLC but does not have an active role in its operations. 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.

Zachary Walker is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and UNC Charlotte. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm primarily utilizes model-driven investment strategies and provides access to third-party asset managers, financial planning, and a range of affiliated financial services.

Kimberly Kaylor is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Kaylor is also involved with Williamson Wealth Group, a support company based in Cornelius, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through advisory programs and a broad advisor network.

Patrick Barnett is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. He has prior experience at VOYA Financial Advisors, Cetera Wealth Services, and Equitable Advisors. Barnett also has involvement in a business entity related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options, utilizing various strategies and advisor support tools.

Terry Freeman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and was previously with LPL Financial from 2013 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes options for discretionary management as an ERISA fiduciary, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Tammy Gilley is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 1997. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing annual advice.

John Matheny is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked for 10 years, and has a background that includes positions at Wells Fargo Bank NA, Ameriprise, and other firms. Based in Charlotte, NC, his credentials also include Series 63 and Series 66 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Chad Winchester is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His career includes various roles within Wells Fargo entities since 2017 and a position at National Planning Corporation in 2016. Outside of his advisory work, he owns a self-storage business in Waxhaw, NC. Wells Fargo Advisors is a national securities firm that offers investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from the Wells Fargo Investment Institute with diversification principles to support its investment solutions.

Isabella Casey is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and beginning her industry career in 2024. Her prior experience includes roles at Salisbury University in both the Perdue School of Business and the President's Office, as well as a position at The City of Salisbury Mayor's Office. She also has a background in education and community service through work at local schools and a country club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Lauren Burthey is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at JPMorgan Securities LLC, HB Wealth Management, LLC, and held roles at Duke University Fuqua School of Business. Outside of finance, she had involvement with Ride Cycle Studio and Sweatlab LLC. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Chaz Bailey is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before taking on his current role in 2024. Prior to this, he held financial advisor positions at Consolidated Planning, Inc. in 2023 and Northwestern Mutual Wealth Management Company from 2021 to 2023. Chaz focuses on helping clients align their investment strategies with their goals through a collaborative approach centered on understanding and serving their unique needs. His professional experience spans multiple roles in the financial advisory field, providing him with insight into investment consulting and wealth management. Outside of his professional work, Chaz has personal interests that include biking, fitness, running, and swimming.