Bennett Brooks is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he worked at LPL Financial and has an extended background connected to Clemson University in various roles. 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 and institutional clients.

Michael Fayed is a CFP® professional with 27 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2018 and previously worked at Summit Financial Group. Fayed serves on the boards of the Boys and Girls Club of Gaston County, the Heart Society of Gaston County, and the Gaston Community Foundation. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management approaches and platform arrangements.

Jose Amaya Crespo is an advisor at Vanguard Advisers with three years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior work includes roles at the Internal Revenue Service, the Texas Comptroller of Public Accounts, and Fidelity Investment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Patrick Casey is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and Robinhood Financial. Outside of his advisory role, he is involved with LSC Property Management, LLC as a landlord and owner. 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 approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a high volume of client relationships through a combination of technology and advisor support.

Christopher Bryan serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing strategic financial advice with a focus on retirement and exit strategies, tax efficiencies, and employee benefit plans. His client base includes business owners, individuals, and institutional clients across Pennsylvania and nationwide. With over 20 years of diverse financial experience, including corporate accounting, mergers and acquisitions, and commercial real estate, Christopher applies a broad perspective to wealth building and retirement readiness. He emphasizes the formulation of asset, lending, liquidity, tax, and risk strategies aimed at optimizing clients' financial outcomes. Christopher collaborates regularly with clients' CPAs and attorneys to coordinate tax minimization, exit planning, and estate strategies throughout the year. Christopher holds two Bachelor of Science degrees in Accounting and Finance from Rutgers University and is a Certified Public Accountant. He holds several professional designations such as Certified 401(k) Professional, Certified Exit Planning Advisor, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Outside of his professional work, Christopher serves as treasurer on the board of Project 440, where he mentors young musicians and teaches financial literacy to underserved youth and families in the Philadelphia area.

Xavier Rigail Checa is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2017 and previously worked at Wells Fargo Home Mortgage from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

Janay Donaldson is a financial advisor at Ameriprise with 10 years of industry experience and holds Series 65 and Series 63 licenses. Prior to joining Ameriprise, she worked at LPL Financial, The Vanguard Group, and TIAA, and is also involved with Harold's Chicken and Ice Bar. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that combines investment research and algorithmic tools to provide tailored, tax-aware withdrawal strategies.

Joseph Haney is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and has previously worked with Thompson Wealth Group and at Raymond James Financial Services, Inc. Outside of his advisory role, Haney is associated with Thompson Wealth Group as a non-investment related support advisor. 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, and institutional entities. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Bryan Labadia is a Certified Financial Planner® with 15 years of industry experience, currently serving at Vanguard Advisers. His career includes roles at The Vanguard Group and TIAA, and he has entrepreneurial experience through Labadia Enterprises LLC and Legacy Moto Apparel. Vanguard Advisers provides goal-based, algorithm-driven investment advice to retail investors and retirement plan participants, combining automated digital platforms with human support. The firm manages a large client base using proprietary models and a broad range of Vanguard funds and ETFs.

Mohammed Abdelaziz is a financial advisor at Fisher Investments with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Distributors, LLC. Fisher Investments serves institutional and private clients globally, offering discretionary portfolio management across equity, fixed-income, and blended mandates, along with sub-advisory and retirement plan services. The firm’s investment decisions are guided by a centralized policy committee using quantitative and qualitative research to construct diversified portfolios.

Eric Larose is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also has a background working at Publix Supermarkets since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notably broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Luke Marlovits is a financial advisor at Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has recently begun his career in the financial industry. His prior work experience includes roles at Equitable Advisors and Surfs Up Acai Bowls. 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 through more than 14,000 advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Robert Weimer II is a CFA® charterholder with 13 years of industry experience. He has worked at Edward Jones since 2024 and previously spent a decade at THE Vanguard Group, Inc. in various roles. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nick Delvecchio is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with The Vanguard Group since 2012. 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 construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kelli Green is a financial advisor with Vanguard Advisers, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. She has been with THE Vanguard Group, Inc. since 2004 and previously worked at Windyrush Country Club from 2019 to 2022. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, leveraging Vanguard funds and ETFs with tax-aware features and customization options.

Mandy Barton is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Merrill since 2015. 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Davidson Carroll is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked briefly at Equitable Advisors and has held various positions in the food service and retail industries. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Patrick Powers is a financial advisor with LPL Financial based in Charlotte, NC, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Waddell & Reed, INC. for 12 years and has been involved with organizations such as the Rotary Club of Ballantyne, where he served as a speaker coordinator, and BNI Professional Connections as a power team coordinator and vice president. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits, offering a range of advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

Edward Busch is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Vanguard in 2025, he worked at Equitable Advisors, New South Wealth Management, Cambridge Investment Research, Tata Consultancy Services, and Prudential. 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 approach using proprietary models to deliver personalized asset allocations and offers a wide range of customization options through predominantly Vanguard funds and ETFs.

Michael Holdenrid is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Nationwide Securities LLC and Nationwide Insurance. Outside of his advisory role, he is president of Caden Wealth Management, LLC, and operates as an independent insurance agent through Holdenrid Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.