Lesia Marino Brolinson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. Her prior roles include positions at Bank of America, N.A., and Merrill. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Granville Washington is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Investments. 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.

Steven Balerna is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Outside of his advisory work, he owns and manages INTERIE LLC, a business that sells products on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Mark Whelan is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Lockheed Martin and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm offers investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Molly Rice is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 65 and Series 63 designations. Rice has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2001. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Garrett Davis is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Vanguard Advisers, he worked at firms including Wells Fargo Clearing Services and LPL Financial. Davis also has experience in event rentals and fireworks sales. Vanguard Advisers offers automated and human-supported investment advice 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 portfolios primarily composed of Vanguard funds and ETFs.

Patrick Conlan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Merrill. Outside of his advisory role, he owns a rental property business in Baldwin, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, utilizing research from their investment institute and third-party sources to guide portfolio construction.

Alexandra Puzon is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, N.A. since 2020. Alexandra is also a notary public in Raleigh, NC. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Jesus Cortez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo since 2016 and briefly at J.P. Morgan Securities in 2013. Outside of his advisory role, he owns Ridgeline, a cybersecurity consulting business, and Veteran Wealth Arsenal LLC, an educational media and publishing company. Wells Fargo Advisors is a national securities firm that offers 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 supported by research from Wells Fargo Investment Institute.

Patrick Traynor is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2025. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Emma Gibney is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, she worked with Vanguard Group and has experience in both financial services and teaching. Outside of finance, she is contracted with Twitch to provide live content streaming. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including retirement plans, with investment advisory, financial planning, and consulting services. The firm employs a research-driven approach using diversification principles and portfolio theory and offers a range of brokerage and advisory solutions.

Kenneth Zdziarski is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. and has worked at various Vanguard entities since 2026. Outside of finance, he is a freelance musician. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, 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 combined with a team servicing model.

Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, he worked in various roles across retail and education sectors. He serves on the Board of Directors for the University of North Carolina Greensboro - Bryan School Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives and third-party managers, offering a range of investment programs including mutual funds, ETFs, and alternative investments.

Julia Truslow is a CFP® with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2017. Prior to that, she worked at Oxman, Riggins & Associates from 2014 to 2017. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Dugan is a financial advisor at Vanguard Advisers with ChFC®, Series 66, and Series 63 credentials and two years of industry experience. Prior to joining Vanguard, he worked with NYLIFE Securities, LLC and the New York Life Insurance Company. Vanguard Advisers provides 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 create personalized portfolios primarily composed of Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor teams.

Steven Bonetto is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He began his investment career as a mutual fund broker and bond trader before joining Merrill more than two decades ago. Steven’s professional focus includes college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Steven holds a Bachelor's and a Master's Degree in Marketing and Management from St. Bonaventure University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He was named to the 2023 Forbes “Best-in-State Wealth Advisors” list. Residing in Charlotte, North Carolina, Steven is active in professional organizations, The Boy Scouts of America, and is a member of St. Matthews Church. His personal interests include boating, camping, football, hiking, hunting, ice hockey, music, skiing, traveling, and yoga.

Brian Moroz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 66 and Series 63 designations. His work history includes positions at Wells Fargo Bank, First Republic Bank, and MBSC Securities Corporation. 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 combines research from Wells Fargo Investment Institute and third-party data to guide investment decisions, offering both brokerage and advisory solutions across a wide range of financial products.

Samantha Kingsley is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following a one-year tenure at Bank of America. 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.

Shemar Clarke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and DiSys, as well as roles outside finance such as at the University of Guyana and the Ministry of Foreign Affairs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.