Jeremy Brown is a financial advisor at Merrill in Charlotte, NC, with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America since 2018, following two years at Caci. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erika Lamarque is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at E*Trade Securities and Montessori at Vickery. Outside of her advisory work, she is involved in coaching at Charlotte Latin School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Briana Campion is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. She is part of The Beanland Group, where she works with individuals, families, and business owners to assist with retirement planning, legacy creation, and managing complex financial situations. Briana focuses on creating customized investment plans tailored to each client's needs, emphasizing personalized service and ongoing attention. She holds the CERTIFIED FINANCIAL PLANNER® certification and has completed her master's degree in Trust and Wealth Management from Campbell University's Lundy-Fetterman School of Business, graduating summa cum laude. Briana also earned her bachelor's degree from the University of North Carolina at Chapel Hill. Her professional credentials include Series 7 & 66 FINRA registrations and an NC Life, Health & Accident insurance license. Outside of her professional duties, Briana enjoys activities such as boating, reading, skiing, tennis, traveling, writing, and spending time with her family. She is also involved in the Women's Giving Network of Wake County.

Jonathan Wise is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at The Vanguard Group, Inc. from 2021 to 2024 and has a background that includes nearly a decade at the Charlotte Mecklenburg Library. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Daniel Willis is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Bankers Life Securities and Robert Half International. Willis is based in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions, utilizing proprietary research and planning tools to develop tailored recommendations.

Brian Moldenhauer is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options. The firm’s investment recommendations draw on proprietary research and third-party data, operating within a defined product ecosystem that includes affiliated sub-advised options.

Bailey Psuik is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, Bailey held positions at Bank of America, Merrill, and First Bank. Outside of finance, Bailey has experience working with the Republican Party of Florida. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Cheryl Scovell is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement-income planning with written Recommendation Reports and tax-aware withdrawal strategies.

Richard Robinson is a CFA® charterholder with nine years of industry experience. He is currently with Wells Fargo Clearing in Charlotte, NC, and has held prior roles at Wells Fargo Bank, Great Western Bank, Portia Capital Management, and Cetera Investment Advisors. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Evan Guest is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, business owners, and high-net-worth families who are navigating increasingly complex financial lives and seek clarity beyond traditional financial planning. His role involves helping clients simplify complexity and make confident, informed decisions aligned with their priorities as their careers and financial situations evolve. Evan focuses on areas including retirement planning and income strategies, investment management and portfolio construction, tax-efficient investing strategies, wealth transfer and legacy planning, concentrated stock and RSU management, alternative investments, college planning, charitable giving strategies, insurance planning and risk management, as well as banking and lending solutions through Bank of America. He aims to provide clients not just with strategy but with clarity and confidence to translate a lifetime of work into long-term security and meaningful legacy. He holds a Bachelor's Degree from the University of North Carolina System and has earned the Certified Private Wealth Advisor (CPWA) and Chartered Retirement Planning Counselor (CRPC) designations. Evan is also a member of the UNC Charlotte Alumni Association.

Turner Bobbitt is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing bespoke wealth management strategies tailored to individual clients. He emphasizes understanding clients' personal and financial circumstances to create strategic plans aimed at achieving their financial goals. Turner holds a Bachelor's Degree from Washington and Lee University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in Charlotte, North Carolina, he is dedicated to assisting families in the area to find confidence in their financial planning. Outside of his professional role, Turner enjoys cooking, interior decorating, running, swimming, traveling, watching movies, and spending time with his family.

Joseph Brown is a Series 66-credentialed advisor at Wells Fargo Clearing with three years of industry experience. Prior to his financial advisory role, he spent 14 years at MR Motorcycle. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary investment services tailored to plan objectives and risk tolerances.

Calvin Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, and involvement in the mortgage and real estate business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated non-securities products and services.

Henry Winslett III is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Wells Fargo Securities from 2011 to 2018. Winslett is a co-founder and Treasurer of WARD'S Foundation, a nonprofit focused on supporting families with rare diseases. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary advice on asset allocation, investment manager selection, and performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes an ESG eligibility framework, and features broad derivatives and commodities capabilities.

Ryan Culpepper is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds professional designations including Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA). Ryan Culpepper earned a Bachelor's Degree from Wingate University.

Justin Howard is a financial advisor at Fidelity with 10 years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Northwestern Mutual and NC State Employees Credit Union. Outside of his advisory role, Howard is the sole proprietor of Howard & Co, a financial counseling and therapy practice based in Charlotte, NC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies.

John Sontag is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Merrill from 2007 to 2015. 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 from Wells Fargo Investment Institute.

Joshua Shelton is a financial advisor at Edward Jones in Kings Mountain, NC, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Broad River Retail dba Ashley HomeStore from 2016 to 2018. Outside of his advisory role, he is vice president of C J Farms Inc in Shelby, NC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the country.

Taylor Stevens is a Wealth Management Advisor at Merrill Lynch Wealth Management, joining the firm in 2016 as part of the Wright Beach & Associates team. He focuses on assisting individuals, families, and business owners in navigating financial complexities related to career shifts, business transitions, retirement, family growth, and evolving goals by providing personalized and adaptable wealth strategies. Taylor holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Exit Planning Advisor (CEPA®) designation, which provide him with specialized knowledge in financial planning and business transition strategies. His expertise includes areas such as education planning, executive compensation, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Born and raised in Columbia, South Carolina, Taylor graduated magna cum laude from the University of South Carolina with a degree in Finance. He currently resides in Charlotte, North Carolina, with his wife Laine, their son Russ, and their pets. His personal interests include golfing, music, traveling, and spending time with his family.

Mitchell Hutula is a financial advisor at Raymond James & Associates with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Raymond James, he worked at TIAA and TEK Systems. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting across a range of portfolio management styles.