Dallas Kirby is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group, Inc. and the U.S. Census Bureau. Outside of advising, he owns a fashion blog called Taste Makers Palette, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience and a Series 66 designation. His prior work includes positions at Primerica Advisors, The Vanguard Group, and Allegheny Technologies Inc. In addition to his advisory roles, he is involved with Metro Public Adjustment. 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 sources.

William Lee Fulbright is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as education funding, retirement planning, and long-term family financial objectives. His approach emphasizes clarity and transparency to help clients navigate the complexities of investing. Mr. Fulbright holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Carolina at Charlotte.

Gene Lenfest Jr. is a financial advisor with Ameriprise in Denver, NC, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm employs a centralized consulting team and combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations.

Paul Sercer is a financial advisor at Wells Fargo Clearing in Charlotte, NC, with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Clearing since 2016. 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 sources.

Melanie Hughes is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, bringing 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 extensive research and analytics.

Harrison Brooks is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at LPL Enterprise and has held roles outside finance, including positions at Augusta National Golf Club and YMCA Camp Cheerio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Timothy Mcclurg is a financial advisor at Ameriprise with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Riversource Distributors, Inc. for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing managed accounts and using algorithmic tools overseen by a dedicated committee.

Savannah Susanin is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Her prior roles include positions at Humana, Inc. and NBCUniversal, as well as work related to UNC Kenan-Flagler Business School. 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 and analytics.

Misan Wiles is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2021. His prior experience includes roles at Wells Fargo Clearing and Target. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Mowrer is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fisher Investments and LPL Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Schultz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2019 and previously held positions at RHI General Group and Furman University ITSC. 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.

Jackson Bobinski is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Hardhat Workforce Solutions, BluSky Restoration, Lowe's Home Improvement, and Federal Express Corporation. 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.

Joshua Kaufman is a financial advisor with Ameriprise in Charlotte, NC, holding Series 65 and Series 63 credentials. He has been with Ameriprise since 2024 and has over two years of industry experience. 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, combining investment research and algorithmic analysis to provide tailored recommendations.

Cameron Sinclair is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and having three years of industry experience. Prior to joining Wells Fargo Clearing, Sinclair worked at Wells Fargo Bank and gained additional work experience at Food Lion. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and access to products through bank and insurance affiliates.

Sara Heiligenthaler is a financial advisor with LPL Financial, holding the Series 66 designation and having one year of industry experience. She previously worked at Eight Eleven Group and Brooksource for three years and has had roles at Spectrum Enterprise and DHFS Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rylee Billings is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Rylee worked at Edward Jones and has professional experience in retail and technology sectors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Scott Blanchard is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Karen Hartz is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Edward Jones. Outside of her advisory work, she owns a small retail business that sells candles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Brenda White is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as vice president, secretary, and bookkeeper of an automobile dealership. 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 the Wells Fargo Investment Institute.