Daniel Hylton is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 65 designation and previously worked at Continental Tire for several years in various roles. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals.

Patrick Wittekind is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Stifel Independent Advisors, LLC for 22 years and has been self-employed for over two decades. Outside of his advisory role, he serves as a trustee for his own defined benefit and 401(k) retirement plans. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports its large network with advanced planning tools and specialized programs such as municipal advisory and SIMPLE IRA Employer Consulting Services.

Jeffrey Gautier is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at Wells Fargo clearing Services LLC and Wells Fargo Bank NA since 2018, and previously with W&S Brokerage Services, Western & Southern Life, and Fonville Morisey Realty. Outside of his advisory role, he serves as executor for his grandmother’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with planning engagements tailored to client needs and optional implementation through brokerage or advisory programs.

Matthew Mc Donough is a financial advisor with Equitable Advisors, holding a Series 66 credential and three years of industry experience. His background includes roles in various sectors, including entrepreneurship with Perplexed Clothing Company LLC and experience in sales through Realty Benefit Services. He is based in Charlotte, NC. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment solutions and provides ERISA fiduciary services to qualified plans.

Thomas Brown is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Edward Jones for 15 years before joining Raymond James in 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Hassan Kaouss is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2023. He is based in Charlotte, NC. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Gialanella is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2018 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. 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.

Luke Stapleton is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Hobart and William Smith Colleges and Shanty Creek Resorts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management offerings.

Dennis Allen II is a CFP® professional with 10 years of experience, currently affiliated with Raymond James & Associates in Charlotte, NC since 2015. He holds the Series 66 designation and has experience as an individual investor in real estate, focusing on buying distressed properties to resell. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, providing financial planning and consulting with a variety of investment management styles and affiliated research.

Lukas Van Beek is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on serving clients with significant success, including business owners, entrepreneurs, senior executives, and investors, helping them close gaps in their financial planning and advance measurable progress toward their life, career, and legacy objectives. Lukas and his team emphasize purposeful action by engaging clients in strategic discussions about their wealth, priorities, and values. They provide structured analysis and persistent focus to pursue ambitious goals, offering a deeper level of thought and robust engagement while helping clients restore valuable free time. He holds a Bachelor's Degree from Washington State University and professional designations including Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Lukas is also involved with the Downtown Seattle Association.

Dianne Bailey is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Robinson Bradshaw & Hinson, PA for 18 years. Her outside activities include serving as a board member and director for several nonprofit organizations, including the Linville Foundation, The Bailey Chipps Family Foundation, and the North Carolina School of Science and Mathematics Foundation. Merrill 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.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, his background includes positions at Northwestern Mutual and experience in several other industries. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party advisory models and offers services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Sun Kyung Bae is a CFA® charterholder with 26 years of industry experience. Bae is currently affiliated with Wells Fargo Clearing and has prior experience at UBS Financial Services and UBS Bank USA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Bernardo Lima is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Citigroup, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Filip Sokolovski is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked at Bank of America and Merrill since 2017 and had a prior role at Uber Technologies. He serves as a board member for the Hawthorne/Tremont Square homeowners association, overseeing the annual budget and neighborhood maintenance. 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, and institutional investors.

Benjamin Maslyn is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds the CFP® and CFA® designations and previously worked at Truist Banks, Inc. Advisory Services and Truist Advisory Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dawn Eller is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2008. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Dominic Di Giorgio is a Financial Advisor specializing in wealth management and retirement planning, based in Charlotte, NC. He focuses on helping individuals, families, and business owners create strategies for financial goals that span generations. Dominic works closely with clients on key financial events such as business sales, liquidity events, and managing concentrated stock positions, providing tailored advice during pivotal moments. His expertise includes retirement strategies, tax-efficient growth, legacy and estate planning, diversification across markets, business transition, and education funding. Through his affiliation with Merrill Lynch and Bank of America, Dominic offers access to a wide range of financial resources including investment strategies, banking solutions, lending, and trust services. His approach emphasizes understanding clients' current situations and goals to design personalized strategies. Dominic holds a Bachelor's Degree from Saint Louis University and the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from Chicago and a dual citizen of Italy and the U.S., he values family and generational planning. In his personal time, he enjoys spending time with his wife, dogs, and family, and follows sports such as baseball and soccer. He is also involved with the Big Ten Conference.

Michael Sullivan is a financial advisor with Fidelity Investments in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Wells Fargo Bank NA and Vanguard. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.