William Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for his mother, dedicating several hours monthly to this responsibility. 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 Wells Fargo Investment Institute and third-party sources.

Brett Erwin is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations. He has been with Wells Fargo in various capacities since 2019 and previously worked at PNC Wealth Management from 2013 to 2019. Wells Fargo Advisors is a national securities firm offering 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Bryce Edwards is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2022. Prior to entering the financial industry, he worked in education with Charlotte-Mecklenburg Schools and attended the University of North Carolina at Chapel Hill. 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 construct personalized portfolios primarily from Vanguard funds and ETFs, combining scale with digital delivery and a range of customization options.

Kenneth Gray is a financial advisor with Merrill in Charlotte, NC, holding the Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America since 1992. Outside of his advisory role, he serves as a fiduciary for two family-owned home renovation businesses operated by his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Isaac Acosta Montenegro is a CFP® professional with 12 years of industry experience currently affiliated with Vanguard Advisers. He has held roles across multiple sectors including real estate sales and home remodeling, with ownership positions at Pivot Remodeling LLC and Finway Insurance Agency, LLC. In real estate, he works as an agent assisting with residential property transactions in Charlotte, NC. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and is notable for its scale and digital delivery model managing hundreds of thousands of client relationships.

Julija Prousalis is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. She has worked at Bank of America, N.A. since 2005. Outside of her advisory role, she volunteered as a yoga instructor at Ashtanga Yoga of Charlottesville from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Edmiston is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and one year of industry experience. He has previously worked at Bank of America, DYSIS, Wells Fargo Clearing Services, Dexian, and Fenix International. 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 and profit-sharing plans, corporations, and charitable organizations.

Jesus Molina is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Molina also has prior experience at Truist Investment Services and Wells Fargo Clearing. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Meredith Richardson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. She previously worked at Merrill and Fidelity Investments. Outside of finance, she has experience in hospitality and service roles, including positions at Taylor's Heat and Air LLC and Blue Reef / Let's Sail. Wells Fargo Advisors is a national securities firm that provides 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, relying on research and analytics from the Wells Fargo Investment Institute and third-party sources.

D'arcy Henson is a financial advisor with Merrill Lynch Wealth Management, operating under the FSA designation. He works closely with clients to develop comprehensive financial plans tailored to support their unique ambitions. His approach encompasses a range of personal goals, including funding education, planning for retirement and potential healthcare costs, and establishing long-term family objectives. With a Bachelor's Degree from the University of Arkansas System, D'arcy integrates clients' personal perspectives and priorities into transparent wealth planning processes. He is committed to simplifying the complexities of investing and connecting all aspects of clients’ financial lives to help them focus on and pursue their most important goals.

Todd Clarke is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Broadridge Financial Solutions and Apex Systems, as well as positions at several universities. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

David Heiligenthaler is a CFP® professional with 33 years of experience in the financial advisory industry. He is currently with LPL Financial and has previously worked at firms including Securities America Advisors, DHFS Wealth Management, and First Allied Advisory Services. He also provides tax preparation and accounting services through a separate business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced technology tools for advisors.

Stephen Head is a CFP® with 19 years of industry experience currently serving at Vanguard Advisers since 2019. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2007. 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 investment approach using proprietary models to construct diversified portfolios primarily from Vanguard funds and ETFs.

Bryan Brown is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Merrill Lynch and PNC and has held various roles outside of finance, including positions at Sherwin Williams and Florida Atlantic University. 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 using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with a focus on digital delivery and tax-aware strategies.

Alexandra Martini is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Bank, Merrill, and Banc of America Investment Services. 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, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Sean Fenerty is a financial advisor at Vanguard Advisers with seven years of industry experience and holds the Series 66 designation. Prior to joining Vanguard in 2026, he worked at Fifth Third Securities and Merrill Lynch. 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, supported by a large team and digital platform.

Edward Dingess is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TIAA-CREF and Maverick Transportation. He maintains an insurance license in Concord, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

Alisa Isenhower is a financial advisor with Wells Fargo Clearing based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 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 provides both brokerage and advisory solutions.

Madhavan Padmanabhan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Ethos Investment Management and B. Thiagarajan & Co, as well as work at Brigham Young University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Lando is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Bank of America and Merrill since 2013. Lando serves as an advisory board member for the Jones-Harrison Foundation and is a board member of Teach For America - North Carolina. 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.