James Stone is a Financial Advisor with Merrill Lynch Wealth Management, working to assist clients with a range of financial needs. He joined Merrill Lynch Wealth Management in January 2025 after a career of over two decades in the mortgage industry. James holds a bachelor's degree from the University of Arizona and carries the Personal Investment Advisor (PIA) designation. He specializes in helping clients manage complex financial priorities by working closely with them to define goals and develop tailored portfolio strategies. He provides ongoing advice and adjusts strategies as clients' circumstances change. Based in Fort Worth, James lives with his wife Jackie, their daughter, and two dogs. He enjoys spending time with his family, playing piano, and golfing among other activities such as antiquing, cooking, hiking, music, reading, and traveling.

Jay Fitz is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group for 10 years, Waters Doctors for one year, and Lu La Rose for four years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Davidson Sidden is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior experience includes roles at Wells Fargo Clearing Services, Bank of America, N.A., and Merrill. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Anton Nichvidyuk is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His career includes roles at Bank of America, Merrill, and Commercial Bank "Kuban Credit" LLC. He is currently based in Homosassa, FL. Strategic Advisers LLC, a Fidelity Investments company, offers 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, and it maintains a formal advisory role to multiple registered investment companies.

Cooper Bumgarner is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, he worked at Charles Schwab and First Community Bank. He also spent three years at Appalachian State University before starting his career in finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Benton Pruitt is a financial advisor with Cetera in Davidson, NC, holding a Series 66 designation and three years of industry experience. His prior work experience includes roles at Deloitte Consulting LLP and several asset management firms. He is a partner and LLC member at DBK Ventures LLC, where he advises on property management and real estate decisions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad network of affiliated and unaffiliated money managers through various program structures.

Roderick Barnes is a financial advisor with Ameriprise in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Barnes serves on the board of the Gilead Commons Owners Association and is a member of the Lake Norman Advisory Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Levi Klein is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Ameriprise, his work history includes roles at Skyhawk Sports, Superior Asphalt, Kerker Inc., DoorDash, and Shipt. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides retirement-income planning through written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Victoria Ongara is a financial advisor at Wells Fargo Advisors with six years of industry experience. She previously worked at Morgan Stanley for six years and has been associated with Wells Fargo Clearing since 2023. She holds a Series 66 designation and is based in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Julie Long is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked at Merrill since 2017 and previously spent seven years at Robert W. Baird & Co. 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.

Caroline Wilhelm is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at both Wells Fargo and Bank of America, including time with Merrill. 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 employs over 14,000 financial advisors, offering a range of brokerage and advisory solutions supported by research and analytics.

Tyler Kaufman is currently a Planning Consultant at Fidelity Investments, where he works as a part of Wealth Management Teams to assist clients with their financial planning needs. He aims to provide a comprehensive experience by not only supporting financial planning but also serving as a resource and liaison for clients and their families to various areas of assistance available at Fidelity. Tyler has professional experience in financial services, having held positions as a Planning Consultant at Fidelity Investments since 2026, an Investment Consultant at Fidelity from 2024 to 2026, and a Financial Advisor at Edward Jones from 2023 to 2024. Outside of his professional work, Tyler's personal interests include cooking and baking, fitness, exploring food, attending social events with friends, golf, and spending time with pets.

Michael Cole is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he serves on the Town of Mills River Planning Board and is chairman of the town’s Land Preservation committee. 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 supported by research and analytics, with a focus on diversification and modern portfolio theory.

Nicholas Royster is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 designations and approximately two years of industry experience. His prior roles include positions at Auerbach Grayson & Company, LLC and RDR Insurance Services, Inc., along with experience at educational institutions such as Phillips Academy and Ardrey Kell High School. 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.

Tou Yang is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. 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 from Wells Fargo Investment Institute.

Derek Cohen is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Bank of America, N.A. and Bofa Securities, Inc. Outside of his advisory work, he serves as a board member for the Rockport At West Bay Estates Homeowners Association in Wilmington, North Carolina. 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, and institutional investors.

Samuel Turner is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 designations. Turner previously worked at Woodbury Financial Services, Questar Asset Management, Capital Guardian Wealth Management, Anderson & Strudwick, Citigroup Global Markets, Banc of America Investment Services, and Merrill. Outside of his advisory role, he owns and operates Turner Insurance, a sole proprietorship focused on supplemental, whole life, and long-term care insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation, portfolio optimization, and flexible implementation through discretionary and third-party managed strategies.

Norman Perkins is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked for Alliance Coal, LLC for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Michael Fink is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses with two years of industry experience. His prior work includes roles at Bank of America, The Vanguard Group, and several mortgage and insurance companies. Outside of finance, he was involved with Deanos Patios, LLC. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Marshall Fletcher is a financial advisor with Cambridge Investment Research Advisors. He holds a Series 66 designation and has 19 years of industry experience. Prior to joining Cambridge in 2023, he worked at Lincoln Financial Securities and Osaic FS, Inc. He is also an independent insurance agent through his own firm, Fletcher Capital LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across multiple platforms and custodians.