Corrina Halter is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and six years of industry experience. Her prior roles include positions at JP Morgan Chase and Equitable Advisors. Outside of her advisory work, she serves as an estate executor in an investment-related capacity. 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 portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital platform combined with advisor support.

Simon Abegg is a financial advisor at Vanguard Advisers with CFP® certification and Series 65 and 66 licenses. He has three years of industry experience, including prior roles at WR Wealth Planning and NewEdge Advisors. Outside of his advisory work, Mr. Abegg serves as a Brand Ambassador for Wine on Ward, LLC, promoting wine, beer, and spirits products. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using Vanguard funds and ETFs, with a distinctive focus on scale and digital delivery through a large advisor team.

Tyler Mote is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and MassMutual Life Insurance Company. Outside of his financial advisory role, he is a distributor for Amway, involved in retail sales of nutrition, beauty, personal care, and home products. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written financial recommendations within structured annual planning engagements.

Sarah Cerulo is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has worked with Wells Fargo in various capacities since 2007. Outside of her advisory work, she serves as co-trustee for investment-related family trusts. 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 offers both brokerage and advisory solutions and employs research-based investment approaches grounded in diversification and modern portfolio theory.

Corey Rodahl is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 registrations and 11 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously held positions at US Bank and Fraser LTD. 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 roughly $671 billion in assets with more than 14,000 advisors and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Brown is a Series 66-licensed advisor with Merrill, based in Pennington, NJ. He joined Merrill in 2025 and has prior experience at firms including Jensen Hughes, Glazing Concepts, and Mountain Lake Pool and Patio. Brown also attended Elon University from 2021 to 2025. Merrill 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 investors. The firm is integrated within Bank of America's broader platform, providing access to a wide array of financial products and services.

James Lalor is a Series 66-credentialed financial advisor with Merrill in Denver, NC, with 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor is also an inactive Ready Reserve Captain in the United States Marine Corps. 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 a range of individual, institutional, and charitable clients.

Lucas Rhoy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance, KeyBank, Mosley Financial Group, and NY Life Securities. Outside of finance, he worked at the Portsmouth Naval Shipyard and has educational experience at the University of Southern Maine and the University of Maine. 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 leverages research and analytics to evaluate investment options within a broad range of brokerage and advisory solutions.

Madison Turner is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Turner was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Turner has held various roles in the food service industry and has experience working at the University of North Carolina at Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Conosha Williams is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with Vanguard Advisers since 2019 and has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2016. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Adedoyin Adesanya is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. Prior to joining Vanguard Advisers, Adesanya worked at Truist Advisory Services and LPL Financial Services, among other firms. They have affiliations with the University of North Carolina at Greensboro. Vanguard Advisers provides 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 uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs.

Joseph Bayse is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent a year with SunTrust Advisory 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Amelia Harmon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at several firms including Investacorp Advisory Services, PNC Investments, and Stratos Wealth Partners. Harmon is also associated with South State Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Walsh is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work experience includes roles at M&T Bank, Taglich Brothers, and multiple positions with Sotheby's International Realty. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to set personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Jackson Graham IV is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within The Vanguard Group, Inc. and its affiliates since 2022. Prior to this, he held positions in different industries, including education and retail. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, and it manages a large client base leveraging digital delivery and a team servicing model.

Matthew Piro is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 65 designation. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2026. Prior to this, he worked at Financial Resources Federal Credit Union from 2021 to 2025 and has experience in other roles including entrepreneurial activity with Bonji Bowls. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Frederick Owusu Sekyere is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he worked at Cardinal Financial Company from 2020 to 2022 and has held various roles including work related to USC Marshall and Habitat for Humanity. Outside of his advisory role, he provides ride share services in Charlotte on weekends. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients 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.

Samuel Cowles is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work history includes roles at US Tech Solutions Inc, Fastenal, and various service positions. Outside of finance, he has owned and operated Red Rocks Cafe since 2022. 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 uses a research-driven approach that incorporates diversification principles and modern portfolio theory.

Maire Doyle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group and has held various roles including self-employment and positions in technology and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Aalyssa Mitchell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles in the mortgage banking sector and worked at Scotiabank Trinidad and Tobago and Digicel. 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.