Jack Quist is a financial advisor with MassMutual Investors Services holding a Series 66 credential. He began his financial services career in 2023 with Wells Fargo and has been with MassMutual and its subsidiary since 2024. Outside of advising, he is involved with Go Big Red Management LLC as an investment analyst focused on real estate opportunities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs a collaborative, annual planning process using firm-approved analytical tools and provides various event-driven planning programs.

Stephen Nett is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Charlotte. He began his financial services career after graduating from the University of Georgia in 1994, initially working as a floor broker on the trading floors of The Chicago Board of Trade. In 2002, Stephen transitioned to wealth management by joining Merrill Lynch in Charlotte, where he has focused on helping clients achieve their financial goals. Stephen holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as well as the Personal Investment Advisor (PIA) credential. He and his wife Raili have lived in Charlotte for over two decades and are raising their two daughters, Kennedy and Finley. Stephen emphasizes the privilege and responsibility of assisting clients in financial success as a key motivation in his work.

Patrick Powers is a CFP® certificant with 16 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with professional and community organizations such as BNI Professional Connections and the Rotary Club of Ballantyne, where he has served as speaker coordinator. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, combining advisory services with extensive non-advisory financial products.

Susan Shoe is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2018. Outside of her advisory role, she is Vice President of Shoe Private Wealth Advisors, a wealth management and consulting firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports specialized municipal and public-finance services.

Michael Holdenrid is a financial advisor at Cambridge Investment Research Advisors with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Nationwide Securities LLC and Nationwide Insurance. Outside of his advisory role, he is president of Caden Wealth Management, LLC, and operates as an independent insurance agent through Holdenrid Insurance Group. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of investment platforms and proprietary model strategies.

James Rodgers is a financial advisor with Merrill in Charlotte, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. His prior experience includes roles at Bank of America, B. Riley Wealth Management, National Securities Corporation, and Equitable Advisors. Outside of his advisory work, Rodgers is licensed as a life insurance and annuity agent with B. Riley Wealth Insurance. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

Kathy Sommer is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. In her role, she collaborates with clients to build and enhance relationships, focusing on creating multi-generational and dynamic partnerships with the families she supports. Her professional experience centers on wealth management planning, where she applies her expertise to assist clients in achieving their financial goals. Outside of her professional work, Kathy engages in activities such as spending time at the beach, gardening, reading, volunteering, and practicing yoga.

Conor Miller is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at RetireOne, Inc., EF Legacy Securities, Jackson National Life Distributors LLC, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Okwuchi Uhiara is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at firms including AllState Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver diversified model portfolios.

Dante Sammarco is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 credential and has worked at several firms including VALIC Financial Advisors and Lighthouse Planning Consultants. Outside of his advisory role, he serves as a sports league official for local YMCA soccer and basketball leagues in Charlotte, NC. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Michael Barbero is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with PFS Investments, Inc. since 2011 and has also been associated with Primerica Financial Services since 1992. In addition to his advisory role, he receives non-investment related compensation through referrals for home security and automation products as well as loan products from affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Liam Duggan is a Financial Consultant who collaborates with local families to assist them in growing, protecting, enjoying, and passing on their wealth. Currently, he serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this position, Liam held various roles at Fidelity Investments, including Investment Solutions Representative III from 2022 to 2023, Investment Consultant in 2022, and Investment Solutions Representative from 2021 to 2022. Before joining Fidelity Investments, he was an Asset Transfer Specialist at Vanguard from 2019 to 2021.

Benjamin Weiskopf is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has been with Wells Fargo Clearing Services since 2025 and has a background that includes ten years at Chapman University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Alexander Mc Laughlin is a Series 66-licensed advisor at Merrill with less than one year of industry experience. Prior to joining Merrill, he held roles at the University of Kentucky and North Carolina State University and was self-employed for two years. 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.

Arnold Solalinde is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. His work history includes roles at Wells Fargo Bank, Best Buy, and Cracker Barrel. 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.

Luis Barrera is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Bank NA, Fidelity Investments, and Truist 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Justin Jones is a Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of advisors and fosters an environment conducive to their professional success. Prior to his current role, he gained experience as a Financial Consultant and Investment Consultant at Fidelity Investments from 2020 to 2025. His career in financial services began with roles at Charles Schwab, Edward Jones, and State Farm between 2016 and 2020. Throughout his career, Justin has developed expertise in financial consulting and investment advisory services. His progression through various positions within the industry reflects a broad understanding of financial planning and client service. Outside of his professional life, Justin enjoys camping, hiking, outdoor adventures, and traveling. He also values family activities and parenthood.

Caleb Glick is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Bank of America, and Merrill in prior periods. Outside of his advisory role, he is a co-owner of a family rental property. 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 strategies supported by internal and third-party investment teams for a range of individual and institutional clients.

Madison Britt is Vice President and Financial Consultant at Fidelity Investments. In this role, she works closely with clients to develop comprehensive financial plans tailored to their families' goals and needs. Madison utilizes strong communication, thoughtful planning, and in-depth analysis to implement personalized strategies leveraging Fidelity's offerings. Madison has been with Fidelity Investments since 2019, progressing through various roles including Relationship Manager, Planning Consultant, and Financial Consultant before her current position. She holds a California Insurance License.

Abigale Smalley is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held various roles including positions at Bruegger's Bagels and Applebee's/RMH Franchise Holding. 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 accounts.