Caitlin Erickson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has operated The Impeccable Pig, a separate business, since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets and employing over 14,000 financial advisors.

John Cox is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Bank since 2021 and previously worked at First Horizon Bank from 2016 to 2021. Wells Fargo Advisors is a national securities firm providing 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.

Jordan Pratt is a Merrill Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and saving for unforeseen circumstances, with support from Bank of America specialists in banking, credit, home financing, and small business solutions. Jordan holds a Bachelor's Degree from James Madison University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved with the James Madison University Young Business Professionals Council and contributes to the Ronald McDonald House of Greater Charlotte.

Kara South is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing four years of industry experience. She has previously worked with Vanguard Advisers, Inc. and The Vanguard Group, Inc. Outside of her financial advisory role, she operates South Studio Collective LLC and has worked as a contracted food courier. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Shay Desouza is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Merrill since 2011 and also has a long-term role at Wegmans since 2008. 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.

Connor Kitson is an advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior work background includes roles at LPL Enterprise LLC, Align Technology, and Lightwave Dental, among others, as well as educational positions at Wake Forest High School and Heritage Middle School. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a wide range of capital markets solutions.

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.

Jason Bailey is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Vanguard Marketing Corporation and The Vanguard Group, Inc. He previously operated Baileys Total Home Care for 12 years. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering tax-aware and customizable investment solutions at scale.

David Jones is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing 23 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and a prior role at CapFinancial Securities LLC. From 2014 to 2020, he was involved with Seaboard Brewing Company. 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 across a broad range of financial products.

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.

Wesley Gaines is a CFP® professional with 20 years of industry experience, currently serving at Vanguard Advisers since 2023. He has been affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2006. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach that incorporates proprietary methodologies and Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and personalized advisor support.

Jeremy Huberty is a Series 66-licensed financial advisor with Vanguard Advisers, based in Charlotte, NC. He has 22 years of industry experience, all spent with The Vanguard Group since 2004. Vanguard Advisers delivers both automated and human-supported investment advice, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Veronika Kuzko is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has worked at Primerica Financial Service and has been a travel agent at Archer Travel Service, Inc. since 2021, organizing various personal and business travel arrangements. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Jordan is a financial advisor with Primerica Advisors in Rock Hill, South Carolina, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2017, and prior to that, worked at Tempur Sealy Inc. for eleven years. Outside of his advisory role, he is a licensed notary public in South Carolina and operates a handyman service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and maintaining oversight of its investment models.