Tyler Crawford is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Fifth Third Bank, and The Vanguard Group, as well as positions in educational institutions. He has worked in the Charlotte, NC area throughout his career. 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 uses research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

Nathan Silvis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Advisors, LLC and various Wells Fargo entities dating back to 2012. Outside of his advisory work, he is a co-owner of a rental property in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cameron Chapman is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. He has worked with Cambridge Investment Research, Inc. and WealthGuard Insurance Services, LLC, where he is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Sharon Santizo is a financial advisor at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she holds power of attorney for a non-investment-related entity. 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 to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Lane Henry is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America for three years and has experience consulting for The House Mountain Group, LLC. Outside of finance, he provides dog walking and house sitting services in Seattle. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Grace Lostetter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their personal wealth management plans with their goals, focusing on areas such as retirement planning, family wealth management strategies, employee financial health, and small business strategies. Mary Grace provides clients with access to the investment insights of Merrill and the banking convenience of Bank of America, supporting a range of financial needs including mortgages, life insurance, and investments. She earned her Bachelor of Science degree in Industrial Management with a double major in Economics from the Tepper School of Business at Carnegie Mellon University. Mary Grace holds FINRA Series 7 and 66 registrations, a Life, Accident, and Long Term Care insurance license, a mortgage loan license, and the Certified Plan Fiduciary Advisor (CPFA) designation. Her expertise includes assisting business owners in establishing and maintaining fiduciary standards for 401(k) plans and workplace retirement plans. Mary Grace lives in Lake Wylie in Charlotte with her husband and four children. She is a member of several professional and community organizations, including the Charlotte Estate Planning Council, Charlotte Rotary Club, Merrill Lynch Women's Exchange where she serves as president, and the National Association of Women Business Owners (NAWBO) Charlotte. Additionally, she is involved with the Charlotte Country Day School and enjoys interests such as golf and attending community events.

Gary Collins is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Collins operates SCM Arms, a business licensed to buy, sell, and manufacture firearms. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and third-party research.

Jacqueline Salazar is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill, she worked at Todd Greene CPA PLLC Accountants and held roles at the University of North Carolina at Charlotte, Central Piedmont Community College, Michaels Stores, and Ardrey Kell High School. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated within Bank of America’s broader corporate platform.

Peter Senick is a financial advisor with Equitable Advisors in Ridgeway, SC, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he serves as Board Chair for the Academy of Finance at Olympic High School and owns Senter Rock Capital LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Jose Holguin is a financial advisor at Merrill based in Charlotte, NC, holding the Series 66 designation with six years of industry experience. He has worked with Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional accounts. The firm integrates its investment services within Bank of America’s wider corporate platform, providing access to a range of products including swaps, derivatives, and lending.

Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary advice supported by a broad affiliate network and specialized municipal finance capabilities.

Ryan Lopez is a financial advisor at Morgan Stanley with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Brooks International and the University of Alabama. Lopez is based in Charlotte, NC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs focused on tailored financial planning supported by structured discovery processes and advanced modeling tools.

William Giddens is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career has been primarily with Wells Fargo entity affiliates since 2011. He has a 50% ownership interest in Wing Management, LLC, an investment-related business based in Tucson. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menu.

Micah Cooke is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has been in the financial industry since 2021, previously working seven years at Red Lobster. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Haney is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in financial services, focusing on wealth management strategies for clients and businesses. He holds a Bachelor's Degree from Appalachian State University. Bryan has earned several professional designations, including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Bryan resides in Charlotte with his family. In his spare time, he enjoys spending time with his family and playing golf.

Tracee Pearson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She previously worked at Morgan Stanley and Jpmorgan Chase Bank, N.A. outside of her current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Chirag Patel is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously associated with Wells Fargo Advisors, LLC and First Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Kimberly Ann Loughlin is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2009. Outside of her advisory role, she serves as executor and holds power of attorney for her parents. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Katlin Moran is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and with 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support diversified investment strategies.

Evan Clatterbuck is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019 and previously worked at Wells Fargo Bank from 2016 to 2019. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.