Cameron Yusko is a financial advisor at LPL Financial in Charlotte, NC, with nine years of industry experience. He holds a Series 66 designation and has worked previously at Royal Alliance Associates, Inc. and Sii. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Mark Lucas is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, following five years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model allocations and incorporates an ESG eligibility framework.

Michael Reddish is a CFP® and Series 63-registered financial advisor with Merrill in Charlotte, NC. He has 11 years of industry experience, all with Merrill since 2015. Merrill, together with 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 using model-based and discretionary investment strategies.

Sandi Mc Carter is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2022. She has three years of industry experience, including roles at Procar and as a self-employed professional. Mc Carter serves as a board member for both the Stowe Point Homeowners Association and the Rotary Club of Gastonia. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers comprehensive advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Jeffrey Coble is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he coaches both high school JV and varsity basketball teams and travel basketball in the Charlotte area. 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.

Donald Presson is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera Wealth Services since 2013. In addition to his advisory role, he serves on the Endowment/Planned Giving Committee at Sharon Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that operates a multi-manager platform, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients nationwide. The firm supports a broad range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Paola Rivera Llorens is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. Her background includes roles at Bank of America and Banco Popular de Puerto Rico, as well as time spent in training and education. 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 clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Matthew Ludwick is a CFA® charterholder with six years of industry experience. He is currently an advisor at Edward Jones and has previously worked at Hancock Whitney Bank/Cetera Investment Advisers LLC, LPL Financial, The Vanguard Group, and held roles at the University of North Carolina at Charlotte and Mississippi State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wen Zhang is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, Wen worked for Pingan Life Insurance Co. of China, Ltd from 2015 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA 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 vehicles and bank deposit sweep options among its investment offerings.

Thomas Freisen is a CFP®-certified financial advisor with seven years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Clearing Services, RHI General Group, and Triton Financial Planning Group. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, and institutional platforms, supporting over 22,800 advisors with more than $819 billion in discretionary assets.

Ryan Leaf is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Merrill, and Bank of America. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Overby is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC and New York Life, as well as a decade at T-Mobile before transitioning into financial 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 roughly $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Windley is a Series 66-licensed financial advisor with Merrill in Charlotte, NC, with 13 years of industry experience. He has been with Merrill since 2012. Outside of his advisory role, he serves as a board member on the finance committee for the Warlick Family YMCA in Gastonia, NC. 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, pension plans, corporations, and charitable organizations.

Richard Sterling is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients by focusing on what truly matters in their financial lives, providing guidance on a range of topics including tax-efficient investment strategies, retirement income, estate planning coordination, insurance evaluation, and lending options. Richard emphasizes building evolving financial plans tailored to clients' unique circumstances, family priorities, and market conditions. He specializes in areas such as college education planning, executive compensation, family wealth management strategies, LGBT wealth planning, liquidity management, personal retirement planning, women and wealth, tax minimization, and retirement income. Richard is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a bachelor's degree and a master's degree from the University of North Carolina System. Outside of his professional work, Richard enjoys basketball, biking, cooking, football, hiking, music, skiing, soccer, spending time with his family, and watching movies. He is a member of the Metrolina Business Council and participates in community activities such as the 24 Hours of Booty event.

Bobby Saunders Jr. is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds a Series 66 designation and has a background that includes 11 years of service in the U.S. Army, followed by roles at GoHealth and the U.S. Census Bureau. Outside of his advisory work, he is involved in project management through Ocupacion LLC, where he contributes to big picture planning. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product options, including insurance-related vehicles and bank deposit sweep programs.

Dana Gooch is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of experience in the industry. Prior to joining Wells Fargo Clearing in 2019, Dana worked at Wells Fargo Bank NA for 23 years. 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.

Amy Matthews is a financial advisor at Edward Jones in Lincolnton, NC. She holds a Series 66 designation and previously worked for Lincoln County Schools for 12 years before joining Edward Jones in 2025. Edward Jones is a 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandon Mainz is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior work includes roles at PFS Investments Inc., Stock UP LLC, and Axio Financial. Outside of advising, he works as an Uber driver in Charlotte, NC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven strategies from third-party asset managers with discretionary and separately managed account options.

Stephen Wang is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Clearing for eight years before joining LPL Financial. Outside of his advisory role, he is a business owner of Without Limit Inc., a venture unrelated to investments. 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 services and platforms, including financial planning, model portfolio programs, and institutional solutions, supported by technology tools for operational and research assistance.

Amanda Quinn is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2017, alongside roles at Bank of America and U.S. Bank. Outside of her advisory work, she serves as a golf attendant at Tempo Golf Club and is a board member for the Barringer Square Homeowners Association. 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 strategies for individuals, high-net-worth clients, and institutional investors.