Alexander Baran is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he worked at Wells Fargo Investment Institute, Inc. and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions.

Alexian Gomberg is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He has worked with LPL Financial since 2014 and joined the LPL Enterprise team in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from internal and third-party sources.

Kathleen Burns is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at Ford Motor Credit Company for 34 years. She also serves as an executor in a fiduciary capacity outside of her advisory role. 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 and institutional clients.

Todd Davis is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. His prior roles include eight years at PNC Investments and a brief tenure at Kalos Management and Kalos Capital. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Nowack is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses. He has been with Wells Fargo Bank since 2021 and began his role at Wells Fargo Clearing in 2026. Prior to his financial services career, his work history includes roles in retail and public safety as well as education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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.

Lisa Ashlin is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing, and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Allison Zelli is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James & Associates since 2007, including roles at related Raymond James entities since 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management strategies.

Benjamin Fauzio is a financial advisor at Osaic Wealth, Inc. in Charlotte, NC, holding Series 63 and Series 65 credentials with six years of industry experience. Prior to joining Osaic in 2026, he worked at Equitable Distributors, LLC and Jackson National Life Distributors LLC. He spent ten years in education before entering the financial services industry. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and investment platforms to manage portfolios on both discretionary and non-discretionary bases.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Todd Galeota is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Artez Powell Jr. is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at ReBalance and various fitness and insurance-related businesses. He serves in the U.S. Army Reserve, a role he has held since 2013. 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 investors.

Robert Lawrence is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with four years of industry experience. He has been with Merrill since 2010, totaling 16 years at the firm. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Raiford Chappell is a financial advisor at Merrill with one year of industry experience and holds a Series 66 designation. His work history includes roles at Merrill Lynch, TransTech, Wilmington Expogo, and Wake Forest University. 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.

David Fohr II is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Wells Fargo Advisors. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Ray Little is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing Services, LLC since 2018 and Wells Fargo Bank NA since 2016. Prior to his current roles, he spent a year at Grill Marks. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jeffrey Kendall is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with LPL Financial since 2007 and also operates Triumvirate Financial Services, a related investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of financial planning, advisory programs, and consulting services.

Thomas Bounds is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and has prior involvement with Primerica Financial Services. Outside of his advisory role, Bounds has served in leadership positions at Southeast Baptist Church and Pfafftown Baptist Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, with an operational model focused on tiered wrap fees and active management of investment models.

Sandlin Douglas is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at institutions including Bank of America, Wells Fargo Clearing, and Wachovia Bank. He serves as board chair of Senior Services of Forsyth County and holds board positions with several nonprofit organizations focused on education, the arts, and community welfare. 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, and institutions, integrating strategic asset allocation and tax-aware options.

Stephan Buker is a Financial Consultant who collaborates with families to understand their goals and needs. He works closely with clients to develop personalized financial plans tailored to their unique situations. He has held several positions at Fidelity Investments, including Investment Consultant (2022-2023), Fixed Income (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2020). These roles have contributed to his experience in investment consulting and client relationship management.

Adam Davey is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on legacy planning, personal retirement planning, and tax minimization. Adam works with clients to develop strategies that address their short-, mid-, and long-term financial goals and provides ongoing advice tailored to changing needs. He facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Before transitioning to financial advising, Adam spent ten years in the golf industry as a member of the PGA. His passion for investing motivated a career change that continues to emphasize helping clients in meaningful ways. He describes his approach as transparent, honest, and focused on simplification and stress reduction in the financial planning process. Adam holds a Bachelor's Degree from Pfeiffer University, an Associate's Degree from Loughborough University, and a High School Diploma from Spalding Grammar School. He has earned the Personal Investment Advisor (PIA) designation. Outside of work, Adam enjoys golfing, soccer, and spending time with his family.