Anthony Perrotta is a financial advisor with Merrill in Charlotte, NC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. 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 a range of individual and institutional clients.

Marilyn Hoyle is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and bringing 35 years of industry experience. Her prior roles include positions at International Advisory Consultants Inc., Anderson & Strudwick, Incorporated, and UBS 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 offers both brokerage and advisory solutions, leveraging research and analytics to support investment decisions across a broad platform of products and services.

Joseph Lipe is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Robert W. Baird since 2013. Lipe serves as the investment committee chairman for the Randall B. Terry Foundation, a charitable organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Robert Dulskis is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

John Tyers is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 66 designations and has held roles at firms including Merrill, Citizens Bank, and AdvisorEngine/Templeton. 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 through a broad network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Carter Straub is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and based in Charlotte, NC. He has been with Wells Fargo Clearing Services since 2025. Outside of his advisory role, he has business interests including founding Real LLC and previously worked at Yianni's Taverna. 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 offers both brokerage and advisory solutions, incorporating research from Wells Fargo Investment Institute and third-party resources.

Lauren Hall is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2021. Prior to joining UBS, she held roles at BAE Systems, Central Boarding Academy, and Oshkosh Corporation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

William Thomas is a financial advisor at UBS Financial Services with six years of industry experience. His prior roles include positions at Wells Fargo Clearing, Linden Thomas & Company Securities, and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm applies proprietary capital market assumptions and research to tailor investment plans aligned with clients' goals and risk tolerances.

Edwin Garcia is a financial advisor with Merrill based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Merrill in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. 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 offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roman Moriarty is a CFP® professional with four years of industry experience, currently associated with LPL Financial in Charlotte, NC. His background includes roles at Ameriprise, UBS Financial Services, and The Vanguard Group. Outside of finance, he operates a small business selling car stickers and works as a model. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party strategies across various asset classes.

Chase Greeson is a Planning Consultant at Fidelity Investments, where he focuses on enhancing and managing client relationships within the Financial Consultants' team. He works to effectively communicate with clients to address their concerns and complex issues, ensuring they receive priority attention and support. Chase has experience in several roles at Fidelity Investments, including Relationship Manager and Customer Relationship Advocate, positions he held prior to his current role. Before joining Fidelity, he gained experience as a Payroll Intern at Pendo.io. In his personal time, Chase has interests that include beach activities, fitness, food, golf, soccer, and traveling.

Zachary Farmer is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has worked with The Pinnacle Financial Group and Commonwealth Financial Network prior to joining LPL Financial. Outside of advising, he operated Farmer Painting Plus for eight years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Ryan Dukes is a financial advisor with Edward Jones in Charlotte, NC. He holds a Series 66 designation and has a background that includes five years at Wells Fargo and six years at Ernst & Young before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Ricardo Desoto II is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Outside of his advisory role, he serves as a board member of a nonprofit focused on youth and athletics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses.

Alexanderia Moore is a Series 66-licensed financial advisor with Merrill in Charlotte, NC, bringing three years of industry experience. She has a long tenure at Bank of America since 2003 and previous roles in education at Western Carolina University and Henry Ford Community College. She has created a business entity named Great Moorening LLC, though it is currently inactive and unrelated to her investment work. 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.

Yvette Mills is a financial advisor at Fidelity with 20 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at TIAA-CREF and Procurement & Contract Services Solutions (PCSS). Outside of her advisory role, she serves as a board member of the Jamaican American Cultural Association and acts as a financial officer for PCSS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Madison Rosenberg is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley, Madison worked at Family Motors Too Inc and Fidelity Investments, and has served as a board member for the University of Tennessee Charlotte Alumni Chapter. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering financial planning and estate planning strategies supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs through its extensive network of advisors.

Mai Lee is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations with 23 years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Mai worked at LPL Financial for seven years and held positions at BB&T Investments and BB&T Securities. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.