James Sadleir is a financial advisor with Vanguard Advisers, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021. Prior to that, he worked at Drive Wealth Advisers and held positions outside the financial sector. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Thomas Duke III is a financial advisor at Merrill with a Series 66 designation and under two years of industry experience. His prior work includes roles at Bank of America and a variety of positions outside the financial sector, including at Topgolf and a restaurant business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Schlesinger is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He joined The Oberheide-Schlesinger Group in 2007 following the completion of an intensive wealth management analyst program. In his role, Brandon leads the group's efforts in third-party asset manager selection, due diligence, and performance measurement, in addition to overseeing operational and compliance matters for the team. Prior to his current position, Brandon was a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. He holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. Brandon also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

John Mejia is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 supported by research and analytics.

Bryce Moritz is a Financial Advisor with Merrill Lynch Wealth Management. He holds a bachelor's degree in Mathematics with a minor in Business Administration from Clemson University. Bryce grew up in northern Maryland and has a background that includes a variety of family experiences. Bryce specializes in creating personalized financial plans that address clients' unique goals, including college education planning, family wealth management, retirement income strategies, and legacy planning. He emphasizes tax minimization strategies and aims to develop tailored and adaptable plans that grow with his clients' needs. In addition to holding the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations, Bryce enjoys sports such as basketball, chess, football, golfing, and tennis, as well as watching movies. His approach involves understanding what matters to clients and their families to assist in pursuing their financial objectives.

Charles Ball is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2007. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Benjamin Parker is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016, working in Charlotte, 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Bennett is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. His work history includes roles at Wells Fargo Clearing, First Citizens Investor Services, and Morgan Stanley. 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, utilizing research and analytics alongside diversification principles and modern portfolio theory.

Katherine Vega is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, N.A. and Merrill since 2019, following positions at Wells Fargo Clearing and Wells Fargo. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Jim Cantalupo serves as the Managing Partner of The CBC Group and holds the positions of Managing Director and Senior Resident Director - Private Wealth Advisor at the Ballantyne office in Charlotte, North Carolina. With a career in financial services beginning in 1988 and joining Merrill in 1995, he specializes in customized wealth planning strategies tailored for wealthy families, senior executives, and business owners. His focus areas at The CBC Group include trusts, estate planning services, and executive compensation. Jim earned his bachelor's degree from the University of South Carolina and is a graduate of the Cannon Trust School. He holds the CERTIFIED FINANCIAL PLANNER® certification and completed executive leadership programs at the Wharton School of Business, Georgetown University's McDonough School of Business, and the Yale School of Management. Additionally, he holds professional designations such as Certified Plan Fiduciary Advisor, Personal Investment Advisor, Retirement Benefits Consultant, and has expertise in sports and entertainment financial planning. Active in the community, Jim has served as Vice Chairman of the National Board of Directors for the National Multiple Sclerosis Society and currently is president of the Charlotte Soccer Academy, the largest non-profit competitive youth soccer club in North Carolina. He resides in Charlotte with his wife Joanie and their two children. His personal interests include traveling, golfing, and collecting wine.

Jonathan Dean is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and five years of industry experience. He has held multiple roles within Vanguard and has been self-employed in various capacities since 2018. Outside of his advisory work, he contracts as a marketing and geofencing strategist for a marketing agency. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware and customizable investment options at scale through digital delivery and a large team of advisors.

William Dagit Jr. is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and 24 years of industry experience. He has worked previously at Royal Alliance Associates, Inc. and Lakeside Financial Services, LLC, where he also serves as a managing member. In addition to his advisory roles, he operates a sole proprietorship providing tax consultation and preparation services. OSAIC Wealth serves a broad mix of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a range of programs including comprehensive financial planning, advisor-managed portfolios, and third-party money manager options.

Meredith Reilly is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Boston College and Bank of America before joining Merrill in 2018. 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 institutional investors.

Matthew Hepner is a financial advisor with Vanguard Advisers, holding the Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Vanguard Advisers since 2021 and previously worked at Bird from 2018 to 2020. Hepner is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and offers portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through a digital delivery and team servicing model.

Andrea Buschur is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, she is the owner of See Joy Enterprises of NC, an Italian Water Ice business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

Tywon Pelzer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and four years of industry experience. In addition to his advisory role, he is the owner and operator of Quality Command Pressure Washing and serves as a transportation officer in the Army National Guard. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and team servicing model.

Matthew Pritchard is a financial advisor at Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026 and has prior experience in retail and self-employment roles. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations and manages portfolios largely composed of Vanguard funds and ETFs.

Jamahal Singh is a CFP® and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial industry. He has worked at Fidelity Investments since 2022 and previously held roles at SeCU Life Insurance Company and State Employees' Credit Union. Outside of his advisory work, he is involved in managing a rental property. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Henry Ighile is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and four years of industry experience. Outside of his advisory role, he is involved as a sales agent with Genesis Auto Broker, LLC, an auto brokerage firm. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, employing proprietary methodologies to personalize asset allocations using predominantly Vanguard funds and ETFs.

Julian Busby is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds the Series 66 designation and has worked previously at United Planners' Financial Services and Carolina Financial Partners. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and primarily invests through Vanguard funds and ETFs.