Marc Ross is a CFP® and CFA® charterholder with 24 years of industry experience. He has been with LPL Financial since 2019 and previously worked at Signator Investors, Inc. and MLR. Ross contributes to the CFA Society of Boston by producing practice questions and guideline answers on a freelance basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research and multiple portfolio management options.

Matthew Mc Donough is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and has worked at Equitable Advisors since 2023. Outside of his advisory role, he is a sales associate for Realty Benefit Services, involved in the sales of a tax account program. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

James Moore is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was with First Citizens Investor Services and First Citizens Bank beginning in 2017, and earlier at Park Sterling Bank. Outside of his advisory work, he has reported occasional activity as a food delivery driver. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Brown is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 66 designations and 18 years of industry experience. Prior to joining Raymond James in 2025, he worked at Edward Jones for 15 years. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Hassan Kaouss is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley in various capacities from 2011 to 2023. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports municipal clients through its public finance and institutional consulting capabilities.

Christopher Gialanella is a financial advisor at Merrill with 7 years of industry experience. He holds the Series 66 designation and has been affiliated with Bank of America, N.A. since 2018 and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2001. 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 wide client base that includes individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s broader platform, providing access to a variety of products and services.

Luke Stapleton is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Hobart and William Smith Colleges and Shanty Creek Resorts. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm leverages proprietary research and model-based asset allocations to tailor investment strategies and combines institutional trading capabilities with wealth management offerings.

Robert Jordan is a financial advisor with Primerica Advisors in Rock Hill, South Carolina, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2017, and prior to that, worked at Tempur Sealy Inc. for eleven years. Outside of his advisory role, he is a licensed notary public in South Carolina and operates a handyman service. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on percentage-based tiered fees and maintaining oversight of its investment models.

Dennis Allen II is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. He holds the Series 66 designation and is based in Charlotte, NC. Outside of his advisory role, he invests individually in real estate, focusing on purchasing and reselling distressed properties. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through its Institutional Fiduciary Solutions division.

Lukas Van Beek is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on serving clients with significant success, including business owners, entrepreneurs, senior executives, and investors, helping them close gaps in their financial planning and advance measurable progress toward their life, career, and legacy objectives. Lukas and his team emphasize purposeful action by engaging clients in strategic discussions about their wealth, priorities, and values. They provide structured analysis and persistent focus to pursue ambitious goals, offering a deeper level of thought and robust engagement while helping clients restore valuable free time. He holds a Bachelor's Degree from Washington State University and professional designations including Certified Private Wealth Advisor (CPWA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Lukas is also involved with the Downtown Seattle Association.

Dianne Bailey is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. Prior to joining Merrill in 2018, she worked for 18 years at Robinson Bradshaw & Hinson, PA. She serves as a board member and director for several charitable organizations, including the Linville Foundation and the North Carolina School of Science and Mathematics Foundation. 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, pension plans, charitable organizations, and corporate fiduciaries.

Sun Kyung Bae is a CFA® charterholder with 26 years of industry experience, currently affiliated with Wells Fargo Clearing. She has previously worked at UBS Financial Services and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients including individuals, corporations, and institutional investors. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bernardo Lima is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Citigroup, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Filip Sokolovski is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017, with prior experience at Uber Technologies. Outside of his advisory role, he serves as a homeowners association board member, overseeing budgeting and maintenance activities. 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, and institutional investors. The firm is integrated with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Benjamin Maslyn is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds the CFP® and CFA® designations and previously worked at Truist Banks, Inc. Advisory Services and Truist Advisory Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dawn Eller is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2008. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, offering access to a wide set of products and services.

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Dominic Di Giorgio is a Financial Advisor specializing in wealth management and retirement planning, based in Charlotte, NC. He focuses on helping individuals, families, and business owners create strategies for financial goals that span generations. Dominic works closely with clients on key financial events such as business sales, liquidity events, and managing concentrated stock positions, providing tailored advice during pivotal moments. His expertise includes retirement strategies, tax-efficient growth, legacy and estate planning, diversification across markets, business transition, and education funding. Through his affiliation with Merrill Lynch and Bank of America, Dominic offers access to a wide range of financial resources including investment strategies, banking solutions, lending, and trust services. His approach emphasizes understanding clients' current situations and goals to design personalized strategies. Dominic holds a Bachelor's Degree from Saint Louis University and the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from Chicago and a dual citizen of Italy and the U.S., he values family and generational planning. In his personal time, he enjoys spending time with his wife, dogs, and family, and follows sports such as baseball and soccer. He is also involved with the Big Ten Conference.

Daniel Arnold is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked with LPL Financial since 2014. 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. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and both discretionary and non-discretionary management.

Michael Sullivan is a financial advisor with Fidelity Investments in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Wells Fargo Bank NA and Vanguard. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.