Drew Crawford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in serving executives and business owners, focusing on reducing tax burdens, managing compensation plans, and preparing clients for major life events such as selling a business or retirement. His consultative approach is rooted in his experience leading a management consulting team at PricewaterhouseCoopers, where he helped executives at Fortune 500 companies identify and resolve inefficiencies. Drew holds a Bachelor's and Master's degree, including an MBA, from Saint Bonaventure University. He has earned several professional designations such as Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He advises clients on executive compensation plans, corporate benefits, concentrated stock strategies, and restricted stock and stock options. Outside of his professional work, Drew continues to compete in tennis and is involved in his community through organizations such as Junior Achievement and Entrepreneur's Organization. He lives in Charlotte with his wife Holly and their children Brynn and Colin.

Shannon Sandlin is a Certified Financial Planner® at Edward Jones with 17 years of industry experience. She has been with Edward Jones since 2012 and serves as a board member of the Thalian Hall Center for the Performing Arts in Wilmington, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services through a nationwide network of financial advisors.

Nimisha Gohil is a financial advisor at Merrill with a Series 66 designation and 15 years of industry experience. She has been with Merrill since 2011. Outside of her advisory role, she works as a delivery driver for Walmart’s Spark App and is involved in administrative support for Verti LLC as well as management duties at Phillion LLC, a rental property management business. 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, combining asset allocation and trading support.

Katie Bajracharya is a financial advisor at Merrill with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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.

John Stanford is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Uvest Financial Services Group, J. W. Cole Advisors, and A. G. Edwards & Sons. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations.

Kara Lamar is a Financial Consultant at Fidelity Investments, where she has been serving since 2023. She has held multiple roles within Fidelity Investments since 2015, progressing through positions including Planning Consultant, Relationship Manager, Financial Representative, and other specialized roles in brokerage operations and account services. Her professional experience spans various aspects of financial consulting and client relationship management. Kara's approach to financial planning involves understanding the client's personal and family aspirations and values to develop customized wealth strategies. Outside of her professional role, Kara's personal interests include fitness, enjoying food, attending social events with friends, spending time at the lake, music, and traveling.

Mark Babyak is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2006. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Jesse Cassell is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. Before joining LPL Enterprise, Jesse held positions at Marellis, Iron Hill Brewery, Lucky Duck, and the University of South Carolina. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities, using model-driven investment strategies and offering access to third-party asset managers and various financial products.

Brian Smith is a financial advisor at Merrill based in Charlotte, NC, holding the Series 66 designation with 20 years of industry experience. He has been with Merrill since 2005 and has also worked at Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital markets services.

Timothy Ferguson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Bank, N.A. from 2007 to 2016. Outside of his advisory role, he owns a triathlon training business where he creates training plans for triathletes and runners. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services with a notable inclusion of insurance-related vehicles and bank deposit sweep options.

Dave Edwards Jr. is a financial advisor with Raymond James Financial with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at Raymond James Financial Services Advisors Inc. since 2017, following six years at Wells Fargo Advisors. He serves as a successor trustee for Koppenhofer. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through its affiliation with a municipal advisor.

William Gary is a Certified Financial Planner (CFP®) with 43 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously held long-term roles at Nationwide Insurance Companies and Nationwide Advisory Services. Gary is also an independent insurance agent through Holdenrid Insurance Group and owns a business entity, William K Gary & Associates Inc. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered through a network of independent Financial Professionals, utilizing both proprietary and third-party model strategies.

Anna Stolz is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Goldman Sachs. Stolz serves on the Finance and Marketing Committee of the Women's Impact Fund, a nonprofit organization based in Charlotte, NC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in constructing investment recommendations.

John Akeroyd is a Market Leader at Fidelity Investments, where he leads a team of financial professionals. His role involves partnering with clients to develop comprehensive financial plans that address investment strategies, charitable giving, and generational wealth transfer tailored to clients' needs and goals. John has been with Fidelity Investments since 2013, progressing through roles from Assistant Branch Leader to VP, Branch Leader, before assuming his current position in 2021. His experience encompasses leadership within the organization and client-focused financial planning. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Kimberly Overcash is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 29 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wachovia Bank, N.A. and Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Christopher Kale is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and previously worked at Lowe’s Home Improvement and The FIND Lab. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions through its extensive platform.

Frank Clemente is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary management and a broad range of financial products like insurance-related vehicles and bank deposit sweep programs.

Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Martha Bonner is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at Tringali Occupational Therapy Services for five years. 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.

Samantha Wolffis is a financial advisor at Merrill with a Series 66 designation and eight years of experience in the industry. She has been with Merrill since 2018 and previously worked in the food service industry. 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 individual and institutional clients.