Valencia Hill is a Series 66-licensed financial advisor at Merrill with 2 years of industry experience. She has worked at Bank of America, N.A. and Wake Forest University since 2025 and has been with Merrill since 2014. Hill serves as a board member of the Greensboro Symphony Orchestra, where she participates in voting on initiatives and promoting attendance. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stephen Collie is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 15 years. Outside of his advisory role, he serves as a director on the Pass Perfect Executive Advisory Board and is active on a committee for Classroom Central, a nonprofit supporting teachers 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 to individuals, high-net-worth clients, and institutions, implementing trading, account administration, and custody support.

Peyton Godbey is a financial advisor at Merrill with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, Godbey worked at Equitable Advisors and has been involved with the Charlotte Soccer Academy as a youth soccer coach. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary investment strategies for a range of individual and institutional clients.

Christian Coyle is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Invictus Capital Partners and has a background that includes roles in the solar energy sector and accounts payable. Outside of his advisory role, he serves as a consultant for Veritas Capital, LLC, a company specializing in distressed real estate properties. 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, pensions, corporations, and charitable organizations.

Jacob Betz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Trinity Wealth Securities, Florida Financial Advisors, and Tristate Financial Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screens and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Philip Fuller is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. He worked at Merrill Lynch, Pierce, Fenner & Smith from 2013 to 2019 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christopher Ekstrom is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill and Bank of America since 2020, following positions at Fifth Third Bank, Oneamerica Securities, and American United Life. Outside of his advisory role, he is a general partner and managing member of Lil & Clem Sales, LLC, assisting with administrative duties. 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.

Carmen Hall is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Prior to joining Ameriprise, she worked in various roles across different industries, including positions at Rover, Smiling Moose, and Hop and Barrel Brewing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Steve Boland is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with seven years at Merrill and four years of prior experience at Duke University. He serves as an officer for CYPGives, Inc., a charitable organization that fundraises for local nonprofits in Charlotte, and is a board member of The Charlotte ETA Group, which supports acquisition entrepreneurs and business development in the Charlotte area. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grace Cassada is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2026, she was involved in event planning with Monarch Event Planning and worked at Aqua Wave Express Car Wash. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Caroline Acosta is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2004, with a brief period at Chase Investment Services Corp. in 2005. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Stephanie Titus is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 credential with 16 years of experience at Merrill and a total of 4 years in the 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 in Charlotte, NC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at MSI Financial Services, Wells Fargo Investments, and Ameriprise. Gomberg has been affiliated with LPL Financial in various capacities since 2005. 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 through its network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies with a broad investment approach and operational support tools.

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 having 11 years of industry experience. His prior roles include positions at PNC Investments, Kalos Management, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of investment adviser representatives.

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 at Wells Fargo Advisors with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and divorce planning.

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 in Charlotte, NC, holding Series 63 and Series 65 designations with seven years of industry experience. His prior roles include positions at Equitable Distributors, LLC, and Jackson National Life Distributors LLC. Before entering the financial industry, he spent ten years working in education. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering a range of brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by tools such as risk-tolerance questionnaires and efficient frontier analysis.