Jan Wething is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Merrill since 2002. 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 strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Crane is a Planning Consultant at Fidelity Investments. He joined the firm in 2024 and has held positions including Financial Representative and Relationship Manager before his current role. He focuses on providing clients with financial clarity and supports them in achieving long-term success through personalized planning. His approach integrates analytical analysis and empathetic client engagement to navigate complex financial situations. William emphasizes understanding each client's unique circumstances to align strategies with their priorities. Outside of his professional responsibilities, William enjoys activities such as golfing, tennis, table tennis, traveling, and exploring culinary experiences.

Todd Galeota is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Artez Powell Jr. is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at ReBalance and various fitness and insurance-related businesses. He serves in the U.S. Army Reserve, a role he has held since 2013. 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 investors.

Robert Lawrence is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with four years of industry experience. He has been with Merrill since 2010, totaling 16 years at the firm. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

David Fohr II is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS Financial Services, Wells Fargo Clearing, LPL Financial, MSI Financial Services, Morgan Stanley, and Citigroup Global Markets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ray Little is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 8 years of industry experience, working at Wells Fargo Clearing Services since 2018 and Wells Fargo Bank since 2016. 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 more than 14,000 advisors and offers a combination of brokerage and advisory solutions supported by in-house research and third-party analytics.

Jeffrey Kendall is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2007 and also operates Triumvirate Financial Services, a related business entity associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Thomas Bounds is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2020 and previously served in roles at Southeast Baptist Church and Pfafftown Baptist Church. Bounds is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on clients ranging from non-high-net-worth to high-net-worth individuals.

Sandlin Douglas is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Bank of America, Wells Fargo Clearing, and Wachovia Bank. He is active in several nonprofit organizations in the Winston-Salem area, serving as board chair of Senior Services of Forsyth County and holding leadership roles with The Summit School and other community institutions. 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.

Stephan Buker is a Financial Consultant who collaborates with families to understand their goals and needs. He works closely with clients to develop personalized financial plans tailored to their unique situations. He has held several positions at Fidelity Investments, including Investment Consultant (2022-2023), Fixed Income (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2020). These roles have contributed to his experience in investment consulting and client relationship management.

Adam Davey is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on legacy planning, personal retirement planning, and tax minimization. Adam works with clients to develop strategies that address their short-, mid-, and long-term financial goals and provides ongoing advice tailored to changing needs. He facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Before transitioning to financial advising, Adam spent ten years in the golf industry as a member of the PGA. His passion for investing motivated a career change that continues to emphasize helping clients in meaningful ways. He describes his approach as transparent, honest, and focused on simplification and stress reduction in the financial planning process. Adam holds a Bachelor's Degree from Pfeiffer University, an Associate's Degree from Loughborough University, and a High School Diploma from Spalding Grammar School. He has earned the Personal Investment Advisor (PIA) designation. Outside of work, Adam enjoys golfing, soccer, and spending time with his family.

Kevin Rohner is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Wells Fargo in 2025, he worked at UBS Financial Services for six years and held positions at The Vanguard Group, Raycom Media, Glory Days Grill, and Turf Valley Resort. He also has experience with the University of South Carolina and the Howard County Youth Program. 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 combines internal research and third-party analytics to manage approximately $671 billion in assets through a large network of advisors, offering both brokerage and advisory solutions.

Kyndall Moore is a financial advisor at Fidelity with 18 years of industry experience. Moore holds Series 63 and Series 66 licenses and has previously worked at Captrust Financial Advisors, Capfinancial Securities LLC, F&M Bank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Anna Edwards is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2025, she worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Kenneth Lake Jr. is a financial advisor at Cambridge Investment Research Advisors with the ChFC® designation and Series 65 and 63 licenses. He has four years of industry experience and has previously worked at firms including NYLIFE Securities, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Matthew Brown is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 15 years of prior experience at Cafe Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mark Szeghy is a financial advisor with Primerica Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 1999. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Christopher Harvey Rice is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Banc of America Investment Services. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Brent Collins is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 credential and eight years of industry experience. Prior to joining Merrill in 2018, he worked at Wells Fargo for eight years. Outside of his advisory role, Mr. Collins serves on several nonprofit boards, including the Leukemia & Lymphoma Society and Leadership Winston-Salem, and is involved with the Novant Health Forsyth Medical Center Foundation. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.