Jack Kuhlman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, BMO Harris Bank, and Westco. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Jacob Rhoads is a Financial Advisor at Merrill Lynch Wealth Management. He partners with professionals to connect planning, investments, and broader financial resources into one cohesive strategy. His work focuses on supporting clients as they approach or navigate important financial decisions tied to career changes, retirement timing, or consolidating investment accounts. Jacob brings structure and clarity to complex financial situations to help align decisions with long-term goals and priorities. His expertise covers a range of areas including education planning, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Jacob's approach is personal and straightforward, emphasizing clear, practical financial plans designed to support confident long-term decision making without unnecessary complexity. Jacob holds a Bachelor's Degree from the University of South Carolina and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys cooking, golfing, reading, skiing, spending time with his family, and watching movies.

Sarah Schweppe is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Stephen Duckett is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, professionals, and business owners in making confident financial decisions through personalized wealth management and goal-based planning. Since joining Merrill in May 2024, he has focused on developing customized strategies around wealth accumulation, retirement planning, investment management, risk management, and legacy planning. With over a decade of experience in financial services, including advisory roles at Worth Advisors, Wells Fargo Advisors, and UBS Financial Services, Stephen has developed a disciplined and client-centered approach. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Christian Brothers University after attending Xavier University in Ohio. Stephen is originally from Memphis and now resides in Charlotte. Outside of his professional life, Stephen has community involvement with Junior Achievement of Memphis. He enjoys activities such as golf, travel, fitness, exploring new restaurants, and spending time with his dog, Jax.

Ryan Sochacki is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley and its affiliates since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning arrangements.

Sean Gelband is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Valet King Florida. 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 create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high client-to-advisor ratio.

Brody Rowan is a financial advisor with Merrill in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at LPL Financial LLC, Northwest Bank, and Target. Before entering financial services, he worked for Penn State Libraries and Bemus Point Schools. 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.

Andrew Howe is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and GCG Wealth Management, where he also serves as an insurance agent offering fixed insurance products. Based in Charlotte, NC, Howe has been with Osaic since 2024. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, providing integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset types and offers access to third-party money managers and wrap programs.

La Quinta Paige is a financial advisor with Ameriprise in Charlotte, NC, holding Series 66 and Series 63 licenses and having six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, The Vanguard Group, and Wells Fargo, as well as involvement with entrepreneurial and community organizations such as Jireh Juices LLC and Blessed to be a Blessing. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Cherry Jr. is a financial advisor with Cambridge Investment Research Advisors in Belmont, NC, holding CFP® and ChFC® designations with 12 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He has served as president of the Rotary Club of Gastonia and holds board positions with the United Way of Gaston County, Living Hope Church, and the Boys and Girls Club of Greater Gaston. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through a network of independent professionals, utilizing both proprietary models and third-party strategies across multiple custody platforms.

Kyle Holloway is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill since 2016 and Bank of America since 2017. Outside of his advisory role, Holloway serves as an intelligence analyst for the South Carolina State Guard. 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 clients including individuals, high-net-worth investors, and institutions.

Christina Blackmon is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.

Ryan Bogert is a financial advisor at Merrill based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has less than one year of industry experience. His prior roles include positions at Bank of America, DYSIS, Wells Fargo Clearing Services, and LPL Financial. 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.

Amanda Rachau is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her work history includes roles at Pfs Investments Inc. since 2010 and involvement with Pfs University from 2012 to 2018. She also engages in sales of investment-related products and receives compensation for referrals of home security, automation, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan services.

Sherman Spears is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses. He has held positions at Wells Fargo Bank and United Parcel Service and served in the United States Army. Spears has approximately one year of experience in the financial advisory industry. 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Maegan Citron is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Fidelity Investments, E*TRADE, and The Vanguard Group. Prior to her advisory career, she held various roles including positions outside finance. Strategic Advisers LLC, a Fidelity Investments company where she works, provides investment management and advisory services to a variety of clients including retail and institutional investors. The firm combines fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Craig Selimotic Danforth is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Alliance Bernstein and Jewelers Mutual Insurance Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and custodial relationships.

Joshua Peters is a CFP® and holds a Series 66 license, with four years of industry experience. He has worked at Edward Jones since 2021 and previously held positions at Flexential and Time Warner Cable. He is based in Gastonia, NC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Patty Hanna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary public and also works as a retail sales associate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Keith Johnson is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2004 and Bank of America since 2010. Based in Charlotte, NC, his career includes extensive experience within these firms. 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 and profit-sharing plans, corporations, and charitable organizations.