Matthew Dimitrijevs is a Financial Consultant at Fidelity, where he collaborates with clients to develop personalized financial plans that align with their goals. His work focuses on retirement planning, investment management, and assisting clients with various financial decisions, aiming to provide clear and approachable guidance. Matthew has held roles including Investment Consultant at Fidelity Investments from 2024 to 2025, Lead Financial Advisor at Pavlov Financial Group from 2023 to 2024, and Financial Services Representative at Northwestern Mutual from 2021 to 2022. His professional experience spans multiple facets of financial advising and client service. Outside of his professional work, Matthew has interests in food, football, golf, pets, and traveling.

Christopher Hill is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with Vanguard Advisers since 2019 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Hill is based in Charlotte, NC. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, providing digital delivery at scale alongside personalized customization options.

Aidan Doherty is a financial advisor at Merrill with a Series 66 designation. He has worked with Merrill since 2023 and has held previous roles at Waters Wealth Consultants, Bank of America, and Jones Meade and Associates. His experience also includes positions outside of financial services, such as roles at Eddie Bauer and Virginia Tech. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Johnson is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63, 65, and 66 designations and 34 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Leslie Mciver Jr. is a financial advisor at Merrill with 26 years of industry experience and holds Series 63 and Series 66 licenses. He has worked at Merrill since 2019 and previously held positions at Bb&T Securities, LPL Financial, and Banc of America Investment Services. Leslie serves as a board member for a church-related charitable foundation. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, with an emphasis on strategic and tactical asset allocation and tax-aware options.

Grace Anne Dangerfield is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at The Vanguard Group, Inc., Linville Ridge Country Club, and First Citizens Bank. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, providing a broad range of investment and capital markets services.

Zvaitwa Logan is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Wells Fargo Clearing in 2022, she worked at Fourteen 84 from 2017 to 2020 and operated Braniacs Tutoring and Homeschool Services from 2013 to 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary plan-level investment management. The firm’s approach is IPS-driven and incorporates a broader set of financial products, including insurance-related vehicles and bank deposit sweep options.

Ericka Robinson is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. Outside of her advisory role, Robinson also works part-time as a delivery driver for Uber Technologies Inc. and DoorDash Inc. 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 various institutional investors.

Courtney Joyner is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has prior work history at Stanley Black and Decker and North Carolina State University. Outside of advisory work, she is a fitness instructor at Corepower Yoga in Charlotte, North Carolina. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, serving clients primarily in an advisory capacity.

Robert Tancredi is a Series 66 licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities in Charlotte, NC, where he has been since 2021. His prior experience includes roles at Bank of America, Merrill Lynch, and other firms. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process incorporates quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities.

Andrew Kaplan is a financial advisor with Merrill based in Charlotte, NC, holding Series 65 and Series 66 credentials and 28 years of industry experience. He has been with Merrill since 1998 and associated with Bank of America since 2009. Outside of his advisory work, he has a hobby of making and selling pottery, which he has pursued since he was 13 years old. 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 with model-based and discretionary investment strategies.

Michael Feld is a financial advisor at Morgan Stanley in Charlotte, NC, holding a Series 66 credential and with two years of industry experience. Before joining Morgan Stanley in 2023, he worked at Kilroys Sports Bar and Grill and was involved with Indiana University's Student Recreation Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and research to support its advisory services.

David Sehorn Jr. is a CFP®-designated financial advisor with Vanguard Advisers in Charlotte, NC, bringing 19 years of industry experience. He has been with The Vanguard Group since 2006. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach that emphasizes personalized asset allocations with tax-aware features. The firm manages a large client base through a high client-to-advisor ratio and offers model portfolios, stable-value separate accounts, and plan-level managed solutions.

Gabriel Ferrell is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2020. Prior to joining Vanguard Advisers, his background includes roles in various industries such as retail and education. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Michael Stack is a financial advisor with LPL Enterprise in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. His background includes roles at Morgan Stanley and the Augusta National Golf Club. Outside of advisory work, he is involved with a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach using portfolios developed by internal research and third-party strategists, and it offers a range of financial planning and consulting services.

Kelley Acosta is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill Lynch for 25 years. 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 and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Brown Sr. is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc. Outside of financial advising, Brown owns and operates an IT consulting company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm utilizes a multi-advisor platform offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Desmond Wiggan is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been associated with PFS Investments Inc since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers 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 delegates trading responsibilities to BNY Mellon Advisors, maintaining an operational model distinct from many peers.

Gregory Latini is a CFP® with 20 years of experience in the financial services industry. He is currently with Vanguard Advisers and has previously worked at Goldman Sachs Personal Financial Management, United Capital Financial Advisers LLC, TIAA-CREF, CUNA Brokerage Services, and Waddell & Reed. He is also the owner of Operation Sweet Tooth, a nonprofit that supports underserved children and provides AEDs for public spaces. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, focusing on retail and plan participants.

Michael Collegeman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2019. His prior experience includes roles at AIG, Northwestern Mutual, and Edward Jones. He holds Series 63 and Series 66 licenses. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs, with options for tax-aware features and customization.