Mark Whelan is a financial advisor with Wells Fargo Clearing in Fort Lauderdale, FL. He holds a Series 66 designation and has three years of industry experience. Prior to joining Wells Fargo Clearing, he worked at Lockheed Martin and the University of Central Florida. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm offers investment policy development, performance reporting, participant education, and discretionary investment management grounded in modern portfolio theory.

Garrett Davis is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Vanguard Advisers, he worked at firms including Wells Fargo Clearing Services and LPL Financial. Davis also has experience in event rentals and fireworks sales. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.

Patrick Traynor is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with Vanguard Advisers, where he has worked since 2025. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Emma Gibney is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, she worked with Vanguard Group and has experience in both financial services and teaching. Outside of finance, she is contracted with Twitch to provide live content streaming. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including retirement plans, with investment advisory, financial planning, and consulting services. The firm employs a research-driven approach using diversification principles and portfolio theory and offers a range of brokerage and advisory solutions.

Kenneth Zdziarski is a financial advisor with Vanguard Advisers based in Charlotte, NC, holding a Series 66 designation and 20 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. and has worked at various Vanguard entities since 2026. Outside of finance, he is a freelance musician. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform combined with a team servicing model.

Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, he worked in various roles across retail and education sectors. He serves on the Board of Directors for the University of North Carolina Greensboro - Bryan School Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives and third-party managers, offering a range of investment programs including mutual funds, ETFs, and alternative investments.

Michael Dugan is a financial advisor at Vanguard Advisers with ChFC®, Series 66, and Series 63 credentials and two years of industry experience. Prior to joining Vanguard, he worked with NYLIFE Securities, LLC and the New York Life Insurance Company. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, delivering services at scale through a combination of digital platforms and advisor teams.

Samantha Kingsley is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following a one-year tenure at Bank of America. 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 plans, corporations, and charitable organizations.

Shemar Clarke is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes positions at Wells Fargo Clearing Services and DiSys, as well as roles outside finance such as at the University of Guyana and the Ministry of Foreign Affairs. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses Wells Fargo research and planning tools to develop tailored recommendations for clients.

Cody Bussell is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. He previously worked at Thompson Private Wealth and Allied Millennial Partners. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment approach that combines quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services alongside managing separate accounts and pooled investment vehicles.

Matthew Johnson is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Bryan Edwards is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Pinnacle Financial Partners and First Citizens Bank. He is also employed as a Licensed Bank Advisor at Pinnacle Asset Management, where he refers potential investment clients to Raymond James advisors. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports both advisory programs and institutional consulting.

Michael Doyle is a Series 66 credentialed advisor with Vanguard Advisers in Charlotte, NC. He has been with Vanguard since 2025 and has prior experience working in marketing and creative industries, including roles at Hi-Rez Studios and the Savannah College of Art and Design. 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 uses a goal-based, algorithm-driven investment approach, combining proprietary models with Vanguard funds and ETFs, and manages a large client base through a scalable, technology-enabled platform.

Ariel Murchison is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Vanguard Advisers, Ariel worked at Better Mortgage and Wells Fargo Inc. Outside of advising, Ariel owns and operates Ariel Evon Photography LLC. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

John Patrick West is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining Vanguard in 2018, he worked at Centaurus Financial Inc. and has a background that includes roles outside the financial industry. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and constructs portfolios primarily from Vanguard funds and ETFs with various customization options.

Cole Blankenship is a Financial Consultant at Fidelity Investments. In this role, he draws on Fidelity's resources to develop personalized financial plans tailored to clients' goals, values, and future visions. Cole encourages open communication and partnership with clients to create thoughtful financial strategies. He has been with Fidelity Investments since 2019, gaining experience from various roles including Investment Consultant, Financial Representative, and Investor Center Intern. Prior to joining Fidelity, Cole interned at TMDL LLC, CPA's Consultant in 2018. Outside of his professional career, Cole enjoys outdoor activities such as camping, hiking, scuba diving, skiing, and playing soccer.

Paul Jennissen is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Massachusetts Mutual Life Insurance Co and LPL Financial. He is based in Charlotte, NC. 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.

Orlando DiBacco is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them and their families achieve their goals. Orlando has held multiple positions at Fidelity Investments, starting as an Intern in 2023, and progressing through roles including Financial Services Representative, Financial Representative, Investment Consultant, before assuming his current position in 2026. His professional experience at Fidelity Investments spans various aspects of financial planning and consulting, providing him with a comprehensive understanding of the financial services industry. Outside of his professional work, Orlando enjoys spending time at the beach, attending concerts, and participating in sports such as football, golf, and tennis.

Robert Koch is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 registrations and has worked at several Vanguard entities since 2022, as well as prior roles at Signature Consultants and Liberty Mutual. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.