Norah Pliss is a financial advisor at Merrill with five years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America since 2023, following two years at The Vanguard Group. Her background includes roles outside finance, such as with City Year and entrepreneurial activities at Flamingo Kid Enterprises. 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.

Ryan Miller is a Series 66-registered advisor with LPL Financial and has less than one year of industry experience. His prior work includes roles in education and corporate settings, including positions at State College Area School District, Focused Wealth Advisors, Cooper Vision, and Penn State. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Catherine Hunter is a CFP® professional with 27 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds Series 63 and Series 65 licenses and acts as a Trustee for Hemphill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Timothy Rahmeier is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously worked at Commonwealth Financial Network and Resource Financial Planning Corporation. Outside of his advisory role, Rahmeier is president and owner of Advance Financial, Inc., a private company operating in the securities and investment advisory sector. 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, model portfolios, third-party asset management, and institutional platforms, with a broad range of advisory services supported by advanced research and operational tools.

Richard Jarman is a CFP®-certified financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors. His prior roles include ten years at Wells Fargo Clearing and two years at Prudential Equity Group, LLC. Outside of advisory work, he holds ownership interests in several small business ventures related to commercial and farm land leasing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm combines its proprietary research and planning tools with optional implementation through brokerage or advisory programs.

Amelia Metzler is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she held positions at Bank of America Merrill Lynch, North Star Resource Group, and Saint Francis University. 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.

Gregory Porcaro is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles in accounting as president of a CPA firm and leadership positions in real estate management and development companies. Outside of advising, he is involved in several business ventures including real estate and accounting. 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, including financial planning and model portfolios, supported by advanced research and operational tools.

Matthew Cova is a CFP® with nine years of industry experience, currently serving as a financial advisor at LPL Financial. He has previously worked at Commonwealth Financial Network and Resource Financial Planning Corp. Outside of his advisory work, he coaches and provides private training classes through Defiance Strength and Conditioning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Adams is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2006. In addition to his advisory role, he has been affiliated with New York University since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Donald Wolf is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2013, with a brief hiatus from 2016 to 2017. Outside of advisory work, he owns a business that facilitates sales and shipments of awards, such as pins and watches, in the Northeast region and also writes financial plans for another Ameriprise advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jordan Bilodeau is a CFP® with nine years of industry experience, currently affiliated with Mass Mutual Investors Services. He has worked at Spaugh Dameron Tenny since 2017 and previously at HF Financial from 2015 to 2017. Bilodeau also serves as Director of Financial Planning at an affiliated entity in Charlotte, NC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Gage Mayer is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has held roles at DEECO Inc, the North Carolina Department of Agriculture, and other local businesses prior to joining UBS. Mayer’s background includes diverse positions across both public and private sectors. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets activities.

Linda Ledzian is a financial advisor with LPL Financial in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked with Capital One Financial Advisors and Capital One Advisors. She also operates Linda L. Ledzian Wealth Management, Inc., an entity supporting her LPL business activities. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wesley Osbourn is a financial advisor with Edward Jones in Charlotte, NC, holding CFP®, Series 63, and Series 65 designations and bringing 13 years of industry experience. His career includes prior roles at Fidelity Investments and Tiaa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Jason Loia is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Brendan Kelleher is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has spent his entire career with the firm since joining in July 1990. Brendan holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Brendan graduated from the University of North Carolina at Chapel Hill in May 1990 with a degree in Economics and earned a master's degree from Harvard University, concentrating in Finance. His areas of focus include legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income planning. Outside of his professional work, Brendan is a member of the Carmel Country Club and spends his personal time golfing, running, traveling, and with his family.

Lauren Barricklow is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 license and three years of industry experience. Prior to joining Equitable Advisors, she held various positions including self-employment and roles in education and service industries. She is also the owner and CEO of Pyre Investments LLC, a company involved in seeking and purchasing potential properties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Randolph Jackson Jr. is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has been with Merrill and Bank of America N.A. since 2021. Outside of his advisory role, he works part-time as a delivery employee for DoorDash. 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.

Seth Myers is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans aimed at achieving both current and future financial goals. He emphasizes understanding clients and their families to identify strategies that leverage the full range of Fidelity's resources. Since joining Fidelity Investments in 2016, Seth has held multiple roles, including Planning Consultant, Relationship Manager, Financial Representative, Workplace Planning and Guidance Consultant I, and Defined Contributions Services Representative. Prior to his tenure at Fidelity, he worked as a Personal Banker at Bank of America from 2011 to 2016. He holds a California Insurance License. Outside of his professional responsibilities, Seth enjoys baseball, cooking and baking, family activities, visiting museums, listening to music, and reading.

John Arthur is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation. He has three years of industry experience and has worked within education and religious organizations, including roles with Union County Public Schools and Fort Mill Church of God. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income and tax-aware withdrawal strategies.