Paul Haley Jr. is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill Lynch, Robinhood, Ameriprise Financial Services, and Northwestern Mutual. He is based in Charlotte, NC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options like ESG and tax-aware features.

Quincy Page is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience, previously serving ten years in the United States Navy before joining Merrill and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Morris is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His background includes roles at Bank of America, Vanguard, and Wells Fargo Advisors. 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 plans, corporations, and charitable organizations.

Rekha Rajani is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and 21 years of industry experience. Her career includes roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. She has been with Wells Fargo Clearing since 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Borders is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 65 certifications and 24 years of industry experience. He previously worked at Dimensional Fund Advisors for 15 years and most recently at Crossmark Global Investments before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Michael Abbott is a financial advisor with Edward Jones in Gastonia, North Carolina, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Franklin Borders is a financial advisor with LPL Financial in Charlotte, NC, holding Series 66 and Series 63 designations and over 20 years of industry experience. He has worked at LPL Financial since 2015, including previous roles at Commonwealth Financial Network and C.F. Parks, Inc. Outside of his advisory work, he is involved with a real estate rental business through FBB Property Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Brian Roland is a Wealth Management Advisor at Merrill Lynch Wealth Management. He brings over 18 years of experience in the financial services industry. Prior to this, Brian served nearly a decade in the U.S. Army, including roles in the U.S. Army's ceremonial unit known as "The Old Guard" and as a 2nd Lieutenant in the U.S. Army Corps of Engineers with deployments to Korea, Kuwait, and Operation Iraqi Freedom 1 from 2003 to 2004. Brian's professional focus is on delivering a disciplined, consistent, and customized wealth management experience by understanding clients' whole lives to develop tailored financial strategies and recommendations. Brian holds a Bachelor of Arts degree in Criminology with a minor in History from Ball State University and a Master's degree from Georgetown University School of Continuing Studies, completed in 2019. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2016 and the Sports and Entertainment Accredited Wealth Management Advisor™ designation in 2021. Additionally, Brian possesses several professional designations including CFP, CPFA, CRPC, PIA, RAFA, and SE-AWMA. His military background and risk management expertise support his approach to comprehensive wealth planning, client reviews, and money management. Residing in Ft. Mill, South Carolina, Brian lives with his wife Gigi and their children Clare and Thomas. He is involved in community organizations such as the American Legion, Top of the Week Rotary Club, Veterans of Foreign Wars (VFW), and Veterans Bridge Home. His personal interests include basketball, boxing, camping, golfing, hiking, reading, running marathons, spending time with family, and traveling.

Mimi Bauer is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2018, along with prior roles including self-employment and positions at Broil, LLC and Five Daughters Salumeria, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach primarily built around Vanguard funds and ETFs. The firm serves a large client base through a blended digital and team servicing model.

Kelly Walker is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, Wells Fargo Clearing, and WELLS FARGO Advisors, LLC. 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.

Evan Kitzmiller is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Vanguard Group, Inc. and Toast. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Naila Abad is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 designations and four years of industry experience. She previously worked at The Vanguard Group, Inc. and 4 U Financial Services. Outside of financial services, she has experience in the airline industry, including positions at Piedmont Airline Inc. and Emirates Airline. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice tailored for clients approaching or in retirement.

Jennifer Dickson is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior roles include positions at LPL Financial and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce and employer-sponsored planning.

Lara Furlong is a financial advisor at Wells Fargo Clearing with 23 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Merrill and various Wells Fargo entities. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Razan Ghatani is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, Ally Invest Advisors, Ally Invest Securities, and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amani Kayat is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, Kayat worked at Loomis Sayles and held various roles at Michigan State University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.

Ian Casey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life Securities, Bankers Life & Casualty, and Bank of America, as well as experience outside finance with companies such as Surfside Pools and Spas and Everything Parking 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, pension plans, corporations, and charitable organizations.

Rebecca Foret is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include working at Hope Academy for six years and operating a personal business for one year. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), 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.

Steven Johnson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his work at Raymond James, he is the CEO of The Johnson Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Carolina Mata is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Charles Schwab, TD Ameritrade, and American Bancshares. Outside of her advisory work, she owns and operates Cross Knowledge Solutions LLC, providing business management mentorship based on a biblical perspective. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.