Miosha York is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop financial plans tailored to their specific goals and needs. She works within a team dedicated to supporting clients and addressing their unique financial situations. Prior to her current role, Miosha served as a Relationship Manager at Fidelity Investments from 2023 to 2024. She holds a California Insurance License.

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.

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 at Morgan Stanley with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing and Advisors. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and provides both direct and corporate financial planning solutions.

Leslie Mciver Jr. is a financial advisor at Merrill with Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill since 2019 and previously held roles at BB&T Securities, LLC, BB&T, and BBTIS from 2016 to 2019. Outside of his advisory work, Leslie serves as a board member of a church-related 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, pension plans, corporations, and charitable organizations.

James Dockins is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked at Adhesion Wealth and held various roles at educational institutions including The University of North Carolina at Charlotte and Appalachian State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Bradley Mondshane is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He previously worked at Fidelity Brokerage Services for 12 years before joining LPL Financial in 2018, with a brief retirement period between 2017 and 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with insights from in-house and third-party research.

Grace Anne Dangerfield is a Series 66-licensed financial advisor at UBS Financial Services with two years of industry experience. She has held prior roles at The Vanguard Group, Linville Ridge Country Club, First Citizens Bank, and State Farm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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 financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America and Merrill Lynch. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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.

Noah Jedlowski is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His prior work includes roles at ClearPlan Wealth Management, RS Will Wealth Management, and Prudential Financial. He has also worked in roles outside finance, including positions at country clubs and educational institutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research and model portfolios from multiple sources.

Michael Stack is a financial advisor at LPL Enterprise with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Morgan Stanley and various positions at the University of South Carolina and Augusta National Golf Club. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

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 previously worked at Woodbury Financial Services and has owned an IT consulting company since 2001. In addition to his advisory role, he provides IT support and serves as an information security officer for affiliated firms. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a focus on diversified portfolios, utilizing quantitative tools and multiple advisory platforms.

Thomas Kalbaugh is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles outside finance, such as at Cape Fear Collision and Abide Window Services, as well as positions in education and management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and various investment strategies.

Elizabeth Marquardt is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has been with Merrill since 2017. Prior to joining Merrill, she worked at the University of North Carolina at Charlotte from 2015 to 2017. 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.

Colin Larsen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Pennington Partners & Co., NFP Retirement, Janus Henderson Investors, and Northwestern Mutual. He has also worked in academic settings at the University of Colorado and the University of Florida. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.