Leonard Yarnovich is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of his advisory role, he is involved in the sales of investment-related products and receives compensation for loan product sales and referrals for home security and automation services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies created by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Jonathan Massey is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has been in the financial industry since 2017, with prior roles at Baldwin Risk Partners, Wells Fargo, and Capital Center LLC. His earlier background includes over a decade at Virginia Commonwealth University. 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.

Josh Haggard is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a range of investment strategies and leverages technology for operational and research support.

Francia Davis is a financial advisor with Wells Fargo Clearing in Asheville, NC, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2007 and joined Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options tailored to plan objectives and risk tolerances.

Granville Washington is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, and PNC Investments. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Balerna is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Outside of his advisory work, he owns and manages INTERIE LLC, a business that sells products on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Molly Rice is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Rice has also been associated with Wachovia Bank, N.A. since 2001. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a blend of brokerage and advisory solutions.

Patrick Conlan is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo in various capacities since 2011. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Alexandra Puzon is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, N.A. since 2020. Alexandra is also a notary public in Raleigh, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

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.

Jesus Cortez is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he owns Ridgeline, a cybersecurity consulting business, and Veteran Wealth Arsenal LLC, an educational media and publishing company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, supports over 14,000 advisors, and offers both brokerage and advisory solutions.

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.

Julia Truslow is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2017. Her prior roles include positions at Kestra Financial Services, Inc. and Oxman, Riggins & Associates. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Steven Bonetto is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He began his investment career as a mutual fund broker and bond trader before joining Merrill more than two decades ago. Steven’s professional focus includes college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Steven holds a Bachelor's and a Master's Degree in Marketing and Management from St. Bonaventure University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He was named to the 2023 Forbes “Best-in-State Wealth Advisors” list. Residing in Charlotte, North Carolina, Steven is active in professional organizations, The Boy Scouts of America, and is a member of St. Matthews Church. His personal interests include boating, camping, football, hiking, hunting, ice hockey, music, skiing, traveling, and yoga.

Brian Moroz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and 15 years of industry experience. His work history includes multiple roles at Wells Fargo and First Republic Securities Company from 2005 to the present. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

Yvonne Edwards is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and planning tools.

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.