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.

Joseph Neal is a CFP® professional with 23 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. Based in Davidson, NC, Neal holds a Series 66 license. 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, utilizing research from Wells Fargo Investment Institute alongside third-party data.

Jerry Mcvean is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. 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 an investment menu that includes insurance-related vehicles and bank deposit sweep options alongside traditional investment products.

Lacey Beam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. She worked at HomeTrust Bank prior to joining Wells Fargo and has a background that includes homemaking. Outside of her advisory role, she owns and operates Lacey Cakes & Beam Photography, a business focused on baking and family portrait photography. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Carson Condu is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America and several non-financial firms. 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 accounts.

Mary Damstetter is a financial advisor at Merrill with 25 years of industry experience. She has held positions at Merrill since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. She holds Series 63 and Series 66 licenses and 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Folger is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2011, concurrently serving at Bank of America 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, offering model-based and discretionary strategies designed by internal Chief Investment Office teams and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nastassia Mimms is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill since 2019. Prior to her finance career, she spent seven years with Tiffany & Co. Outside of her advisory role, she is the owner and CEO of N M Creations, LLC, a startup company involved in design, art sales, personal styling, music, children’s books, and devotional book royalties, and participates as a featured artist and host for live performances and panel discussions. 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 institutional investors.

Michelle Lacount is a financial advisor at Fidelity with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a focus on systematic methodologies and long-term asset allocation.

Michele McDuffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior roles include positions at Waddell & Reed, various insurance carriers, IDS Life Insurance Company, and American Express Financial Advisors. Outside of her advisory work, she is associated with Alfred and Charlie's BBQ House, a business she has operated since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of representatives. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jason Dockery is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He previously worked at Wells Fargo for 18 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody platforms and both proprietary and third-party model strategies.

William Beard is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tiffany Sims is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 10 years of industry experience. She previously worked at Morgan Stanley from 2015 to 2017 before joining Wells Fargo Bank NA and Wells Fargo Clearing Services in 2017. Outside of finance, she maintains a cosmetology license in North Carolina and operates an independent travel agency where she consults new travel agents and travelers. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Stuart Bowen is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools.

Christopher Diskin is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Edelman Financial Engines, LPL Financial LLC, TIAA, and Wells Fargo Clearing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Abdiel Flores Perales is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His work history includes roles at Wells Fargo Bank, nA, Rei, and Great American Restaurants. Outside of finance, he works as an Uber driver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party databases, offering both brokerage and advisory solutions across a broad range of financial products.

Shaun Riley is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America and The Vanguard Group. Outside of his advisory work, he has worked as a driver for Lyft, Uber, and Amazon in a consulting capacity. 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, institutions, and charitable organizations.

Robert Clark is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He has been with Raymond James since 2013 and previously worked with Rcb Sports and the Arena Football League. Clark also serves on the finance committee of Denver United Methodist Church, where he acts as an auditor overseeing church accounts. Raymond James & Associates is a large dual-registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by various portfolio management styles and firm research.

Lynda Rettig is a financial advisor at UBS Financial Services with 39 years of industry experience. She has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is a FINRA Non-Public Arbitrator pending completion of mandatory training. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

John Amaro is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at TIAA-CREF and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, performance reporting, participant education, and discretionary investment management options. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.