Sean Blatcher is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he worked at BlackHawk Industrial and has experience in healthcare and hospitality sectors. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Nicholas St George is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Merrill Lynch, Raymond James Financial Services, and UBS Financial Services. He operates St. George Wealth Management, LLC as part of his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary investment strategies.

Jennifer Maccannon is a financial advisor at Edelman Financial Engines with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various affiliated entities of the firm since 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Amy Lowe is a financial advisor with Morgan Stanley, holding a Series 66 credential and 14 years of industry experience. She worked at UBS Financial Services from 2011 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, where she has been since 2021. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Nico Beasley is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Outside of his advisory work, Beasley serves as a notary public and has worked as a part-time Uber driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using Wells Fargo research and tools to develop tailored client recommendations.

Thomas Robinson is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Ameriprise, where he spent two years, as well as self-employment and positions outside the financial industry. 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 tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Halley is a CFP® with 16 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity Investments, including Fidelity Brokerage Services LLC since 2010 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic tools in its investment process.

Jacob Alexander is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop strategies to pursue them. His approach includes ongoing advice and portfolio adjustments as clients' situations change. He also provides access to specialists for banking, credit, home financing, and small business solutions through Bank of America. Jacob's expertise includes college education planning, personal retirement planning, and portfolio management services. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Davidson College. His professional philosophy centers on helping clients uncover what matters most to them and their families to create effective financial strategies. Outside of his professional work, Jacob has interests in cooking, football, and golfing.

Rebekah Schemahorn is a financial advisor at Primerica Advisors with 27 years of industry experience. She has held her current roles at Primerica Advisors and Primerica Financial Services since 1999. Outside of her advisory work, she owns and manages a mountain home used for short-term rentals. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Donald Johnson Jr. is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 29 years at Fsc Securities Corporation. Outside of advisory work, he is involved in marketing annuities through his insurance agency. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and supports multiple account types through an extensive multi-advisor platform.

Karen Mccanless is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in investment-related consulting through ownership of KPTM Corp and McTeden, LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in net investable assets, offering retirement-income planning through a centralized consulting team that provides tailored, algorithm-assisted Recommendation Reports. The firm combines research, modeling, and tax-efficiency analysis to support clients’ retirement strategies while emphasizing products from affiliated firms.

Zoran Smiljanic serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 2004, beginning his career at HSBC before joining Merrill and the Utz Keller Wealth Management Group in 2017. In his current role, Zoran works closely with clients and their families to provide integrated financial advice and both short- and long-term wealth planning. His approach emphasizes understanding each client’s goals to develop tailored strategies that offer clarity and control over their financial lives. He leverages the investment insights of Merrill and the banking services of Bank of America to address various financial needs. Zoran’s areas of expertise include college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He employs a holistic wealth management process that considers seven key life priorities: family, finances, health, home, leisure, work, and giving. This goal-based approach helps clients navigate changing life circumstances and evolving priorities. Zoran earned a Bachelor’s degree in Applied Economics and Management from Cornell University. He holds the Personal Investment Advisor (PIA) designation and is fluent in English and Serbo-Croatian. Originally from upstate New York, he now resides in Huntersville, where he enjoys spending time with his wife and children and exploring the Lake Norman and Charlotte areas. His personal interests include basketball, boating, cooking, golfing, hiking, skiing, and tennis.

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 in Charlotte, NC, with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Vanguard Marketing Corporation 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Rekha Rajani is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Bank, N.A. since 1997. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support client portfolios.

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 with 20 years of industry experience. He has worked at LPL Financial since 2015, including a previous tenure from 2015 to 2020 and again from 2021 to the present, and also has experience at C.F. Parks, Inc. and Commonwealth Financial Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services through a large network of representatives serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning, portfolio management, and institutional platforms with a focus on both discretionary and non-discretionary investment strategies.

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.