Annette Patterson is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been associated with Wells Fargo Clearing since 2016 and Wachovia Bank, N.A. since 2002. Outside of her advisory role, she serves as executor for her mother’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored financial planning using proprietary research and tools, with a broad menu of services that include retirement, education, and niche planning areas such as business-owner transition and special-needs analysis.

Diana Jara is a Financial Advisor at Merrill Lynch Wealth Management. She manages clients' investment and retirement portfolios with a philosophy that prioritizes clients' interests. Diana's client focus areas include college education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. She also assists clients with estate planning processes in coordination with legal professionals and offers strategies for tax efficiency. Diana began her financial career in 2006 with TD Bank and TD Wealth, where she held various roles including retail banking, supervision, and private banking. She spent five years at Morgan Stanley working with the Wealth Management International division, serving clients in Latin America, Brazil, and the United States before joining Merrill in 2020. Diana earned a bachelor's degree in Economics from Florida International University and holds FINRA registrations 7 and 66, as well as professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional work, Diana is involved with several organizations including the Women's Exchange Board, the National Association of Women Business Owners (NAWBO), the Latin American Chamber of Commerce of Charlotte, and the Carolinas LGBTQ+ Chamber of Commerce. She is an advocate for children and volunteers as a Guardian Ad Litem for foster children. Diana is fluent in English and Spanish and enjoys activities such as camping, gardening, hiking, rock climbing, running, soccer, spending time with family, tennis, traveling, and yoga.

Njeri Henderson is a financial advisor at Merrill in Charlotte, NC, holding Series 65 and Series 63 credentials with five years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Stefanie Pruden is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Davidson, NC, where she has worked since 2014. She has 23 years of industry experience. Pruden is part of The DDK Group within Baird’s Private Wealth Management practice. The DDK Group advises individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The team provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Jessica Smego is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with three years of industry experience. Her prior work includes a position at Community Bank of the Chesapeake and roles outside finance, such as at Outback Steakhouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Urizzo is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Vanguard, New Jersey City University, and IMC Financial Markets. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals primarily through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by centralized operational infrastructure.

Luke Park is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held various roles including positions associated with the University of Notre Dame and Southwest Diabetic Foundation Inc. He has also been involved with St. Matthew Catholic Church and operated TLC Cleaners for several years. 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.

Paige Kilburn is a financial advisor with Equitable Advisors in Charlotte, NC. She holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at BB&T. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations by offering financial planning, retirement plan consulting, and various asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Sullivan Higson is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. His prior work includes roles at The O'Brien Tate Group and Jeter Hrubala Wealth Strategies LLC. He attended Wofford College and Providence High School. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Evan Busby is a financial advisor with Raymond James & Associates in Charlotte, NC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC and BayBerry Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, utilizing research and portfolio management styles supported by a nationwide adviser network.

William Mayeux is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the Certified Financial Planner (CFP) designation and is recognized as a Personal Investment Advisor (PIA). William has expertise in wealth and investment planning, assisting clients in preparing for their financial futures. He employs both quantitative and qualitative methods to select appropriate money managers for clients, contributing to the team's performance and service delivery. He earned his Bachelor's degree from the University of Notre Dame and completed a Master's degree within the University of North Carolina System.

Ben Pavlish is a financial advisor with Thrivent Investment Management based in Charlotte, NC. He holds a Series 66 designation and has been with Thrivent since 2025. Prior to his advisory role, his experience includes positions at Builders First Source and work related to Queen City Hauling. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and separates planning services from managed accounts, focusing on comprehensive written recommendations without discretionary trading authority.

Raymond Cooper is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and analytical tools such as Monte Carlo simulations.

Anthony Prudhomme is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an independent knife maker. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Ayanna Johnson is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and two years of industry experience. Prior to joining Wells Fargo, she worked at firms including LPL Financial and Lincoln Financial Group. Outside of advisory work, she also works as an Amazon Flex driver. Wells Fargo Advisors provides investment advisory services and financial planning to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors nationwide.

Nora Buscema is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and having 26 years of industry experience. She has worked with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Security First Insurance and DeBary Country Club, as well as varied positions before entering the advisory field. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Brian O’Regan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in financial advisory services. He began his career in financial services in June 1998 and has spent his entire career with Bank of America and its related companies. Brian focuses on the planning aspects of client relationships and works primarily with ultra affluent families and institutions. His expertise includes investment management, retirement planning and distribution, estate planning, debt and cash flow management, banking services, and college education planning. Brian holds a Bachelor’s degree in Finance with a minor in Economics from the University of North Carolina at Charlotte. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his approach to integrating comprehensive financial planning strategies across all aspects of a client’s financial picture. Outside of his professional work, Brian is involved in his local community in Gaston County, North Carolina. He is a member of a local Rotary Club, has served on the Board of the Highland School of Technology, and was a board member for The Ada Jenkins Center in Davidson. Brian lives in Charlotte with his wife, Alyson, and their two sons, Liam and Gavin. His personal interests include biking, fishing, golfing, reading, and running.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Ryan Ash is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robert Half Inc and involvement with Local Lunchbox. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.