Jack Brawley Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and brings extensive experience to his role. Jack's expertise spans portfolio management, foundations, endowments, and individual security selection. He serves a diverse client base including business owners, corporate executives, and retail households. He emphasizes a comprehensive approach by incorporating both sides of a client's balance sheet and offers access to Wealth Management Lending Officers from Bank of America, N.A. to integrate lending solutions within overall financial strategies. His advisory includes services in college education planning, legacy planning, retirement income, tax minimization, socially responsible investing, among others. He earned his high school diploma from Carmel Academy and holds a bachelor's degree in economics from Pfeiffer University. Outside of his professional pursuits, Jack enjoys basketball, football, golfing, music, and spending time with his family.

Sean Nickerson is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Wells Fargo, he worked at Dimensional Fund Advisors for three years and Institutional Shareholder Services for three years. Outside of advising, he is a co-owner of an independent real estate LLC. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Cole Blankenship is a Financial Consultant at Fidelity Investments. In this role, he draws on Fidelity's resources to develop personalized financial plans tailored to clients' goals, values, and future visions. Cole encourages open communication and partnership with clients to create thoughtful financial strategies. He has been with Fidelity Investments since 2019, gaining experience from various roles including Investment Consultant, Financial Representative, and Investor Center Intern. Prior to joining Fidelity, Cole interned at TMDL LLC, CPA's Consultant in 2018. Outside of his professional career, Cole enjoys outdoor activities such as camping, hiking, scuba diving, skiing, and playing soccer.

Jack Hussey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Northwestern Mutual, as well as various engagements at the University of Cincinnati. He has also been involved with Alpha and Omega Cleaning Services. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors and significant assets under management.

Paul Jennissen is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Massachusetts Mutual Life Insurance Co and LPL Financial. He 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Miller is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of his advisory role, he has a power of attorney position with an unrelated entity in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing internal and third-party managers for portfolio implementation.

John Walsh is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at various J.P. Morgan entities since 2007. Outside of his advisory role, Walsh is an owner and partner in a magnet manufacturing company, Niron Magnetics. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Orlando DiBacco is a Planning Consultant at Fidelity Investments. In this role, he collaborates with clients to develop financial plans aimed at helping them and their families achieve their goals. Orlando has held multiple positions at Fidelity Investments, starting as an Intern in 2023, and progressing through roles including Financial Services Representative, Financial Representative, Investment Consultant, before assuming his current position in 2026. His professional experience at Fidelity Investments spans various aspects of financial planning and consulting, providing him with a comprehensive understanding of the financial services industry. Outside of his professional work, Orlando enjoys spending time at the beach, attending concerts, and participating in sports such as football, golf, and tennis.

Victoria Gilliard is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has previously worked at Merrill and Bank of America. Outside of her advisory role, she works as an independent contractor providing dog walking and sitting services through the Rover platform. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Joshua Frieze is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill, Empower Financial Services, and Empower Advisory Group before his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Robert Brickey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, and Lincoln Financial Securities Corporation. Outside of finance, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Andrew Ellison is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2007 after earning a bachelor's degree in business management from Washington & Lee University. Andrew focuses on providing wealth management and investment advice to high-net-worth individuals and families, addressing areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Before relocating to Charlotte, North Carolina in 2017, Andrew worked for over ten years in New York with the Alternative Investments Group, where he collaborated closely with sophisticated clients and institutional asset managers across private equity, hedge fund, and real estate strategies. He holds the Certified Private Wealth Advisor® (CPWA®) and Chartered Alternative Investments Analyst (CAIA®) designations. Outside of his professional role, Andrew enjoys playing tennis, cooking, fishing, golfing, discovering new music and restaurants, and spending time with his family, including his son.

Emily Mann is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Her prior roles include positions at Norton Training and American City Business Journal. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 credentials and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2014 to 2016. His other business activities include serving as power of attorney for his mother in investment-related matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu with insurance-related vehicles and bank deposit sweep options.

Brett Erwin is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has experience with Wells Fargo and PNC Wealth Management dating back to 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kenneth Gray is a financial advisor with Merrill in Charlotte, NC, holding the Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America since 1992. Outside of his advisory role, he serves as a fiduciary for two family-owned home renovation businesses operated by his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jared Smith is a financial advisor with RBC Capital Markets in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of investment managers and customizable portfolio options.

Gary Scott Jr. is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Robert Baird & Co. since 2013. Outside of his advisory role, he is involved as an LLC member in Scott Real Estate Group. Gary Scott Jr. is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio services, including discretionary and non-discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Julija Prousalis is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. She has worked at Bank of America, N.A. since 2005. Outside of her advisory role, she volunteered as a yoga instructor at Ashtanga Yoga of Charlottesville from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Edmiston is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 66 credentials. He has been with Merrill and Bank of America since 2026. Prior to that, he gained experience at firms including DYSIS, Wells Fargo Clearing Services, Dexian, and Fenix Internation, as well as academic roles at UNCC and Gardner Webb. 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 and supports a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.