Anson Marcotte is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and three years of industry experience. His prior work history includes roles at Bank of America, Capital Automotive Real Estate Services, and RSM US LLP. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Ma is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the CFP® and Series 66 credentials. Prior to joining Raymond James in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA from 2023 to 2025, as well as Bank of America and Merrill from 2017 to 2023. Outside of his advisory role, he is involved with Williamson Wealth Group in Cornelius, NC, where he serves as an associate and wealth advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, institutional investors, and charitable organizations. The firm offers non-discretionary planning and uses risk profiling and modeling tools to tailor recommendations, supporting clients through various advisory programs and unique offerings, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Megan Bolt is a financial advisor at Merrill with Series 63 and Series 66 registrations and two years of industry experience. She has held prior roles at Transamerica Investors Securities, The Vanguard Group, and First Citizens Bank. Outside of her advisory work, she operated a business called Bolt Boutique from 2022 to 2025. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Christopher Kingsley is a Financial Advisor at Merrill Lynch Wealth Management, where he advises successful individuals, families, executives, and business owners on financial issues associated with wealth creation. His areas of focus include portfolio diversification, concentrated stock strategies, tax-efficient investing, alternative investments, liquidity planning, lending solutions through Bank of America, wealth transfer, and risk management. Prior to joining Merrill in 2021, Christopher worked as a Project Manager for a marine construction company, developing skills in planning, problem-solving, and client service that he has applied throughout his financial career. He began his tenure at Merrill on the Estate Settlement Services team, assisting beneficiaries and families with inherited assets and future financial planning. In 2024, he joined the Premium Elite team as a Relationship Manager, working with high-net-worth and ultra-high-net-worth clients on investment strategies, estate planning, complex trading needs, and wealth management solutions. Christopher holds a Bachelor's Degree from Cambridge College and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he is involved in his community by serving at his church and enjoys activities such as baseball, boxing, cooking, football, golfing, pickleball, skiing, and spending time with his family.

Dana Branham is a CFP® professional with 19 years of experience in financial advising, currently affiliated with Cetera. Her prior experience includes roles at LPL Financial and Valic Financial Advisors. Outside of advising, she is an author and serves as chairman of the International Investment Committee for Alpha Kappa Alpha Sorority, Inc., where she collaborates with portfolio managers from Bank of America and Morgan Stanley. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to over 10,000 advisors nationwide. The firm serves individuals, retirement plans, corporate and charitable clients, and institutions with a range of portfolio management, planning, and consulting services.

Mark Smith is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 37 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated for over 15 years. 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 incorporates modern portfolio theory, with discretionary options and a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin Brzezinski is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017, following roles at CCO Investment Services Corp and Citizens Bank from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

David Bremen is a financial advisor at Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Merrill since 2008. 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, offering a range of model-based and discretionary investment strategies for individuals and institutions.

Stephen West is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has been involved with Enterprise Leasing Co SE since 2001. 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.

Ronda Houston is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of finance, she owns and operates a photography business, Shutter Diva Photography, based in Charlotte, NC. 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ethan Buysse is affiliated with Wells Fargo Clearing and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2021 and has prior experience at Domino’s, Sam’s Club, and BJ’s Wholesale Club. Outside of his advisory role, he works as a delivery driver for Amazon Flex and a rideshare driver for Uber. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory.

Barrett Brooks is a CFP® and Series 63 credentialed financial advisor with 19 years of industry experience. He currently works at Fidelity Investments and has previously been employed by The Vanguard Group Inc. and Linden Thomas & Company Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Angela Childers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at Merrill from 2001 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

Robert Hewett is a Senior Financial Advisor with extensive experience in the financial services industry. He has served as a financial advisor and portfolio manager under the Registered Investment Advisor (RIA) platform, managing separate accounts and investment funds. His client base has included high net worth individuals, endowments, family offices, and select institutions. Throughout his advisory career, he has provided private investment opportunities and worked within a hybrid broker-dealer model involving capital raises and private equity placements. Before his advisory roles, Robert gained experience in banking and investment banking at institutions acquired by Bank of America and Wells Fargo, as well as Stephens Inc. His background includes involvement in capital markets transactions such as mergers and acquisitions, equity and debt offerings, lending, and various advisory services. He has worked closely with families, business owners, entrepreneurs, and executives to support their growth, liquidity events, and wealth management, with a focus on the financial institutions sector. Robert holds a Bachelor’s degree from the University of North Carolina at Chapel Hill and is a Chartered Financial Analyst® (CFA®) charterholder. He also holds the Personal Investment Advisor (PIA) designation. A native of North Carolina, he has spent much of his career in Charlotte, NC, and Atlanta, GA. His personal interests include adventure sports, basketball, boating, fishing, football, golfing, hunting, music, family time, and traveling.

Felix Von Uklanski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He plays a key role in providing oversight over investment platform, portfolio manager, and individual security selection for his team. Felix applies his expertise to support clients in areas such as Family Wealth Management Strategies, International Wealth Management, Small Business Strategies, and Socially Responsible, Values Based, and ESG Investing. Originally from Cologne, Germany, Felix has extensive experience in the financial services industry, having worked with some of the largest investment banks in Amsterdam, Houston, London, and New York. He holds a Master’s Degree from Southern Methodist University and has earned several professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Felix lives in the SouthPark area of Charlotte with his wife Amy and their two children. He is actively involved as a board member and volunteer with various local and international nonprofit organizations. Outside of his professional commitments, Felix enjoys hiking, playing soccer, traveling, and spending time with his family.

Thomas Mccormick is a CFP®-designated financial advisor at Wells Fargo Clearing with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 to 2016. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Macomson II is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 63 and Series 65 designations. His background includes multiple roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as experience in the retail and education sectors. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, collaborative client relationships.

Justin Lenarcic is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 66 and Series 65 licenses and has five years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Global Alternative Investment Services, Inc. for five years and has been with Wells Fargo Bank since 2007. 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.

Charles Sleeth is a CFP® professional with 32 years of industry experience, currently affiliated with Ameriprise in Charlotte, NC. His prior roles include positions at Principal Securities Inc., Principal Life Insurance Company, and Wells Fargo Advisors. He also serves as a financial advisor for Skyla Federal Credit Union, performing similar advisory duties as in his primary role. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm operates as a large institutional provider offering advisory, brokerage, and insurance solutions through affiliated entities.

Kavondra Jeter is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing Services and TIAA-CREF Individual & Institutional Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.