Mimi Bauer is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Vanguard entities since 2018, along with prior roles including self-employment and positions at Broil, LLC and Five Daughters Salumeria, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach primarily built around Vanguard funds and ETFs. The firm serves a large client base through a blended digital and team servicing model.

Kelly Walker is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, following prior roles at Wells Fargo Clearing and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Evan Kitzmiller is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at The Vanguard Group, Inc. and Toast. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Naila Abad is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 designations and four years of industry experience. She previously worked at The Vanguard Group, Inc. and 4 U Financial Services. Outside of financial services, she has experience in the airline industry, including positions at Piedmont Airline Inc. and Emirates Airline. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focusing on written recommendation reports and ongoing retirement-income planning advice tailored for clients approaching or in retirement.

Jennifer Dickson is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior roles include positions at LPL Financial and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce and employer-sponsored planning.

Razan Ghatani is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing, Wells Fargo Bank, Ally Invest Advisors, Ally Invest Securities, and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Amani Kayat is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. Prior to joining Vanguard, Kayat worked at Loomis Sayles and held various roles at Michigan State University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines algorithm-driven, goal-based strategies with portfolios constructed mainly from Vanguard funds and ETFs, offering customization options and tax-aware features.

Ian Casey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bankers Life Securities, Bankers Life & Casualty, and Bank of America, as well as experience outside finance with companies such as Surfside Pools and Spas and Everything Parking Inc. 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, pension plans, corporations, and charitable organizations.

Steven Johnson is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors, Inc. since 2009. Outside of his work at Raymond James, he is the CEO of The Johnson Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance advisory services uncommon among large institutional advisors.

Carolina Mata is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Her prior work history includes positions at Charles Schwab, TD Ameritrade, American Bancshares, and Wells Fargo Bank. She also owns and operates CROSS KNOWLEDGE SOLUTIONS LLC, providing business management mentorship based on a biblical perspective. 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.

Joseph Neal is a CFP® professional with 23 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2016. Prior to that, he held positions at Raymond James Financial from 2008 to 2016 and Merrill from 2004 to 2008. 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.

Hunter Holmes 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 positions at Northwestern Mutual and worked in several other non-financial roles, including at Aquatech Pool Management and Autobell. He also has an academic background from Clemson University. 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 plans, corporations, and charitable organizations.

Jerry Mcvean is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo since 2016. 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.

Lacey Beam is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo in 2019, she worked at HomeTrust Bank for two years and spent four years in homemaking. Outside of her advisory work, Beam owns and operates Lacey Cakes & Beam Photography, a business specializing in 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 integrates research and analytics to offer diversified investment solutions and distributes various financial products through affiliated banks and insurance entities.

Carson Condu is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to Merrill, he held positions at Bank of America and several businesses in various industries. 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 for individuals, high-net-worth clients, corporations, and charitable organizations.

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.

Michele Mcduffie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her career includes roles at Waddell & Reed, American Express Financial Advisors, and various insurance carriers. Outside of advising, she has been involved with Alfred And Charlie's BBQ House for nearly two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Jason Dockery is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 designation and three years of industry experience. He previously worked at Wells Fargo for 18 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm supports discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.