Angela Yates is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2016, with a brief period at Fidelity Brokerage Services in 2020-2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models to help guide clients’ financial decisions.

Todd Gronewald is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Voice of Christians and is involved with DGM Financial, LLC, a financial planning business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports within a structured retirement-income framework.

Robert Williams is a Wealth Management Advisor based in the Lexington office of Merrill Lynch Wealth Management. He leads the Williams & Associates team, serving high-net-worth families and businesses by providing comprehensive wealth management guidance and investment management solutions. Utilizing the comprehensive resources available through Bank of America, Merrill, and Bank of America Private Bank, he assists clients throughout all phases of life to achieve clarity, efficiency, and certainty in their financial affairs. With over two decades of experience, Robert’s expertise encompasses areas such as personal retirement planning, legacy planning, managing new wealth, family wealth management strategies, corporate executive services, tax minimization, and more. He holds a Bachelor of Business Administration in Finance and Accounting from the University of Kentucky. His professional designations include CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Plan Fiduciary Advisor® (CPFA®), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also maintains FINRA Series 7, 31, and 66 registrations, along with Kentucky Life and Health Insurance licenses. Outside of his professional role, Robert enjoys spending time with family and friends and has personal interests in travel, various sports including basketball, football, soccer, running, and swimming, as well as music and fitness. He is also affiliated with the Living Arts & Science Center in his community.

Connor Rosenblum is a financial advisor at Merrill in Raleigh, NC, holding the Series 63 and Series 66 licenses. He joined Merrill in 2026 and has previous experience at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. His varied work history includes roles in both financial services and other 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Mason is a financial advisor with Wells Fargo Advisors in Raleigh, NC, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at UBS Financial Services, Morgan Stanley, Wells Fargo Clearing, Truist Investment Services, and Merrill. Mason also owns 811 Financial Services, an investment-related business based in Raleigh. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning solutions that include cash-flow, retirement, and wealth-transfer strategies, using Wells Fargo research and planning tools to develop tailored recommendations delivered through advisor-client interactions.

Kaleb Wright is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America N.A., Merrill, and Equitable Advisors, as well as non-financial positions with Immigration Centers of America and Liberty University. Outside of finance, he serves as a poll worker for the North Carolina Board of Elections. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jarrod Keen is a CFP® professional with 29 years of experience in financial advising, currently with Wells Fargo Advisors in Raleigh, NC since 2011. He holds Series 63 and Series 65 licenses and has a 40% ownership interest in RKJ Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services in areas such as business-owner transitions, sports and entertainment, and special-needs analysis.

Paulo Ribeiro De Lemos is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has previously worked at New York Life Insurance Company and NYLife Securities LLC, and spent nine years at Sunrun Inc. Mass Mutual Investors Services, LLC is 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 offers collaborative, annual financial planning relationships using firm-approved software, with a focus on investment categories and strategies rather than specific products.

Andrew Mills is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans aligned with their long-term goals. Since joining Fidelity, he has held several roles, including Investment Consultant from 2024 to 2026 and Workplace Planning Consultant from 2022 to 2024. In his current position, Andrew works closely with individuals and families to co-create financial strategies that reflect their unique visions for the future. He invites clients to engage in discussions to explore how Fidelity's team can support their financial objectives moving forward.

Lucas Eriksen is a Series 66-credentialed financial advisor with Fidelity Investments in Raleigh, NC, currently with one year of experience at Fidelity. His prior experience includes roles at Lonnie Poole Golf Course, Cameron Mitchell Premier Events, and NCSU. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research and serves as an advisor to registered investment companies and fund-of-funds.

Mark Stein is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior roles include positions at MassMutual Life Insurance, Prudential Insurance Company of America, and CUNA Brokerage Services. He is also the owner and game designer of Dynamic Sports Sims, LLC, a separate business venture. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Corey Harding is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and State Employees' Credit Union. 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.

James Lassiter is a financial advisor at Merrill with Series 63 and Series 66 credentials and 54 years of industry experience. He has been associated with Merrill since 1971 and has worked at Bank of America, NA since 2009. Outside of his advisory role, he consults for a retail surf shop called Aussie Island Surf Shop. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.