Maria Franco Archila is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, she worked at Solid Roofing for five years and taught at South Iredell High School and Mount Mourne Middle School. 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, retirement plans, corporations, and charitable organizations.

Samuel Bundy is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining UBS, he worked at Regions Financial, Legacy Strength, and held roles outside finance including at DICK'S Sporting Goods and Lowe's. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, blending proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management, operating across multiple financial services including futures commission merchant activities and securities-backed lending.

Gregory Talbot is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following a two-year tenure at Wells Fargo Advisors, LLC. 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 advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

James Ziel is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Outside of his advisory role, Ziel serves as an equipment assistant for the Mecklenburg County Board of Elections and works as an automotive repair technician. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by software tools and provides additional event-driven planning services such as divorce and estate-settlement planning.

Joseph Lambert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 21 years of industry experience. He has worked at various J.P. Morgan entities since 2004 and is involved as a general partner in rental housing and land development businesses. Lambert is also a co-owner of a luxury day spa franchise operated by his wife. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, manager searches, and performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a range of advisory and brokerage services.

Emily Morgenthaler is a Series 66 licensed financial advisor with four years of industry experience, currently with Vanguard Advisers in Charlotte, NC. Prior to joining Vanguard in 2022, she worked in various roles at companies including Sona Dermatology and Stuart Weitzman. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through a digital platform.

Luanne Veitch is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds a Series 63 designation and has one year of industry experience. Prior to her current role, she worked at Compass Group - Morrison Healthcare, Avonti Arabians, and Starbucks Coffee Company. 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 products and bank deposit sweep options in its investment menus.

Ra'shanda Williams is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and having 12 years of industry experience. She has been with The Vanguard Group, Inc. since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolio management primarily using Vanguard funds and ETFs. The firm combines digital delivery with a large advisor team, managing hundreds of thousands of client relationships.

Howard Douglas is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co. Inc. since 2009. He is based in Charlotte, NC, and holds a Series 63 license. Outside of his advisory role, he serves on the advisory committee for MCDF Orphans, a charity supporting a village in Zimbabwe, and is vice-president of a homeowners association in Hilton Head Island, SC. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Zachary Stephan is a financial advisor at Merrill with Series 63 and Series 66 credentials and six years of industry experience. He previously worked at The Vanguard Group and Bank of America. 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, and institutional investors.

Walter Greenwald is a financial advisor with LPL Financial in Gastonia, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Ic Advisory Services Inc and The Investment Center Inc. for 15 years each before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Kristine Pennington is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her previous roles include positions at Triad Advisors, Inc., Questar Asset Management, Questar Capital Corporation, and Gcg Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and supports both discretionary and non-discretionary management using research from LPL and third-party subadvisors.

James Thomas Jr. is a financial advisor at Merrill with 29 years of industry experience. He has been with Merrill since 2009 and holds the Series 63 and Series 65 credentials. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Adam Leach is a financial advisor at Raymond James Financial with 19 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 and has been associated with Cygnus Asset Management since 2023. His credentials include the Series 66 designation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Justin Marshall is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Vanguard Advisers since 2016 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through its digital platform and team servicing model.

Adam Mielke is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has five years of experience in the industry, including roles at Vanguard Advisers and The Vanguard Group, Inc. Prior to that, he worked at Northwestern Mutual Life Insurance Company and was self-employed. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Matthew Shaw is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory work, Shaw is involved in rental services through an LLC that operates Airbnb properties and car rentals. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to support its investment approach and provides a wide range of brokerage and advisory solutions.

Jeremy Brown serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with high net-worth individuals and families, conducting comprehensive financial appraisals and creating strategic wealth management plans tailored to their unique priorities and agendas. He specializes in areas including college education planning, family wealth management strategies, legacy planning, retirement income, and small business strategies. Jeremy holds professional designations such as Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from the University of North Carolina and is fluent in both French and English. Beyond his professional commitments, Jeremy is involved in the community through organizations including First Charlotte, Red Truck Men, and Uptown Farmer's Market in Charlotte, NC. His personal interests include adventure sports, baseball, basketball, boating, camping, football, gardening, golfing, music, and traveling.

Erika Cross is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She previously worked at E*Trade Securities LLC and Montessori at Vickery. Outside of her advisory role, she is involved in coaching at Charlotte Latin School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Jason Shepherd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has previously worked at Bank of America, N.A., Mr Cooper, Santander Consumer USA, Currency Capital, and Bridgecrest. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.