Maureen Henry is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, Carolinas Wealth Consulting LLC, Carolinas Investment Consulting LLC, Hayden Royal, Zermatt Securities, and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm reports approximately $671 billion in assets under management and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Reidy is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and possessing nine years of industry experience. He has been with Vanguard Advisers since 2019 and has worked within The Vanguard Group and Vanguard Marketing Corporation since 2017. Prior to joining Vanguard, he spent 16 years at the Cumberland County Sheriff's Office. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios mainly using Vanguard funds and ETFs, with a focus on scale and digital delivery.

Ashley Waters is a financial advisor at LPL Financial in Charlotte, NC, holding the Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2025, Waters worked at First Horizon Bank for 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Bryce Jackson is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Great Wolf Lodge and Harris Teeter. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jonathan Lentz is a CFP®-designated financial advisor with Edward Jones in Huntersville, NC, where he has worked since 2007. He has 18 years of industry experience and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lily Smith is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and beginning her career in 2025. Her background includes roles at Wells Fargo Bank and various educational and staffing organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by Wells Fargo Investment Institute research and third-party analytics.

Noah Urrutia is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise, he worked at Starbucks for five years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and annual retirement-income planning advice. The firm’s approach incorporates investment research, third-party data, and algorithmic tools, with recommendations designed around asset allocation, withdrawal strategies, and Social Security options.

Jaclyn Ashgrove is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab in various capacities since 2020, with prior experience at Wells Fargo Bank, NA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by centralized custody and comprehensive operational infrastructure.

Christopher Berardi is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including LPL Financial and The Vanguard Group. Outside of his advisory work, he was involved with Habitat Charlotte Region for four years. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios largely constructed from Vanguard funds and ETFs.

Todd Kurstin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing since 2018 and has been employed with Wells Fargo Bank, NA since 2014. Outside of his advisory role, he owns and operates two music entertainment businesses as a DJ and announcer in Topton, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christian Pipkin is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at The Vanguard Group, Inc. since 2021 and prior experience at Wells Fargo Clearing Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Robert Mexcur is a CFP®-certified financial advisor with Vanguard Advisers, based in Charlotte, NC, and has 12 years of industry experience. He has worked with Vanguard Advisers since 2020 and has been associated with The Vanguard Group and Vanguard Marketing Corporation since 2013. In addition to his advisory role, he owns a rental property in Charlotte. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options.

Matthew Norman is a financial advisor at Wells Fargo Clearing with a Series 66 credential. He has prior experience with LPL Financial and has held various roles including at Cedarwood Country Club and CrossFit Greenville. 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 a range of brokerage and advisory solutions supported by research and analytics.

Kelly Martin is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing Services since 2019. Prior to that, she was with LPL Financial from 2015 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized areas such as business-owner transition planning and special-needs analysis, using Wells Fargo research and planning tools.

Alyson Kreifels is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A. and WAFD Bank. Outside of her advisory role, she is an independent Amway business owner involved in direct sales of health, beauty, and home products. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering investment approaches that include strategic asset allocation and tax-aware options.

Matthew Burns is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 designations and two years of industry experience. His prior work includes roles at UBS Financial Services, JPM Distribution Services, and Bank of America. 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.

Donald Hartsoe is a financial advisor with Edward Jones in Belmont, NC, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Hartsoe serves as an elder at Clover Presbyterian Church in Clover, SC, and is a partner in a family farm operation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Natalie Chotiner is a Financial Consultant at Fidelity Investments, where she focuses on delivering personalized financial planning services. She has served clients primarily in the Western North Carolina and Upstate South Carolina regions throughout her career. Natalie's professional experience includes roles at Fidelity Investments since 2021, progressing from Planning Consultant to Financial Consultant. She has also held positions as a Senior Financial Services Advisory Specialist at State Employees Credit Union, Senior Financial Advisor at Empower, and Support Advisor and Client Services Manager at Wells Financial Management, LLC. Outside of her professional work, Natalie has interests in cooking and baking, caring for pets, reading, and theater.

Zachary Fantini is a financial advisor at Vanguard Advisers with Series 66 and Series 63 designations and two years of industry experience. He has experience at several Vanguard entities since 2024 and previously worked in healthcare-related roles and education. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios mainly constructed from Vanguard funds and ETFs. The firm manages a large scale of client relationships through a combination of digital delivery and advisor teams.

John Huang is a financial advisor at UBS Financial Services with five years of industry experience. He has previously worked at Credit Suisse AG and Cathay United Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to align investment plans with clients’ goals and risk tolerances.