Nathan Sessions is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was employed at Integra Choice and Control and attended the University of North Carolina at Chapel Hill. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Aisha Wall is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Fidelity Investments, The Vanguard Group, and Brinks Incorporated. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Damien Supple is a financial advisor at UBS Financial Services in Charlotte, NC, holding a Series 66 designation with 11 years of industry experience, all spent at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

William Purgason Jr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Directors for the Olde Providence Civic Association in Charlotte, NC. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jacob Allen is a Series 66-licensed financial advisor with LPL Enterprise in Charlotte, NC. He has one year of industry experience, joining LPL Enterprise in 2025 after roles with local government entities in North Carolina. Outside of advising, he is involved in a non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

William Sullivan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2004. 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 a range of brokerage and advisory solutions supported by research and analytics.

Ileana Musmanni is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds the Series 66 designation and has been with Baird since 2019. Prior to joining Baird, she operated a business under the name Ili Musmanni for eight years. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio management services using a variety of strategies and investment options.

Candace Wehr is a financial advisor at Merrill with a Series 66 designation and 18 years at the firm. She has two years of industry experience. Outside of her advisory role, she is a co-owner of a vacation rental property and serves as Vice President and Treasurer on a homeowners association board in Wilmington, NC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Philip Nemphos is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at LPL Financial since 2026 and has longstanding experience with Murray, Montovanni, Nemphos & Tierinni since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions using a variety of financial planning and portfolio management approaches.

Andrew Surla is a Financial Advisor at Merrill Lynch Wealth Management, where he partners with individuals, families, and business owners to help navigate financial decisions with clarity and confidence. His role involves providing steady guidance and thoughtful planning tailored to clients' evolving goals and circumstances. Andrew's expertise includes education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. He leverages his experience as an investment professional to develop comprehensive strategies that bring structure and clarity to complex financial situations. He holds a Bachelor's Degree from the University of North Carolina at Charlotte and has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Andrew is active in several professional organizations such as the Bank of America Employee Networks, Charlotte Coffee Club, Kingdom Kickbacks, and Mercy Church. His community involvement includes participation in the ADP Peer Mentor Program, Beds for Kids, Better Money Habits, Charlotte Coffee Club, Habitat for Humanity, and Kingdom Kickbacks.

James Baker is a Series 66 licensed financial advisor at LPL Financial with 16 years of industry experience. He has worked at LPL Financial since 2015 and previously was with Raymond James Financial from 2012 to 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Philip Dusek is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 credential and three years of industry experience. Before joining Morgan Stanley in 2024, he worked at UBS Wealth Advice Center and Principal Securities, among other firms. He serves as a board member of HubClub Inc., a technology company based in Charlotte, focusing on fundraising and business development. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jerry Richi is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Regions Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management strategies, supported by extensive operational and research tools.

Richard Bugg is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, UBS Financial Services, Monroe Financial Services, and as a retirement specialist at Michael Oana Retirement Specialist. He is based in Fort Mill, South Carolina. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Justin Mclaughlin is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has worked at several firms including National Securities Corporation and Questar Asset Management. Outside of his advisory roles, he founded Bowl'd Creations LLC, operating a business called Life Bowls. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice and account management primarily delivered by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

Nathan Herricks is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and with nine years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he is employed as a bus driver for FMSD Transportation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, providing advice through a broad network of investment adviser representatives.

Valice Watters is a CFP® and holds a Series 66 license, with three years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent 21 years at Wells Fargo Bank, NA. She is based in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach 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.

Dawyne Wingo is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing and Ameriprise Financial Services, Inc. based in Charlotte, NC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored reports and ongoing advice focused on income sources and tax-efficient withdrawal strategies.

Mason Bailey is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has been affiliated with Bank of America and Merrill since 2014. Outside of his advisory role, he serves as a deacon at Newsong Church and leads domestic and international ministry trips focused on discipleship. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Miller is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses. He has four years of industry experience, with prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Morgan Stanley, Merrill, and UBS Financial Services. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.