Dianne Bailey is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and previously worked at Robinson Bradshaw & Hinson, PA for 18 years. Her outside activities include serving as a board member and director for several nonprofit organizations, including the Linville Foundation, The Bailey Chipps Family Foundation, and the North Carolina School of Science and Mathematics Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gloria Potts is a financial advisor with Cambridge Investment Research Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2015 and has been affiliated with Millennium Financial Group since 2009. Outside of her advisory role, Potts serves as a board member for BLP Ministries and is an ordained minister who occasionally conducts weddings and funerals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.

William Owens is a financial advisor with Equitable Advisors in Charlotte, NC. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Before joining the firm, he held various positions including roles in the furniture and data technology sectors and has experience working in hospitality and automotive services. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored solutions and affiliated managers.

Sun Kyung Bae is a CFA® charterholder with 26 years of industry experience, currently affiliated with Wells Fargo Clearing. She has previously worked at UBS Financial Services and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a wide range of clients including individuals, corporations, and institutional investors. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Bernardo Lima is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Citigroup, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Filip Sokolovski is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked at Bank of America and Merrill since 2017 and had a prior role at Uber Technologies. He serves as a board member for the Hawthorne/Tremont Square homeowners association, overseeing the annual budget and neighborhood maintenance. 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.

Benjamin Maslyn is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds the CFP® and CFA® designations and previously worked at Truist Banks, Inc. Advisory Services and Truist Advisory Services. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Dawn Eller is a financial advisor at Merrill with 23 years of industry experience and holds the Series 66 designation. She has been with Merrill since 2008. 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, pension plans, corporations, and charitable organizations.

Jason Pugh is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, serving in various roles including Financial Consultant, Vice President Wealth Planner, Investment Consultant, and High Net Worth Representative. Jason assists clients in building financial roadmaps and developing investment plans aimed at achieving their financial goals. Throughout his career at Fidelity, Jason has gained experience in financial consulting and wealth planning. He holds a California Insurance License, supporting his capability in the financial services field.

Dominic Di Giorgio is a Financial Advisor specializing in wealth management and retirement planning, based in Charlotte, NC. He focuses on helping individuals, families, and business owners create strategies for financial goals that span generations. Dominic works closely with clients on key financial events such as business sales, liquidity events, and managing concentrated stock positions, providing tailored advice during pivotal moments. His expertise includes retirement strategies, tax-efficient growth, legacy and estate planning, diversification across markets, business transition, and education funding. Through his affiliation with Merrill Lynch and Bank of America, Dominic offers access to a wide range of financial resources including investment strategies, banking solutions, lending, and trust services. His approach emphasizes understanding clients' current situations and goals to design personalized strategies. Dominic holds a Bachelor's Degree from Saint Louis University and the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from Chicago and a dual citizen of Italy and the U.S., he values family and generational planning. In his personal time, he enjoys spending time with his wife, dogs, and family, and follows sports such as baseball and soccer. He is also involved with the Big Ten Conference.

Daniel Arnold is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has 21 years of industry experience, including 12 years with LPL Financial since 2014. 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 provides a range of financial planning and advisory programs supported by in-house and third-party research, offering both discretionary and non-discretionary management across diversified investment strategies.

Michael Sullivan is a financial advisor with Fidelity Investments in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Wells Fargo Bank NA and Vanguard. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Rebekah Cornell is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. Her prior roles include positions at Fifth Third Securities and Northwestern Mutual. Cornell is also employed outside the investment industry at Sonitrol. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Thomas Manuel is a financial advisor with OSAIC in Charlotte, NC, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at The Vanguard Group, Gaiser Financial Group, and various other firms. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a broad network of advisers and uses a range of asset-allocation tools and third-party solutions to construct and manage portfolios across multiple investment types.

Anthony Perrotta is a financial advisor with Merrill in Charlotte, NC, holding Series 63, Series 65, and Series 66 designations and 19 years of industry experience. He has worked at Merrill since 2009, with a brief tenure at Bofa Securities, Inc. in 2019. 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 for a range of individual and institutional clients.

Marilyn Hoyle is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses with 34 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Joseph Lipe is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63 and Series 65 credentials with 55 years of industry experience. He has been with Robert W. Baird since 2013. Lipe serves as the investment committee chairman for the Randall B. Terry Foundation, a charitable organization. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

Danielle Williams is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she partners with employees to assist their clients in planning for the future with personalized strategies tailored to each client's unique needs. She emphasizes forming strong relationships and maintaining a deep level of trust with her employees. Danielle has extensive experience at Fidelity Investments, holding several roles since 2017, including Branch Leader, Benefits & Planning Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Risk Analyst through Veritude Temp Agency in 2015. Outside of her professional responsibilities, Danielle has interests in concerts, parenthood, puzzles, reading, theater, and traveling.

Robert Dulskis is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 42 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2019 and previously spent over a decade with Summit Financial Group Inc and Summit Brokerage Services Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

John Tyers is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 25 years of industry experience. His career includes roles at AdvisorEngine/Templeton, Wealth Frameworks LLC, and Citizens Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm uses research and analytics from Wells Fargo Investment Institute alongside third-party databases, applying diversification and modern portfolio theory to investment evaluations.