Brent Cline is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2004. In his role, Brent helps clients manage their wealth to meet their individual needs by offering a comprehensive approach that begins with listening to each client's goals and priorities. He specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brent holds multiple professional designations, including the 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 earned his bachelor's degree from the Texas AandM University System. He lives in Cornelius, NC with his wife Tammy, where they are active members of Grace Covenant Church. Outside of his professional work, Brent enjoys baseball, football, golfing, hiking, spending time with family, and traveling.

Douglas Flannagan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2011 and currently works in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Colby Eckert is a financial advisor at Raymond James Financial with six years of industry experience. He holds a Series 66 designation and has worked at Jones Monk and Ranson LLC since 2019. Prior to his current roles, he held positions at Abercrombie and Fitch and Energy Corp of America. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support capacity rather than as a delegated manager.

Brian Benatovich is a CFP® professional with 11 years of industry experience, currently serving at Cetera in Charlotte, NC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Bankers Life. He volunteers as a board member and financial committee member of the nonprofit Charlotte Curling Association, assisting with the club’s financial management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Larry Grant is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, Brighthouse Financial, Mass Mutual Investors Services, and METLIFE Securities Inc. 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.

Riley Blackmer is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2024, following a brief tenure at Bank of America-Merrill Lynch in 2023. Outside of finance, he has involvement with the Isabella Santos Foundation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Jessica Snyder is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Mayo is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His previous roles include positions at Bank of America, Wells Fargo, and involvement with the University of North Carolina at Charlotte. Outside of finance, he has worked in the food service industry at Chick-fil-A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors. The firm is integrated within Bank of America’s broader platform, providing access to a wide array of financial products and services.

Jabbar Jamison is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at MassMutual Investors Services, New York Life, and BB&T. Outside of advising, he has a minority ownership interest in an energy drink company, Premier Manufacturing LLC/Zenedge. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets.

Stacey Polito is a financial advisor with Wells Fargo Clearing in Mooresville, NC, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Maria Franco Archila is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, N.A., she worked in the roofing industry and held teaching positions at South Iredell High School and Mount Mourne Middle School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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.

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 in Charlotte, NC, holding Series 63 and Series 66 licenses with six years of industry experience. His work history includes roles at Bank of America, The Vanguard Group, and IndustryPro. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

James Thomas Jr. is a financial advisor with Merrill based in Charlotte, NC, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Adam Leach is a financial advisor associated with Raymond James Financial Services Advisors, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Edward Jones for seven years and is currently involved with Cygnus Asset Management as an associate. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, as well as institutional clients including pension plans and government entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.