Jesus Molina is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services LLC since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hunter Satcher is a CFP® with four years of industry experience, currently serving as a financial advisor at Merrill in Charlotte, NC. His prior roles include positions at The Vanguard Group and Linden Thomas Advisory Services. He also holds a fiduciary role as an executor and successor trustee for a family trust. 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 individuals, high-net-worth clients, and institutions.

D'arcy Henson is a financial advisor with Merrill Lynch Wealth Management, operating under the FSA designation. He works closely with clients to develop comprehensive financial plans tailored to support their unique ambitions. His approach encompasses a range of personal goals, including funding education, planning for retirement and potential healthcare costs, and establishing long-term family objectives. With a Bachelor's Degree from the University of Arkansas System, D'arcy integrates clients' personal perspectives and priorities into transparent wealth planning processes. He is committed to simplifying the complexities of investing and connecting all aspects of clients’ financial lives to help them focus on and pursue their most important goals.

Alexandra Martini is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2012, including a period at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services based on an IPS-driven process grounded in modern portfolio theory. The firm’s advisory approach includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Alisa Isenhower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Madhavan Padmanabhan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Ethos Investment Management and B. Thiagarajan & Co, as well as work at Brigham Young University. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Lando is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Bank of America and Merrill since 2013. Lando serves as an advisory board member for the Jones-Harrison Foundation and is a board member of Teach For America - North Carolina. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Catherine Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at Golub Capital and JPMorgan Chase Bank, N.A., as well as involvement with Davidson College and Durham Academy Summer Camps. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Stuart Wainscott is a CFP® professional with over 31 years of industry experience, currently serving at Raymond James Financial. His career includes over 20 years with Raymond James & Associates and 14 years at US Airways. He owns AWA Group LLC, a business entity used for liability purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Christopher Warren is a CFA® charterholder and holds a Series 66 license. He has nine years of industry experience, including his current role at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Compass Group USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tyler Mote is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group and Amway, where he is also active as a distributor of nutrition, beauty, personal care, and home products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative client engagements to develop tailored financial recommendations.

Patrick Brown is a Series 66-licensed advisor with Merrill, based in Pennington, NJ. He joined Merrill in 2025 and has prior experience at firms including Jensen Hughes, Glazing Concepts, and Mountain Lake Pool and Patio. Brown also attended Elon University from 2021 to 2025. 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, 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.

Harry Smith III is a financial advisor with Robert W. Baird & Co. in Charlotte, NC, holding Series 63, 65, and 66 credentials and with 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an investor in NLA Diagnostics, LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, utilizing a range of strategies from traditional equity and fixed income to more complex and non-traditional investments.

James Lalor is a Series 66-credentialed financial advisor with Merrill in Denver, NC, with 14 years of industry experience. He has worked at both Merrill and Bank of America since 2012. Lalor is also an inactive Ready Reserve Captain in the United States Marine Corps. 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 a range of individual, institutional, and charitable clients.

Catherine Kight is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and began her career as an Investment Banking Analyst at Canaccord Genuity from 2022 to 2024. In her current position, Catherine focuses on developing personalized wealth strategies that align with her clients' families, goals, values, and concerns. Her approach emphasizes navigating both the financial and emotional aspects of wealth management, aiming to provide clarity, confidence, and trusted guidance throughout her clients' financial journeys. Outside of her professional responsibilities, Catherine enjoys activities such as beach outings, fitness, hiking, Pilates, swimming, and volunteering.

Gregory Wolder is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Prior to that, he was involved with Garden State Fireworks and GW Floor Services LLC from 2010 to 2018. 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 management delivered through multi-asset model portfolios and utilizes a centralized operational structure.

Stephen Holderness IV is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and has experience in public health and small business operations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning using firm-approved analytical tools.

Matthew Wells is a CFP® with 16 years of industry experience. He is currently with Fidelity, where he has held roles across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and oversee a range of investment products and model portfolios.

Madison Turner is a financial advisor at LPL Enterprise with a Series 66 designation and three years of industry experience. Prior to joining LPL Enterprise, Turner was affiliated with The Prudential Insurance Company of America and Pruco Securities LLC. Outside of advising, Turner has held various roles in the food service industry and has experience working at the University of North Carolina at Charlotte. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses model-driven investment approaches and offers access to third-party asset managers, financial planning, and non-securities products through affiliated entities.

Joseph Bayse is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent a year with SunTrust Advisory Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.