William Pecarro is a financial advisor at Ameriprise in Charlotte, NC, holding Series 63 and Series 66 designations with 24 years of industry experience. He previously worked at LPL Financial for 10 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, utilizing algorithmic automation alongside human oversight in its retirement planning process.

Jennifer Suminguit is a Series 66 licensed financial advisor with Morgan Stanley in Cornelius, NC, bringing 19 years of industry experience. She has been with Morgan Stanley since 2009 and holds a position with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as a board member for Creative Art Exchange. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning that utilizes structured discovery and firm-approved tools, serving approximately $2.74 trillion in client assets.

Amanda Gust is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 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 to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bonnie Covington is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial for seven years before joining Merrill in 2020. Based in Charlotte, NC, she has been with Merrill for six years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.

Kyle Smithers is a financial advisor at Morgan Stanley in Cornelius, NC, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley and its Private Bank since 2016. Prior to his advisory career, he was a student at UNC Charlotte and worked at Tenders Fresh Food during the same period. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs supported by structured planning tools and the Global Investment Committee’s market analyses.

Zachary Lewer is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation and is a Personal Investment Advisor (PIA). Zachary focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, tax minimization, and retirement income. Zachary graduated with a Bachelor's Degree in Finance from the University of Georgia in 2014. Prior to joining Merrill Lynch, he worked at The Vanguard Group for nearly three years, finishing as a Senior Investment Consultant serving High-Net Worth clients. He is involved in several professional and community organizations including Christian Business Men's Connection, F3, Kingdom Advisors, New Canaan Society, and Plaza Baptist Church. Outside of his professional role, Zachary participates in community activities such as the South America Mission and The Billy Graham Library. He enjoys spending time exploring new restaurants, attractions, and areas of Charlotte with his wife Lauren and their two children, Luke and Lucy.

Jessica Palpallatoc is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at Wells Fargo Securities, LLC and Wells Fargo Bank, NA since 2021, and previously was employed at Stevens Institute of Technology and East Brunswick High School. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary management options. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving institutional clients with tailored retirement solutions.

Brandon Whelan is a CFP®-designated financial advisor with 12 years of industry experience, currently with Wells Fargo Clearing Services, LLC since 2022. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2022, and at LPL Financial from 2016 to 2018. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its investment solutions.

Jacob Harvey is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and one year of industry experience. His prior roles include positions at The Vanguard Group, Inc. and Roanoke College. 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 uses research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Nicole Zimmer is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Her background includes roles at Indigo Sol and the University of North Carolina Wilmington, among others. 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.

Garrick Becker is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2020. In this role, he partners with local Financial Consultants to engage clients in meaningful planning, aiming to align resources to support clients as they work towards their financial goals and desires. Becker has been with Fidelity Investments since 2007, holding various positions including Assistant Branch Leader, Retirement Relationship Manager, Retirement Solutions Manager, Premium Relationship Associate Manager, Facilitator, Premium Relationship Associate, and Financial Representative. This progression reflects his extensive experience within the company and his involvement in different facets of financial services and client relationships. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Arvin Shiribabadi is a financial advisor at Edward Jones in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quasar Distributors LLC, Horizon Investments LLC, Brighthouse Financial, and AXA Advisors. Outside of his advisory role, he is a member of Mango Manor, LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Sameer Baig is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing Services, Fidelity Investments, and The Vanguard Group. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a centralized team and incorporates detailed investment research and tax-aware strategies.

Brendan Roberts is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked briefly at RHI General Group and has experience in the hospitality and retail sectors. 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.

Zachary Miller serves as a Senior Financial Advisor at Merrill Lynch Wealth Management in Charlotte, North Carolina, where he has been part of the team since 2016. He oversees the financial affairs of families and businesses, applying a goals-based process to establish and articulate his clients' financial visions across various life stages. His approach emphasizes personalized financial strategies and thoughtful portfolio management to help clients achieve their long-term objectives. Prior to joining Merrill Lynch, Zachary spent eight years as a Regional Vice President with PFS Investments, Inc., where he established a financial practice in Hampton Roads, Virginia. Zachary holds a bachelor's degree from St. Andrews Presbyterian College. He holds the professional designation of Personal Investment Advisor (PIA). His team, Miller Rap Wealth Management, was named to Forbes' "Best-in-State Wealth Management Teams" list for 2024. In addition to his financial advisory role, Zachary is actively involved in his community; he serves as a deacon at Northside Christian Church, contributes to the church's benevolence programs, and has served on the council of the Boys & Girls Club of Greater Charlotte. He is a member of Carmel Baptist Church in Matthews, North Carolina, where he resides with his wife and four children. Zachary's professional focus includes family wealth management strategies, legacy planning, personal retirement planning, small business strategies, and retirement income. He welcomes connections with individuals seeking financial guidance and those interested in investment opportunities or community involvement.

Cheri Lytle is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. She previously worked at Merrill Lynch and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Lytle serves as a board member for The American College, contributing her financial industry expertise to the institution’s academic programs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Wesley Egan is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brianna Tysinger serves as a Wealth Management Advisor with Merrill Lynch Wealth Management and is a member of the Rounds Wealth Management Group. Since joining Merrill Lynch in 2016, she has focused on wealth management planning by developing and maintaining investment strategies tailored to clients' evolving life priorities. Brianna emphasizes a comprehensive approach to meeting client needs by leveraging the full capabilities of her team and Merrill Lynch to present relevant opportunities and guidance. Her areas of expertise include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Brianna holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from the University of South Carolina. Brianna resides in Charlotte with her husband and their labradoodle. Her personal interests include biking, cooking, hiking, interior decorating, music, reading, skiing, traveling, yoga, and spending time with family. She is committed to building trusted client relationships and providing personalized, adaptable financial recommendations aligned with clients' goals.

Audrianna Islas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2020 and has been with Wells Fargo Bank, N.A. since 2015. She also has experience at Blue Ridge Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, with an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Shore is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses. He has 28 years of industry experience, including over a decade at Wells Fargo Clearing and a year at Wells Fargo Advisors LLC. 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 with more than 14,000 financial advisors and offers both brokerage and advisory solutions.