Mitchell Nelson is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2015, with prior experience at ATI Specialty Metals and Federal Express Corp. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Jason Miehle is a CFP®-certified financial advisor with 17 years of industry experience. He has been with The Vanguard Group since 2008. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Mark Jones is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. He has been with Vanguard and its affiliated entities since 2019. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models to create personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Brian Hill is a financial advisor with LPL Financial in Huntersville, NC, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior experience includes six years at Ameriprise Financial Services, Inc. Before joining LPL Financial in 2018, he developed expertise in financial advisory services. LPL Financial serves a broad client base including individuals, retirement plans, and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Daniel Brown is a financial advisor at Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Wells Fargo Clearing Services and has a background that includes roles at Associate Staffing, LLC and Publix Super Markets, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs planning.

Caroline Cowley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at TIAA-CREF Individual & Institutional Services and Randstad. Outside of her advisory work, she has participated in online user research surveys as an independent contractor. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of financial advisors.

Daniel Boehm is a financial advisor with LPL Financial in Concord, NC, holding Series 63 and Series 66 registrations and 15 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with both discretionary and non-discretionary management supported by a range of model portfolios and research.

James Lowry serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this capacity, he provides financial advice and guidance to clients, focusing on managing individual wealth and retirement benefits. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC), reflecting his expertise in retirement planning and fiduciary responsibilities. James Lowry earned a Bachelor's Degree from Saint Thomas Aquinas College.

Amanda Whitlock is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2019, following prior roles at Edward Jones and public schools in North Carolina. Outside of finance, she coaches kids' jiu jitsu classes at Metrolina Martial Arts. 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 operates at scale, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

James Benson is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group and Vanguard Marketing Corporation since 2018 and previously worked at Plaza Park Bank for 19 years. Outside of his advisory role, he is the owner and CEO of Benbrook Imports, Inc., a wine importing business. Vanguard Advisers offers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs.

Amy Crosby is a financial advisor at Vanguard Advisers with 25 years of industry experience. She has been with The Vanguard Group, Inc. since 2002. She holds Series 63 and Series 66 designations. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages portfolios largely composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Antonio Maya is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience and previously worked in various roles including positions at Florida International University and several restaurant ventures. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach to portfolio construction, utilizing Vanguard funds and ETFs with various customization options and tax-aware features.

Samuel Fulbright is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Vanguard entities since 2021, following earlier roles at On24, the University of North Carolina, Harris Teeter, and Lake Norman Charter High School. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants through both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models and primarily invests in Vanguard funds and ETFs, offering customization options and tax-aware features.

Douglas Russell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Premier Transportation and Warehousing Inc. from 2015 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Ervin is a financial advisor with LPL Financial in Concord, NC, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he has held various positions in retail and service industries and has been involved in small business operations including pavement cleaning and carwash ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Dana Horton is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, Horton is a member of a family-owned real estate LLC and serves as a notary public, providing document notarization services as needed. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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.

Noelle Milestone is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank since 2019, with prior experience at Heafner Financial and SunTrust Advisory Services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering 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, with options for both non-discretionary and discretionary services, including unique offerings such as insurance-related vehicles and bank deposit sweep programs.

Warren Chapman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and previously held positions at Bethune Cookman University, Bank of America, and the Town of Cornelius staff. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Benjamin Bellury is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2020, he worked at TIAA and TIAA-CREF from 2005 to 2018. Outside of his advisory role, he is a partner in IEnate, LLC, a coaching and consulting business based in Charlotte, NC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors.

Jacob Miller is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked with J.P. Morgan Securities and Morgan Chase Bank since 2021. Prior to his current roles, he held positions at Walgreens and Rockin Jump. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.