Daniel Speer is a CFP® and ChFC® with 19 years of experience in the financial industry. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach that integrates quantitative and qualitative research to construct globally diversified portfolios and offers services including sub-advisory and retirement plan management.

Wynton Johnson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at Eli Lilly and Company, Lowe’s, and LaSalle Investment Management Distributors, LLC. He also has experience in education, having worked at Florida Agricultural & Mechanical University, Trinity High School, and Crosby Middle School. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach centered on proprietary models, offering portfolios constructed mainly from Vanguard funds and ETFs with various customization features.

Mark Orton is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and 24 years of industry experience. He has been affiliated with Wells Fargo Clearing since 2016 and with Wachovia Bank, N.A. since 2004. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including niche services like business-owner transition and special-needs analysis, and uses Wells Fargo research and tools to develop tailored client recommendations.

Megan Hern is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, Hern worked at The Vanguard Group and has a background that includes positions in law and public relations. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling techniques.

Evan Ferguson is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved in various hospitality and service businesses, including Castaways Raw Bar & Grill and RuRu's Taco's & Tequila. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm employs a variety of third-party and proprietary programs to tailor investment solutions.

Arthur Corazza is a Series 66-licensed financial advisor with Thrivent Investment Management in Rock Hill, SC. He has been with Thrivent and its affiliated firm since 2026, following an 11-year tenure at United Rentals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial planning topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brian Green is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Morgan Stanley in Washington, DC, where he has worked since 2019 across the Private Bank and Smith Barney divisions. Prior to Morgan Stanley, he spent sixteen years at Wells Fargo Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved processes and tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Brooke Smith is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and two years of industry experience. Prior to joining LPL Financial, Smith worked at firms including Commonwealth Financial Network and Edward Jones, and was involved with Freight Farms, Inc. outside the financial sector. Smith is also co-owner of OpenRoad Wealth Advisors, LLC, a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services supported by research and technology tools, with a large network of investment adviser representatives managing extensive discretionary assets.

Lakeisha Blount is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and four years of industry experience. Her prior roles include positions at The Vanguard Group, Lincoln Financial Group, and Liberty Mutual. Outside of finance, she owns and operates an event planning and decoration business, A Remarkable Event, LLC. 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 utilizes research and analytics to guide investment options and offers a broad range of brokerage and advisory solutions.

Helen Amelia Fritsche is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. She is a member of TBBR LLC, a group formed to co-own a condominium in Blowing Rock, 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Wells is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Morgan Stanley in 2022, he worked at Wells Fargo from 2004 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers plans both directly and through Corporate Financial Planning agreements.

Sarah Demaree is a Financial Advisor at Merrill Lynch Wealth Management. She has more than 11 years of experience helping clients identify and achieve their financial goals. Sarah specializes in philanthropic planning, portfolio management services, special needs planning strategies, women and wealth, individual and corporate investment strategy, and retirement income. She develops personalized financial strategies that align with clients' goals, values, and lifestyles. Her expertise includes creating and implementing financial plans using portfolio, tax, and estate planning strategies. Sarah holds the Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. She earned a bachelor's degree from The Ohio State University in 2011. Sarah resides in Charlotte with her husband, Justin, their two children Benjamin and Elizabeth, and their goldendoodle, Franklin. Outside of work, she enjoys gardening, running, playing tennis, and spending time with her family. She is also involved with the Charity League of Charlotte.

Evan Whitehead is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing since 2016, joining Wells Fargo Advisors Financial Network in 2026. Outside of his advisory role, he is involved with Samaritan's Purse, supporting disaster relief efforts through seasonal warehouse work. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and planning tools to develop customized recommendations.

David Thomas is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. Outside of his advisory role, he is the owner of Thomas Relaxation Sanctuary LLC, a business involved in tax preparation and administrative duties. 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 a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Grace Kristofic is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Heritage Financial LLC and Duquesne University. Her background also includes roles outside of finance, such as involvement with the Virginia Volleyball Academy. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Michael Daley is a financial advisor at Merrill in Charlotte, NC, with 21 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Merrill Lynch, Invesco Distributors, and Oppenheimerfunds Distributor during his career. 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 model-based and discretionary strategies developed by internal and third-party managers.

Caitlin Erickson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has operated The Impeccable Pig, a separate business, since 2013. 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 roughly $671 billion in assets and employing over 14,000 financial advisors.

John Cox is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials. He has been with Wells Fargo Bank since 2021 and previously worked at First Horizon Bank from 2016 to 2021. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jordan Pratt is a Merrill Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and saving for unforeseen circumstances, with support from Bank of America specialists in banking, credit, home financing, and small business solutions. Jordan holds a Bachelor's Degree from James Madison University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved with the James Madison University Young Business Professionals Council and contributes to the Ronald McDonald House of Greater Charlotte.

Shay Desouza is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Merrill since 2011 and also has a long-term role at Wegmans since 2008. 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.