Shane Tenny is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and its investment services division since 2001. Outside of advising, he is an author involved in book sales. MassMutual Investors Services operates as a broker-dealer and registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-supported planning approach and provides a range of investment and educational services.

Nataliya Tsytsarova is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. Her career includes roles at Wells Fargo Clearing Services, Wells Fargo Bank NA, and Jackson-Hewitt Tax Services. 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 planning menu including retirement, education, and specialized services such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Carter Anderson is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill in 2021, he worked at Aon from 2018 to 2021 and has a background that includes time at The University of Georgia. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Amelia Harmon is a financial advisor with LPL Financial in Gastonia, NC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes roles at South State Bank, Investacorp Advisory Services, PNC Investments, and several other firms before joining LPL Financial in 2012. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Ratchford is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds a Series 66 designation and previously worked at Southeast Interior Systems, LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and operates with more than 14,000 financial advisors managing approximately $671 billion in assets.

Michael Walsh is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes roles at M&T Bank, Taglich Brothers, Inc., and Sotheby's International Realty. 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 investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

James King is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of finance, he owns a wedding and event photography business and serves on the Mecklenburg County Aquatic Council advisory board. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Caroline Wyker is a financial advisor at UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses with 18 years of industry experience. She has worked at UBS Financial Services since 2009, with a brief employment gap from 2019 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment plans, combining institutional trading capabilities with wealth management services.

Frederick Owusu Sekyere is a Series 66 licensed financial advisor with Merrill in Charlotte, NC, having two years of industry experience. Prior to joining Merrill, he worked at Cardinal Financial Company and held various contract roles. Outside of his advisory work, he plans to provide ride-share services in his free time. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, utilizing model-based and discretionary strategies across a range of client types including individuals, high-net-worth clients, and charitable organizations.

Maire Doyle is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group and has held various roles including self-employment and positions in technology and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Aalyssa Mitchell is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she held roles in the mortgage banking sector and worked at Scotiabank Trinidad and Tobago and Digicel. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jared Busby is a financial advisor at Merrill Lynch Wealth Management and a member of The L/A Wealth Management Group. He specializes in developing personalized financial strategies designed to help clients pursue their long-term goals, focusing on areas such as college education planning, executive compensation, family wealth management strategies, and personal retirement planning. Jared holds a Bachelor's Degree from Clemson University and an MBA from the College of Charleston. He carries professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). With nearly six years of experience serving clients in Charlotte, NC, he applies a tailored approach, combining personal insight and professional expertise to align clients' financial goals with their passions and values. Originally from the Northern Virginia suburbs of Washington D.C., Jared enjoys outdoor activities such as fishing, hiking, camping, golf, and watching Charlotte FC soccer. He is also committed to community involvement and participates in volunteer work with local organizations.

Thomas Newbrey is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at LPL Financial since 2009, following prior roles with Banc of America Investment Services and Citigroup Global Markets. His other business activities include operating a business entity, TRN Asset Mgt, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by adviser-facing tools and a broad mix of financial activities.

Lisa Marino is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at BOFA Securities, Inc. since 2023, following prior roles at The Vanguard Group, Inc. from 2016 to 2023 and a position at Grand Canyon University from 2017 to 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal teams and third-party managers.

Macintosh Donner is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in Charlotte, NC. Prior to joining Schwab in 2022, he worked at The Vanguard Group from 2020 to 2022. He holds Series 63 and Series 66 registrations. Charles Schwab & Co., Inc. serves a large client base, 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 both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios with centralized custody and operational support.

Charles Miller is a Financial Consultant at Fidelity Investments, where he currently provides comprehensive financial planning and guidance. He collaborates closely with clients and their families to develop financial plans that align with their goals and vision. Before his current role, Charles served as an Investment Consultant at Fidelity Investments from 2022 to 2024 and as an Investment Solutions Representative from 2021 to 2022. His experience spans various aspects of investment consulting and solutions within the financial services industry.

Douglas Groome is a financial advisor with OSAIC in Charlotte, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior work at Signator Investors, Inc. from 2016 to 2018. He is also a sole proprietor selling fixed insurance products, focusing on life, disability, and long-term care insurance. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services that include financial planning, retirement plan consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Andrew Bergeron Jr. is a financial advisor at Wells Fargo Clearing with two years of industry experience. He has previously worked at Vanguard Marketing Corporation and First Citizens Bank and Trust Company. Bergeron has experience outside finance including roles at the University of North Carolina at Chapel Hill and with Nags Head Ocean Rescue. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

Edwin Gresham is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James Financial Services Advisors Inc. since 2012. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and provides a range of advisory programs and consulting services.

Jonathan Smith is a CFP® professional with 15 years of experience in the financial services industry. He is currently with Wells Fargo Clearing and has held prior roles at firms including Mutual of America Securities LLC, Alight Solutions, and Northwestern Mutual. 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 advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.