Barrett Brooks is a CFP® and Series 63 credentialed financial advisor with 19 years of industry experience. He currently works at Fidelity Investments and has previously been employed by The Vanguard Group Inc. and Linden Thomas & Company Securities, LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Angela Childers is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at Merrill from 2001 to 2020 before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

Robert Hewett is a Senior Financial Advisor with extensive experience in the financial services industry. He has served as a financial advisor and portfolio manager under the Registered Investment Advisor (RIA) platform, managing separate accounts and investment funds. His client base has included high net worth individuals, endowments, family offices, and select institutions. Throughout his advisory career, he has provided private investment opportunities and worked within a hybrid broker-dealer model involving capital raises and private equity placements. Before his advisory roles, Robert gained experience in banking and investment banking at institutions acquired by Bank of America and Wells Fargo, as well as Stephens Inc. His background includes involvement in capital markets transactions such as mergers and acquisitions, equity and debt offerings, lending, and various advisory services. He has worked closely with families, business owners, entrepreneurs, and executives to support their growth, liquidity events, and wealth management, with a focus on the financial institutions sector. Robert holds a Bachelor’s degree from the University of North Carolina at Chapel Hill and is a Chartered Financial Analyst® (CFA®) charterholder. He also holds the Personal Investment Advisor (PIA) designation. A native of North Carolina, he has spent much of his career in Charlotte, NC, and Atlanta, GA. His personal interests include adventure sports, basketball, boating, fishing, football, golfing, hunting, music, family time, and traveling.

Felix Von Uklanski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He plays a key role in providing oversight over investment platform, portfolio manager, and individual security selection for his team. Felix applies his expertise to support clients in areas such as Family Wealth Management Strategies, International Wealth Management, Small Business Strategies, and Socially Responsible, Values Based, and ESG Investing. Originally from Cologne, Germany, Felix has extensive experience in the financial services industry, having worked with some of the largest investment banks in Amsterdam, Houston, London, and New York. He holds a Master’s Degree from Southern Methodist University and has earned several professional designations including Chartered Financial Analyst (CFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Felix lives in the SouthPark area of Charlotte with his wife Amy and their two children. He is actively involved as a board member and volunteer with various local and international nonprofit organizations. Outside of his professional commitments, Felix enjoys hiking, playing soccer, traveling, and spending time with his family.

Thomas Mccormick is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He holds the Series 66 designation and is based in Charlotte, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions through a large network of financial advisors.

Michael Macomson II is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 63 and Series 65 designations. His background includes multiple roles at MassMutual Life Insurance Company and Mass Mutual Investors Services, as well as experience in the retail and education sectors. Mass Mutual 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 using firm-approved analytical tools and structured, collaborative client relationships.

Justin Lenarcic is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 65 licenses and bringing five years of industry experience. He previously worked at Global Alternative Investment Services, Inc. for five years and has a long tenure with Wells Fargo Bank since 2007. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Charles Sleeth is a financial advisor at Ameriprise Financial Services with over 33 years of industry experience. He holds the CFP® designation and several securities licenses (Series 63, 65, 66). His prior experience includes roles at Principal Securities, Wells Fargo Clearing, and Harrisdirect. He also serves as a financial advisor at Skyla Federal Credit Union, performing similar advisory duties. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Kavondra Jeter is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Wells Fargo Clearing Services and TIAA-CREF Individual & Institutional Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services.

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 in Charlotte, NC, holding Series 63 and Series 66 registrations and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2016, including six years with Morgan Stanley Private Bank, N.A. Prior to his advisory career, he attended UNC Charlotte and worked at Tenders Fresh Food (now called PDQ). Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

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.