Lina Clarke is a financial advisor at Merrill in Charlotte, NC, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Advisors, Deutsche Bank Securities, and Wells Fargo Clearing Services. Clarke has been with Merrill since 2019. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Duke III is a financial advisor at Merrill with a Series 66 designation and under two years of industry experience. His prior work includes roles at Bank of America and a variety of positions outside the financial sector, including at Topgolf and a restaurant business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Schlesinger is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management. He joined The Oberheide-Schlesinger Group in 2007 following the completion of an intensive wealth management analyst program. In his role, Brandon leads the group's efforts in third-party asset manager selection, due diligence, and performance measurement, in addition to overseeing operational and compliance matters for the team. Prior to his current position, Brandon was a Senior Vice President and Alternative Investments Director at Morgan Stanley Private Wealth Management. He holds a Bachelor of Arts degree in mathematical economics from DePaul University and maintains several FINRA licenses including Series 7, 66, 3, and 31. Brandon also holds the Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA) designations.

John Mejia is a financial advisor at Wells Fargo Clearing with 24 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 services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryce Moritz is a Financial Advisor at Merrill Lynch Wealth Management, based in the Lake Norman office. He works closely with families to improve their financial plans and help them take advantage of opportunities that align with their unique ambitions. His client focus areas include college education planning, family wealth management strategies, retirement income, tax minimization, and legacy planning among others. Originally from Baltimore County, Maryland, Bryce graduated from Clemson University in 2021 with a Bachelor's degree in Mathematics and a minor in Business Administration. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Bryce's professional philosophy centers on uncovering what matters to each family to create a strategy that pursues their financial goals. Outside of his professional work, Bryce enjoys sports such as basketball, football, tennis, and golfing, as well as playing chess and watching movies.

Trent Thomas is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2006 and 2008, respectively. Charles Schwab & Co., Inc. serves 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 a combination of non-discretionary and discretionary investment advisory services supported by a large-scale, integrated operational structure.

Benjamin Parker is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2016, working in Charlotte, NC. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Bennett is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked for FIRST Citizens Investor Services for 11 years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Katherine Vega is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes positions at Wells Fargo Clearing and Wells Fargo before joining Merrill and Bank of America in 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jim Cantalupo serves as the Managing Partner of The CBC Group and holds the positions of Managing Director and Senior Resident Director - Private Wealth Advisor at the Ballantyne office in Charlotte, North Carolina. With a career in financial services beginning in 1988 and joining Merrill in 1995, he specializes in customized wealth planning strategies tailored for wealthy families, senior executives, and business owners. His focus areas at The CBC Group include trusts, estate planning services, and executive compensation. Jim earned his bachelor's degree from the University of South Carolina and is a graduate of the Cannon Trust School. He holds the CERTIFIED FINANCIAL PLANNER® certification and completed executive leadership programs at the Wharton School of Business, Georgetown University's McDonough School of Business, and the Yale School of Management. Additionally, he holds professional designations such as Certified Plan Fiduciary Advisor, Personal Investment Advisor, Retirement Benefits Consultant, and has expertise in sports and entertainment financial planning. Active in the community, Jim has served as Vice Chairman of the National Board of Directors for the National Multiple Sclerosis Society and currently is president of the Charlotte Soccer Academy, the largest non-profit competitive youth soccer club in North Carolina. He resides in Charlotte with his wife Joanie and their two children. His personal interests include traveling, golfing, and collecting wine.

Meredith Reilly is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She previously worked at Boston College and Bank of America before joining Merrill in 2018. 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 individuals, high-net-worth clients, and institutional investors.

Michael Fraebel is a financial advisor with J.P. Morgan Securities in Charlotte, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Accenture LLP and Insight Sourcing Group Holdings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

John Anderson is a financial advisor at Merrill with 24 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2011, alongside his tenure at Merrill Lynch beginning in 2009. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates a range of investment strategies overseen by its CIO and platform team, with a focus on tax-efficient implementation and close affiliation with Bank of America’s broader banking and capital-markets platform.

Noah Ingalls is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2022, he worked at UBS Financial Services and Churchill Real Estate. He also spent four years associated with Queens University of Charlotte. 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 a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Centario Grier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and NYLIFE Securities, among other firms. Grier is a 50% owner of J&G Legacy Financial Group LLC, which operates for Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Andrea Buschur is a financial advisor at LPL Enterprise with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she owns See Joy Enterprises of NC, a business distributing Italian Water Ice. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with other financial products and lending solutions.

Tywon Pelzer is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 credentials and four years of industry experience. He has held roles within various Vanguard affiliates since 2021 and serves as an owner and operator of a retail pressure washing business. Additionally, he is a transportation officer in the North Carolina Army National Guard, a position he has held since 2013. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Jerry Inman is a financial advisor with Merrill in Huntersville, NC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Lpl Financial Services for 13 years before joining Merrill in 2018. Outside of his advisory role, he serves as a board member for the Coach Ron Axselle Scholarship, a charitable organization. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, employing strategic and tactical asset allocation with various implementation options.

Jamahal Singh is a financial advisor at Fidelity with 12 years of industry experience. He holds the CFP® designation and securities licenses Series 65 and Series 63. Prior to joining Fidelity, he worked at SeCU Life Insurance Company and Credit Union Investment Services, among other roles. 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 develop model portfolios from a broad investable universe.

Barry Ozer is a financial advisor with OSAIC in Charlotte, NC, holding a Series 66 designation and 16 years of industry experience. He previously worked at FSC Securities Corp for eight years before joining OSAIC in 2023. Outside of advising, Ozer serves as a board member for the 3T Foundation, a nonprofit focused on educational enrichment and mentorship for youth in Charlotte, and is a managing partner at Magnolia Capital Partners, providing financial planning and investment services. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools and multiple third-party solutions to construct diversified portfolios and supports legacy platform transitions and advisor recruitment programs.