Arvin Shiribabadi is a financial advisor at Edward Jones in Charlotte, NC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Quasar Distributors LLC, Horizon Investments LLC, Brighthouse Financial, and AXA Advisors. Outside of his advisory role, he is a member of Mango Manor, LLC, a limited liability company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Sameer Baig is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Clearing Services, Fidelity Investments, and The Vanguard Group. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning advice through a centralized team and incorporates detailed investment research and tax-aware strategies.

Brendan Roberts is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 65 and Series 63 licenses. His work history includes roles at Wells Fargo Clearing, RHI General Group, and non-financial positions in the hospitality and retail sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Miller is a Senior Financial Advisor at Merrill Lynch Wealth Management in Charlotte, NC, where he oversees the financial affairs of families and businesses. He joined Merrill Lynch in June 2016 after spending eight years as a Regional Vice President with PFS Investments, Inc. Prior to that, he began his financial services career in 2006. Zachary emphasizes a comprehensive approach to wealth management, focusing on developing personalized financial strategies that align with clients' long-term goals through a goals-based process. He holds a Bachelor's Degree from St. Andrews Presbyterian College, where he was an NCAA athlete and an Academic All-American. Zachary is a Personal Investment Advisor (PIA) and leads the Miller Rap Wealth Management team, which was named by Forbes as one of the "Best-in-State Wealth Management Teams" in 2024. Outside of his professional responsibilities, Zachary is active in his community. He resides in Matthews, NC with his wife and four children and is involved in his church, Carmel Baptist, as well as previously serving on the council of the Boys & Girls Club of Greater Charlotte and as a deacon and with benevolence activities at Northside Christian Church.

Cheri Lytle is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, following a prior role at Merrill Lynch for one year. Lytle serves as a board member for The American College, a private institution providing professional training and certifications for financial practitioners. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative analysis and includes ESG eligibility criteria, with implementation services provided by affiliated entities.

Wesley Egan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He 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, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets across more than 14,000 advisors and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brianna Tysinger serves as a Wealth Management Advisor with Merrill Lynch Wealth Management and is a member of the Rounds Wealth Management Group. Since joining Merrill Lynch in 2016, she has focused on wealth management planning by developing and maintaining investment strategies tailored to clients' evolving life priorities. Brianna emphasizes a comprehensive approach to meeting client needs by leveraging the full capabilities of her team and Merrill Lynch to present relevant opportunities and guidance. Her areas of expertise include corporate benefits, education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Brianna holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from the University of South Carolina. Brianna resides in Charlotte with her husband and their labradoodle. Her personal interests include biking, cooking, hiking, interior decorating, music, reading, skiing, traveling, yoga, and spending time with family. She is committed to building trusted client relationships and providing personalized, adaptable financial recommendations aligned with clients' goals.

Audrianna Islas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked at Wells Fargo Clearing since 2020 and has been with Wells Fargo Bank, N.A. since 2015. She also has experience at Blue Ridge Community College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers both discretionary and non-discretionary services, with an IPS-driven advisory process grounded in modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Shore is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses. He has 28 years of industry experience, including two separate tenures at Wells Fargo Clearing totaling 17 years and two years at LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a mix of consulting and discretionary retirement plan services, supported by research from Wells Fargo Investment Institute and third-party databases.

Dennis Mumford is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at MSI Financial Services and Mass Mutual Investors Services. Outside of his primary advisory role, he is involved as an independent insurance agent and holds managing member positions in several financial-related firms. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Richard Johnson is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and possessing 25 years of industry experience. He has worked at Sagepoint Financial, Inc. and several related firms prior to joining OSAIC in 2023. Johnson also serves as a FINRA arbitrator and owns Intrepid Advisor Resources, through which he manages compliance and supervises multiple registered representatives. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and utilizing a complex affiliate network and private-equity ownership.

William Ferry Jr. is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America, N.A. since 2008. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Busalacchi is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Unionbanc Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions.

Danny Rodriguez is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 65 and Series 63 licenses and 19 years of industry experience. He has been with Primerica Advisors since 2007 and has additional experience with Primerica Financial Services dating back to 2006. Rodriguez is the owner of AIKI Associates LLC, an investment-related business associated with Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional clients.

Genny Pignatiello is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. Wells Fargo Advisors is a national securities firm that offers 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 provides both brokerage and advisory solutions.

Matthew Tardugno is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, Axa Equitable, and Chatham Street Advisors. Outside the financial industry, he has been involved with FTA Embroidery Charlotte. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars to support client goals.

Brooke Thoden is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and having five years of industry experience. She has been with Merrill since 2019 and previously worked at Bank of America from 2006 to 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Peter Huynh is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 credential with 12 years of industry experience. He has professional experience with Bank of America and KARE Learning Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Deashawn Turner is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He began his advisory career in 2026 and has prior experience at Wells Fargo Bank, Truist Bank, M&T Bank, and IBEX Global. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, retirement plan consulting, and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Audrey Scott is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, Wells Fargo Clearing, Uber, and RCH Securities. Outside of finance, she owns and operates KOIBYDESIGN LLC, a small art business specializing in upcycled housewares. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.