Sabrina Pignataro is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has worked at firms including Kestra Investment Services LLC and Cunningham Financial. Prior to her advisory career, she held various roles in the hospitality industry and attended the University of North Carolina at Wilmington. 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 range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

James Copley is a financial advisor with Ameriprise Financial Services LLC in Charlotte, NC, holding Series 63, Series 65, and Series 66 licenses with 31 years of industry experience. His career includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement-income recommendation reports and ongoing planning advice that emphasizes dependable income sources and tax-aware withdrawal strategies.

Siddharth Patel is a financial advisor with Merrill in Pineville, NC, holding a Series 66 designation and seven years of industry experience. He has worked at Bank of America and Merrill since 2017. Outside of his advisory role, he is a co-owner of a Subway franchise operated through MahiSagar LLC. 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.

Courtland Stout is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 license and four years of industry experience. His prior work includes roles at Bank of America, MML Investors Services, MassMutual, Truist, and Northwestern Mutual. Outside of finance, he is involved in a family-owned wedding and event planning business, Grace + Honey Events, where he assists with event setup and planning. 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.

Daren Queenan is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 65 and Series 63 credentials and has previously worked at E*TRADE Securities LLC and TIAA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, 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 services through Financial Advisors and its Estate Planning Strategies Group.

Eugene Marx is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Marx is also a partner in Pittenger Investments (now South Street Partners), where he provided capital as an LLC owner. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by extensive research and model manager options.

John Paul Sullivan is a Senior Financial Advisor with the Biedrycki Sullivan Vaughan Group at Merrill Lynch Wealth Management in Charlotte, North Carolina. He began his career in the financial services industry in 2016 with TIAA and joined the Biedrycki Sullivan Vaughan Group in July 2017. At Merrill Lynch, he works with clients to develop and execute customized financial strategies aimed at achieving both their short- and long-term goals, utilizing the resources of Merrill Lynch and Bank of America. John Paul holds a bachelor's degree from North Carolina State University, where he majored in finance and minored in accounting. He is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. His expertise encompasses family wealth management strategies, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. Outside of his professional role, John Paul is involved in the community through Heart Math Tutoring. He enjoys fishing, football, golfing, hiking, ice hockey, reading, skiing, soccer, table tennis, and spending time with his family.

Melissa Haynes is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Merrill since 2015 and has been with Bank of America, N.A. since 2017. Prior to her current roles, she spent two years at Catawa College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Diane Willis is a CFP® with 26 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at Lincoln Financial Securities Corp and INVEST Financial Corp. She is also involved in divorce planning through her ownership of Wilshire Divorce in Charlotte, NC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through independent financial professionals using a variety of portfolio management approaches and platform arrangements.

David Climer is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining LPL Financial in 2023. Outside of his advisory role, Climer serves as a South Carolina State Senator for York County, a position he has held since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

John Foery is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research-based investment strategies, including diversification principles and modern portfolio theory.

Matthew Nobles serves as a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. He holds the professional designation of Personal Investment Advisor (PIA), which reflects his expertise in investment advisory services. Matthew earned his Bachelor's Degree from the University of North Carolina Wilmington. His approach centers on understanding what matters most to clients and their families, aligning financial strategies with their unique objectives.

Joseph Zentner Jr. is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is involved with an auto parts business and partners in real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor investment plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and financial planning services.

Isabella Peterson is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she held roles at Morgan Stanley and James Madison University. Outside of finance, she is a professional women’s lacrosse player competing in the Women’s Lacrosse League and owns a lacrosse training business focused on coaching girls. 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.

William Turner is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Charlotte, where he leads Turner and Associates. He provides personalized financial guidance to clients from diverse backgrounds, including business owners, executives, physicians, and multi-generational families. His expertise covers areas such as wealth accumulation, tax-sensitive portfolio design, retirement planning, cash-flow management, and wealth transfer strategies. William holds a Bachelor's Degree with a double major in Finance and Real Estate from Appalachian State University. He is credentialed with several designations including Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor™, Certified Plan Fiduciary Advisor®, and Certified Exit Planning Advisor (CEPA). These qualifications support his comprehensive approach to addressing clients' financial goals. Active in his community, William has volunteered with organizations like the Mens Shelter of Charlotte (Roof Above) and has participated in city-based trash cleanup initiatives. He has also served in leadership roles within his homeowners' association and at Christ Episcopal Church. Outside of his professional and community engagements, William enjoys cycling, skiing, golfing, and spending time with his wife Catherine, their three adult children, and their Aussiedoodle.

Desiree Dufresne is a financial advisor with Edward Jones in Matthews, NC, holding Series 63 and Series 66 licenses and having 26 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she owns and maintains a rental property in Matthews, NC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Dana Keener is a financial advisor at UBS Financial Services with 23 years of industry experience. She has been with UBS since 2009 and holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a comprehensive platform.

Kiley Baker is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and Crestone Asset Management LLC prior to her current role. Kiley serves on the finance committees of two nonprofits, Friendship Bridge and the Women’s Foundation of Colorado, where she helps oversee endowment investment performance and asset allocation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing functions and delivers its program on a non-discretionary basis.

Matheus De Souza is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 66 and Series 63 designations and having one year of industry experience. His prior roles include positions at Fidelity Investments and involvement with several other companies across diverse sectors. He is also associated with Fresh Touch LLC, an outside business activity ongoing since 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research-driven investment options.

Andres Cordoba is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has over 16 years of experience in the financial services industry, during which he has worked in various capacities including Senior Financial Consultant at TD Ameritrade; Financial Advisor at UBS Financial Services; Financial Solutions Advisor at Merrill Lynch; Banker at JP Morgan Chase; Trader at Etrade Financial; and Registered Sales Assistant at PNC Investments. As a military veteran, Andres combines his background with his financial expertise to provide straightforward and unbiased guidance. He partners with clients and their families to develop personalized financial plans aimed at achieving their unique goals. His approach focuses on helping clients make confident and informed financial decisions. Outside of his professional work, Andres has interests in camping, cars, football, gardening, military service, and outdoor adventures.