Ryan Rescigno is a financial advisor at Raymond James & Associates with a Series 66 credential and three years of industry experience. Prior to joining Raymond James, he has held positions at organizations including Spring Valley Country Club and Clemson University. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Cassandra Wincek is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation. Her career includes roles at UBS and Georgia State University. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management. The firm offers a range of services including financial planning, portfolio management, and distribution of mutual funds and alternative products.

Adam Barbee is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 65 and Series 63 licenses and has nine years of industry experience, including over a decade with Wells Fargo-related entities. 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 integrates research from Wells Fargo Investment Institute alongside third-party data to support diversified portfolio construction.

Michael Cohen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2012, with a one-year tenure at PNC Wealth Management and two years at Equitable Advisors. Outside of his advisory role, he manages rental properties in North Carolina. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics to support diversified investment strategies.

David Belinkie is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Financial Group since 2003. In addition to his advisory role, he is also licensed as an individual life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized planning services, including divorce and estate-settlement planning.

Leonard Yarnovich is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 65 and Series 63 licenses. In addition to his financial advisory role, he has a long-standing career in healthcare with Novant Health and Alliance Imaging Healthcare Services. Yarnovich is also involved in sales related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jonathan Massey is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has been in the financial industry since 2017, with prior roles at Baldwin Risk Partners, Wells Fargo, and Capital Center LLC. His earlier background includes over a decade at Virginia Commonwealth University. 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.

Josh Haggard is a CFP® with 12 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Edward Jones from 2016 to 2023. Outside of his advisory role, he is involved with Beltway Home Repair in Gastonia, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a range of investment strategies and leverages technology for operational and research support.

Francia Davis is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Wells Fargo Bank since 2007 and joined Wells Fargo Clearing in 2022. 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 both brokerage and advisory solutions.

Granville Washington is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and PNC Investments. 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 both brokerage and advisory solutions.

Steven Balerna is a financial advisor at Fidelity with 14 years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at TIAA and TIAA-CREF from 2011 to 2020. Outside of his advisory work, he owns and manages INTERIE LLC, a business that sells products on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Molly Rice is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 65 and Series 63 designations. Rice has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2001. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Patrick Conlan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years at Merrill. Outside of his advisory role, he owns a rental property business in Baldwin, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory and financial planning services, utilizing research from their investment institute and third-party sources to guide portfolio construction.

Alexandra Puzon is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Bank, N.A. since 2020. Alexandra is also a notary public in Raleigh, NC. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Jesus Cortez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo since 2016 and briefly at J.P. Morgan Securities in 2013. Outside of his advisory role, he owns Ridgeline, a cybersecurity consulting business, and Veteran Wealth Arsenal LLC, an educational media and publishing company. Wells Fargo Advisors is a national securities firm that offers 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 supported by research from Wells Fargo Investment Institute.

Anthony Williams is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Equitable Advisors, he worked in various roles across retail and education sectors. He serves on the Board of Directors for the University of North Carolina Greensboro - Bryan School Alumni Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of representatives and third-party managers, offering a range of investment programs including mutual funds, ETFs, and alternative investments.

Julia Truslow is a CFP® with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2017. Prior to that, she worked at Oxman, Riggins & Associates from 2014 to 2017. 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 databases.

Steven Bonetto is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry. He began his investment career as a mutual fund broker and bond trader before joining Merrill more than two decades ago. Steven’s professional focus includes college education planning, corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Steven holds a Bachelor's and a Master's Degree in Marketing and Management from St. Bonaventure University. He has earned several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He was named to the 2023 Forbes “Best-in-State Wealth Advisors” list. Residing in Charlotte, North Carolina, Steven is active in professional organizations, The Boy Scouts of America, and is a member of St. Matthews Church. His personal interests include boating, camping, football, hiking, hunting, ice hockey, music, skiing, traveling, and yoga.

Brian Moroz is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 66 and Series 63 designations. His work history includes positions at Wells Fargo Bank, First Republic Bank, and MBSC Securities Corporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party data to guide investment decisions, offering both brokerage and advisory solutions across a wide range of financial products.

Samantha Kingsley is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following a one-year tenure at Bank of America. 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 plans, corporations, and charitable organizations.