Jeremy Walier is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch Pierce Fenner & Smith since 2016, previously spending three years at LPL Financial. Outside of his advisory role, he is involved in managing a family-owned LLC holding land in the Adirondack Park in New York. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Ashley Dambreville is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services and TIAA, with a career spanning positions at JP Morgan affiliates since 2019. She also has experience working with Sports Link. J.P. Morgan Securities 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. The firm offers services on a non-discretionary basis through a select group of Wealth Advisors.

William Mcdonald is a CFP® professional with 27 years of industry experience, currently serving as an advisor at LPL Financial since 2026. His prior experience includes roles at Ameriprise Financial Services, Kestra Financial, and National Planning Corporation. He also teaches as an instructor at Central Piedmont Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer offering financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management and offers a range of model portfolios, research support, and specialized programs for institutional and individual clients.

Semludin Avdic is a Series 66 licensed financial advisor at LPL Financial with one year of industry experience. He worked at CVS Pharmacy for six years prior to joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios and third-party research.

Mercedes Dockery is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and currently in her first year in the industry. Prior to her advisory role, she gained six years of experience with EXP Realty and worked with Wilkinson ERA and Citywide Realty in real estate. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Christy Broccardo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has been with Wells Fargo Clearing since 2022 and has a longer tenure at Wells Fargo Bank, N.A., starting in 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Adam Greene is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Citizens Securities, TD Ameritrade, and Scottrade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Richard Keelty is a financial advisor at Ameriprise with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2018, following a 19-year tenure at Capital Research & Management Co. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides customized written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for assets held in Ameriprise-managed accounts.

Danielle Danner is a Wealth Management Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 2009 as an intern and progressed to a Registered Client Associate before becoming an advisor. Danielle focuses on helping clients with strategies related to retirement planning, education planning, family wealth management, and retirement income. She works closely with individuals, families, and businesses to understand and align financial advice with their short- and long-term objectives. Danielle holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. She earned a bachelor’s degree in Business Administration with a focus on Finance and a minor in Communication Studies from the University of Florida. Originally from the Tampa Bay area, she now resides in Matthews, North Carolina with her husband and two children. In addition to her professional work, Danielle is involved in the community through her participation with Samaritan’s Purse U.S. Disaster Relief and the Matthews Athletic & Recreation Association Softball program. She enjoys running, reading, playing softball, and spending time with her family.

Austin Konecke is a financial advisor with Edelman Financial Engines in Charlotte, NC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and was previously with Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

John Granzow II is a financial advisor at Morgan Stanley with 10 years of industry experience. He previously worked at Wells Fargo Securities LLC and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.

Timothy Briggs is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Barings from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Josiah Behm is a financial advisor with LPL Financial based in Fort Mill, SC. He holds a Series 66 designation and has been in the industry since 2024, with prior experience at Northwestern Bank and Prairiewood Wealth Management. Before entering the financial industry, he spent 16 years in full-time education. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Robbins is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Outside of his advisory role, he is a joint owner of an LLC involved in owning a rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory and discretionary managed account options supported by centralized custody and operational infrastructure.

John Grant is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and with four years of industry experience. He has worked at Merrill since 2022 and previously was at The Vanguard Group, Inc. for one year. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional fiduciaries.

Carlo Licata is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2010. Outside of his advisory role, he serves as Treasurer and Chairman of the Associates Board for the Mid America Club in Chicago. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and models.

Brian Snyder is a financial advisor with Morgan Stanley in Charlotte, NC, holding a Series 66 license and six years of industry experience. He previously worked at Trimble Inc. from 2014 to 2020 and has been with Morgan Stanley and its Private Bank since 2020 and 2021, respectively. Outside of his advisory role, Snyder is a partner at Happy Tree Farms, Inc., an agricultural business in Greensboro, North Carolina. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by model-based outcome analysis.

Nicholas Deneault is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc., and involvement with various business ventures including ND Tax Prep and Deneault & Greyard LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

William Martin III is a financial advisor with LPL Enterprise, holding Series 66 and Series 63 credentials and possessing five years of industry experience. His prior roles include positions at TIAA-CREF Individual & Institutional Services and Wells Fargo Clearing Services. Martin is also involved in a non-variable insurance agency based in Concord, NC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Guy Mcbride III is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, UBS Financial Services, and PNC Investments. Outside of his advisory work, he owns and operates an online marketplace business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.