Salvatore Bria is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with clients to develop sound financial plans aimed at improving their financial futures, supported by Fidelity's client-focused culture and extensive tools and resources. His approach involves collaborating with clients to achieve their financial goals, a process he finds personally satisfying. Salvatore has accumulated extensive experience in the financial services industry, with roles including Wealth Management Advisor at TIAA from 2013 to 2020, Planning and Guidance Consultant at Fidelity Investments from 2011 to 2013, Workplace Consultant at Diversified Investments from 2010 to 2011, Financial Advisor at Valic from 2009 to 2010, and Tax-Exempt Retirement Consultant at Fidelity Investments from 2006 to 2009.

Julia Happel is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. 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 combines research-driven investment strategies with a broad range of financial products and services.

Stacey Pickard is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Fidelity in 2025, she worked for the Teachers Insurance and Annuity Association from 2013 to 2024. Outside of her advisory role, she is authorized as a signer for LPD Construction LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving as an advisor to multiple registered investment companies and utilizing systematic methodologies and long-term asset allocation benchmarks.

Andrey Shchegolev is a CFA® charterholder with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He has held prior roles within Wells Fargo Advisors LLC and Wells Fargo Bank, where he has worked for over 20 years. Outside of his advisory role, he serves as Treasurer for The Brooks Homeowners Association in Monroe, NC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mitchell Stewart is a Series 66-licensed financial advisor with one year of industry experience, currently serving at Merrill in Charlotte, NC. His prior roles include positions at Principal Securities, Inc., Principal Life Insurance Company, and LPL Financial. Outside of his advisory work, he has experience in event planning and has been involved with the Carolina Yacht Club. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Taylor Smith is a financial advisor at Merrill in Charlotte, NC, with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Bank of America, N.A. since 2022. His prior experience includes roles at Credit Union Investment Services and SECU Life Insurance Company. 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 that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Blevins is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2004 to 2021 before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Ronald Fleischman is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 designations and having 32 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he is the owner of Carolina Firearm Consulting, LLC, which provides firearms training. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research.

Cody Dawkins is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 and Series 63 certifications. His work history includes roles at Robinhood Markets, The Vanguard Group, and MassMutual Life Insurance Company. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Harry Bovee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to providing personalized, one-on-one consultations to create financial plans tailored to each client's unique situation, aiming to help clients feel financially sound both now and in the future. Prior to his current role, Harry held several positions at Fidelity Investments, including Investment Consultant and Financial Representative in 2024, as well as Financial Service Representative from 2023 to 2024. Before joining Fidelity, he worked in Client Relationships, Business and Product Development at TIAA in 2022.

Richard Dunstan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior work includes over a decade at LPL Financial Corporation and various roles within Cetera-affiliated firms since 2020. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers across multiple program structures.

Beverly Montgomery is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels through a large network of over 4,000 advisors.

Tiffany Gill is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022, with prior experience at Wells Fargo Bank and Fairway Mortgage. 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.

Alexander Nolan is a CFP® professional with seven years of experience, currently serving at Mass Mutual Investors Services since 2018. His prior experience includes roles at Omnistar Financial Group and MassMutual Life Insurance Co. Outside of his advisory work, he is a partner and CFO of Blue Ridge Acquisition Group, LLC, a real estate business. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and supports various specialized planning programs.

Jeremy Russell II is a Financial Advisor with Merrill Lynch Wealth Management based in Charlotte. He works with individuals, families, business owners, and athletes to bring organization and direction to their financial lives. Jeremy's approach focuses on understanding what matters most to each client and developing clear, coordinated strategies tailored to their unique goals and circumstances. His expertise includes tailored financial planning, tax-efficient investment strategies, estate and legacy planning, small business retirement plans, and alternative investment analysis. Before joining Merrill Lynch, Jeremy competed in soccer at the highest levels, representing U.S. Youth National Teams, the Seattle Sounders Academy, Clemson University, and playing professionally. He holds a bachelor's degree from Clemson University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jeremy is actively involved in the community, serving as a head coach at the Charlotte Soccer Academy and participating in organizations such as YoungLife. Beyond his professional pursuits, Jeremy enjoys cooking, music, pickleball, reading, and soccer. He aims to help clients feel more organized, confident, and prepared for whatever comes next by turning financial complexity into clarity and actionable strategies.

David Huseby II is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Householder Group from 2019 to 2023 and was employed by Firestone Complete Auto Care from 2016 to 2019. 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, supported by LPL Research and third-party subadvisors.

Matt Domaszewicz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional plans.

Jerome Bennett is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Waddell & Reed, Inc. Jerome is based in Charlotte, NC. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

William Oliver is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in automotive research and race car purchasing through ownership interests in related LLCs. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.