Nicholas Drake is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 credentials and five years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he held positions at various companies including Us Tech Solutions and Anderson Merchandisers. Outside of his advisory role, he works as a delivery driver for Uber Eats and a shopper for Instacart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement consulting. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by extensive research and analytics.

Daniel Sexton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals. His approach involves creating flexible wealth management strategies that adapt to changing market conditions, providing access to Merrill's investment insights and Bank of America's banking and lending solutions. Daniel's areas of expertise include family wealth management strategies, employee financial health, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management services, women and wealth, and retirement income. He holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of North Carolina Charlotte. Committed to the Merrill tradition of community involvement, Daniel volunteers with organizations in his community. Outside of his professional work, he enjoys football, spending time with his family, and watching movies.

Rosalind Taylor is a financial advisor with Merrill in Charlotte, NC, holding the CFP® designation along with Series 66 and Series 63 licenses. She has 14 years of industry experience, including roles at Merrill, First Citizens Investor Services, First Citizens Bank, Foundation For the Carolinas, and Bank of America. Outside of her advisory work, she serves as an officer and director of the Robert B. Taylor III Foundation, a private nonprofit distributing funds to charities, and participates as a committee member for the Dilworth Center capital campaign. 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, pension plans, corporations, and charitable organizations.

Latasha Anderson is a financial advisor with LPL Enterprise in Huntersville, NC, holding a Series 66 designation and four years of industry experience. She has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and also serves as a speaker providing financial literacy and personal finance tools. Additionally, she is involved in affiliate marketing and bookkeeping for WORD Fellowship Church. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through 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 supported by an integrated platform that combines adviser programs with active sales of other financial products.

Nathan Bragg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at Ameriprise Financial and has been involved with Bluestone Financial Advisors in a supporting role focused on client service and business efficiencies. Outside of his advisory work, he serves as an assistant treasurer for the Rotary Club of Gastonia and officiates youth soccer leagues in South Carolina and North Carolina. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports advisory programs and institutional consulting through a large advisor network.

Elizabeth Goins is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TIAA and TIAA-CREF for over a decade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Lynn Bowser is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. She has 10 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of her advisory work, she is a founding partner of Elevate Strategy & Consulting, a coaching and mentoring business for professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of investment and educational programs.

Douglas Smith is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at North Carolina Bank and Trust, SC Bank and Trust, and LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Lance Johnson is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2017, as well as at TIAA and Tiaa from 2015 to 2017. He is based in Charlotte, NC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Adrian Caspar is a financial advisor with Equitable Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Equitable Advisors since 2016 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he is active in Business Network International as a member and visitor host, assisting with professional relationship building and meeting facilitation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that includes LPL-sponsored programs and endorsed turnkey asset management platforms.

Joel Bunkley IV is a Wealth Management Advisor at Merrill Lynch Wealth Management in Charlotte, North Carolina. He joined Merrill Lynch in 2010 and focuses on simplifying wealth strategies and long-term planning for high-net-worth individuals, their families, and their businesses. His services include discretionary portfolio management, trust and estate services, sophisticated wealth and retirement planning, life insurance, long-term care insurance, as well as access to mortgage and lending services from Bank of America. Joel earned his Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina. He holds the Certified Private Wealth Advisor® designation sponsored by the Investments & Wealth Institute® at the Chicago Booth School and maintains Series 7 and 66 FINRA registrations. His expertise includes executive compensation, portfolio management, equity compensation services, tax minimization, and serving clients in sports and entertainment sectors. In his personal time, Joel enjoys golfing, live music, and exploring the North Carolina coastline and mountains with his family. His approach emphasizes understanding clients' values and goals through one-on-one conversations, helping them pursue life objectives while planning their legacy.

Daulton Kline is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and Bbtis. Outside of his advisory role, he is a partial owner of a vending machine business in Charlotte, 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 and offers both brokerage and advisory solutions.

Frank Dibartolo is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Wells Fargo Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy development, performance reporting, participant education, and discretionary investment management options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Manlove is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Webber serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Tamara Sheline is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 1981. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Aric Dambreville is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he provides financial guidance and wealth management services to clients. He holds a Bachelor's Degree from Fayetteville State University. Further details about his experience, expertise areas, and personal interests were not provided.

Ryan Love is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. The firm, 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 a range of model-based and discretionary investment strategies for individual and institutional clients.

Veronica Ibrahim is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2026. Her prior work experience includes roles at Wells Fargo Bank and in various service and retail positions. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Leonardo is a financial advisor with Wells Fargo Advisors in Midland, NC, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Advisors is a large institutional firm with over 2,200 advisors, serving a broad client base with a wide range of investment services.