Jacob Strickland is a financial advisor at Equitable Advisors in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Security First Insurance and DeBary Country Club, as well as varied positions before entering the advisory field. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Brian O’Regan is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 15 years of experience in financial advisory services. He began his career in financial services in June 1998 and has spent his entire career with Bank of America and its related companies. Brian focuses on the planning aspects of client relationships and works primarily with ultra affluent families and institutions. His expertise includes investment management, retirement planning and distribution, estate planning, debt and cash flow management, banking services, and college education planning. Brian holds a Bachelor’s degree in Finance with a minor in Economics from the University of North Carolina at Charlotte. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials support his approach to integrating comprehensive financial planning strategies across all aspects of a client’s financial picture. Outside of his professional work, Brian is involved in his local community in Gaston County, North Carolina. He is a member of a local Rotary Club, has served on the Board of the Highland School of Technology, and was a board member for The Ada Jenkins Center in Davidson. Brian lives in Charlotte with his wife, Alyson, and their two sons, Liam and Gavin. His personal interests include biking, fishing, golfing, reading, and running.

Dana Galenski is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, UBS, and Truist before joining Vanguard in 2019. Galenski serves as treasurer on the board of the Tarheel Trailblazers. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering personalized, goal-based portfolios constructed mainly from Vanguard funds and ETFs. The firm’s distinctive approach combines scale with digital delivery, managing a large client base through a team servicing model.

James Baldree is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles at Fidelity Investments, including Investment Consultant from 2021 to 2022. Prior to his tenure at Fidelity, James worked at UBS Financial Services Inc as a Sales Manager from 2020 to 2021 and as a Financial Advisor from 2017 to 2020. He began his professional experience as a Life Insurance Agent at Assured Life Solutions from 2015 to 2017. James focuses on helping his clients plan financially and manage their wealth to support their long-term financial well-being. He believes in providing guidance to individuals at critical points in their financial journeys, assisting them to focus on what matters most in their lives.

Ryan Ash is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robert Half Inc and involvement with Local Lunchbox. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Griffin Jones is a financial advisor with Vanguard Advisers who holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he has held various positions including work with Paychex and self-employment ventures. Outside of his advisory role, he is involved with TG E-Commerce, LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, offering a high client-to-advisor ratio through its digital platform and extensive advisor team.

Paul Gaskin is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services and Wells Fargo Advisors Financial Network before joining Raymond James in 2017. He also manages Gaskin Asset Management, an independent financial services company associated with his firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes tailored, non-discretionary planning and consulting supported by analytical tools, serving a broad client base that includes high-net-worth individuals and organizations.

Lauren Fink is a financial advisor at UBS Financial Services with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at Digijaks Group and Clemson University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored through proprietary research and model-based asset allocations.

Tawa Saune is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining in 2019, he has focused on delivering Goals-Based Wealth Management strategies that begin with understanding each client's family, financial situation, and priorities. Tawa’s expertise includes college education planning, executive compensation, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, philanthropic planning, and tax minimization. He holds a Bachelor’s degree from Columbia International University and an MBA from Duke University’s Fuqua School of Business, where he concentrated in Investment Finance and Corporate Finance. Tawa is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. He serves on the board of the non-profit Friends of Runa Simi and supports charities focused on art, education, and community development. Outside of work, he has personal interests in boxing, golfing, soccer, and writing.

Timothy Cody is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 20 years of industry experience. He has worked at several firms, including Scottrade, TD Ameritrade, Merrill, and Ally Invest Securities, and has been with Vanguard since 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Yolanda Wilson is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Sharonview Federal Credit Union and LPL Financial. Outside of her advisory work, she owns Uniquely Gift'd, a retail gifting business. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Daniel Wimer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he and his team provide a wealth management plan centered around the client and their family, employing a concierge service model supported by the resources of Merrill and Bank of America. Daniel specializes in serving high-income clients with increasing financial complexity, focusing on tax-smart investing and wealth management planning. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Temple University's Fox School of Business and completed the CFP® Educational Program at Wake Forest University School of Professional Studies. His expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, women and wealth, tax minimization, and retirement income. Daniel lives in Fort Mill with his wife and their three children. His personal interests include cooking, spending time with family and friends, exploring Charlotte's food and drink scene, playing and practicing golf, traveling to the west coast, and following sports such as the PGA Tour and his hometown Steelers.

Adam Taff is a financial advisor at MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation with 14 years of industry experience. He has been with MassMutual and its affiliated entities since 2011. Outside of his advisory role, he is involved in consulting on executive benefits recordkeeping and compliance through RFG Consulting, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that incorporate firm-approved analytical tools.

Brandon Wynn Milton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and accumulating two years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2014 and co-owns Squared Focus Group, LLC, a printing services and web design 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Alison Rowe Iglehart is a financial advisor with Robert W. Baird & Co. Inc. in Davidson, NC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Weston Morgan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2020. Prior to that, he was employed at First Citizens Investor Services and First Citizens Bank and attended Wake Forest University from 2015 to 2019. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily invests in Vanguard funds and ETFs, offering a range of customization options and managing hundreds of thousands of client relationships through a digital and team servicing model.

Charlee Shadoan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Shadoan has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, 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, utilizing research from Wells Fargo Investment Institute and other sources to guide its diversified investment approach.

Toni Clarke is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Michelle Heide & Associates and Ameriprise Financial Services, Inc. from 2013 to 2019. Outside of her advisory role, Clarke is a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Timothy Heilferty is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Integrity Viking Funds. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice.

Emily Dannenhoffer is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Bridgewater Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets activities.