Cody Bussell is a financial advisor with Fisher Investments, holding a Series 65 designation and four years of industry experience. He previously worked at Thompson Private Wealth and Allied Millennial Partners. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates using a centralized investment approach that combines quantitative and qualitative research. The firm also offers sub-advisory and retirement plan services alongside managing separate accounts and pooled investment vehicles.

Yvonne Edwards is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds a Series 66 credential. She has been with Wells Fargo Clearing since 2016 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialty areas such as business-owner transition and special-needs analysis, and advisors use Wells Fargo research and tools to develop tailored recommendations.

Matthew Johnson is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. 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 managed by internal teams and third-party managers, serving individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Bryan Edwards is a financial advisor at Raymond James Financial with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Pinnacle Financial Partners and First Citizens Bank. He is also employed as a Licensed Bank Advisor at Pinnacle Asset Management, where he refers potential investment clients to Raymond James advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports both advisory programs and institutional consulting.

Jack Brawley Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the Personal Investment Advisor (PIA) designation and brings extensive experience to his role. Jack's expertise spans portfolio management, foundations, endowments, and individual security selection. He serves a diverse client base including business owners, corporate executives, and retail households. He emphasizes a comprehensive approach by incorporating both sides of a client's balance sheet and offers access to Wealth Management Lending Officers from Bank of America, N.A. to integrate lending solutions within overall financial strategies. His advisory includes services in college education planning, legacy planning, retirement income, tax minimization, socially responsible investing, among others. He earned his high school diploma from Carmel Academy and holds a bachelor's degree in economics from Pfeiffer University. Outside of his professional pursuits, Jack enjoys basketball, football, golfing, music, and spending time with his family.

Sean Nickerson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Institutional Shareholder Services. Outside of his advisory work, he is a co-owner of a real estate LLC established to purchase a home. 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 integrates research from its investment institute and third-party sources to support diversified portfolio construction and offers a range of brokerage and advisory solutions.

Jack Hussey is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Northwestern Mutual, as well as various engagements at the University of Cincinnati. He has also been involved with Alpha and Omega Cleaning Services. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors and significant assets under management.

Paul Jennissen is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Massachusetts Mutual Life Insurance Co and LPL Financial. He is based in Charlotte, NC. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

David Miller is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of his advisory role, he has a power of attorney position with an unrelated entity in South Carolina. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing internal and third-party managers for portfolio implementation.

Sean Scanlon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Wells Fargo, he worked at Equitable Distributors, LLC and held various roles at Penn State and the State College Area School District. 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 provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Walsh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is an owner and partner of Niron Magnetics, a company specializing in magnetic products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where applicable.

Victoria Gilliard is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has previously worked at Merrill and Bank of America. Outside of her advisory role, she works as an independent contractor providing dog walking and sitting services through the Rover platform. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Joshua Frieze is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill, Empower Financial Services, and Empower Advisory Group before his current role. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

Robert Brickey is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities LLC, LPL Financial LLC, and Lincoln Financial Securities Corporation. Outside of finance, he serves as a director and coach for Core 4 Hoops, a sports and fitness organization in Charlotte, NC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Andrew Ellison is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing wealth management and investment advice since 2007. He works with families across the country, focusing on areas such as executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Andrew holds the Certified Private Wealth Advisor® (CPWA®) and Chartered Alternative Investments Analyst (CAIA®) designations. He earned his bachelor's degree in business management from Washington & Lee University and previously attended Woodberry Forest School. Andrew spent over 10 years working in New York in the Alternative Investments Group before relocating to Charlotte, North Carolina in 2017. Outside of his professional work, Andrew enjoys playing tennis, an activity he participated in during college as a member of his men's tennis team. He also likes cooking, fishing, golfing, discovering new music and restaurants, and spending time with his family, including his son.

Kenneth Offenberg is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Raymond James since 2017, following two years at Wells Fargo Clearing. Offenberg also serves as a trustee of multiple family trusts and pension plans. 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 and consulting with a range of investment strategies and municipal advisory services.

Emily Mann is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Her prior roles include positions at Norton Training and American City Business Journal. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Robinson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 licenses and possessing 34 years of industry experience. His prior roles include positions at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves as a power of attorney for his mother, dedicating several hours monthly to this responsibility. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Brett Erwin is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations. He has been with Wells Fargo in various capacities since 2019 and previously worked at PNC Wealth Management from 2013 to 2019. Wells Fargo Advisors is a national securities firm offering 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Kenneth Gray is a financial advisor with Merrill in Charlotte, NC, holding the Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has worked at Merrill since 2009 and has been with Bank of America since 1992. Outside of his advisory role, he serves as a fiduciary for two family-owned home renovation businesses operated by his wife. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.