Christopher Robinson is a financial advisor at Wells Fargo Clearing with eight years of industry experience and a Series 66 designation. His prior work includes positions at Primerica Advisors, The Vanguard Group, and Allegheny Technologies Inc. In addition to his advisory roles, he is involved with Metro Public Adjustment. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Lee Fulbright is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as education funding, retirement planning, and long-term family financial objectives. His approach emphasizes clarity and transparency to help clients navigate the complexities of investing. Mr. Fulbright holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of North Carolina at Charlotte.

Paul Sercer is a CFP® with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Charlotte, NC. 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 advisory process includes investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Melanie Hughes is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation with 17 years of industry experience. She has been with Wells Fargo Advisors and Wells Fargo Clearing since 2009. 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 options. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Harrison Brooks is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at LPL Enterprise and has held roles outside finance, including positions at Augusta National Golf Club and YMCA Camp Cheerio. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute and third parties to support its investment strategies.

Trevor Hoke is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, where he worked for 5 and 13 years, respectively. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Misan Wiles is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 credential and has worked at Merrill since 2021. Prior to that, he was employed at Wells Fargo Clearing and Target. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Corey Barnes is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence from Schwab’s research teams, supported by its integrated custody and brokerage platform.

Matthew Mowrer is a financial advisor with LPL Financial in Charlotte, NC, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. He previously worked at Fisher Investments for five years and at LPL Financial LLC for two years before his current role. 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 advisers. The firm offers various advisory programs, financial planning, and consulting services, employing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Steven Schultz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses. He has six years of industry experience, including roles at Wells Fargo Clearing Services LLC and RHI General Group, as well as four years at Furman University ITSC. 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 backed by research from Wells Fargo Investment Institute and third-party sources.

Jackson Bobinski is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Hardhat Workforce Solutions, BluSky Restoration, Lowe's Home Improvement, and Federal Express Corporation. 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.

Cameron Sinclair is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and having three years of industry experience. Prior to joining Wells Fargo Clearing, Sinclair worked at Wells Fargo Bank and gained additional work experience at Food Lion. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and access to products through bank and insurance affiliates.

Robert Mc Kernan is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as involvement with Noble Food and Pursuits. 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 in its approach. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Isaiah Gash is an Investment Consultant who collaborates with individuals and families to develop customized financial strategies tailored to their goals, priorities, and long-term vision. He employs a collaborative planning approach based on clarity and trust to guide clients confidently as their needs and circumstances change.

Rylee Billings is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, Rylee worked at Edward Jones and has professional experience in retail and technology sectors. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Alexander Zikos is a financial advisor with Ameriprise in Charlotte, NC, holding a Series 66 designation. He has been with Ameriprise since 2023. Prior to this role, he worked at Roberts & Ryan and has experience in the food service industry. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Scott Blanchard is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Matthew Bush is a financial advisor with Robert Baird & Co. in Fort Mill, SC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons LLC since 2008. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a mix of in-house and third-party managers and a range of investment approaches.

Karen Hartz is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. She has worked at Merrill since 2021, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she owns a small retail business, Heart Light Candles, which sells candles. 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, and institutional investors.

Kurt Hoffer is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Cetera and its affiliated entities since 2019, previously working at Summit Financial Group Inc. Outside of his advisory role, he owns a fitness training business and a health and nutrition venture, and he distributes portable charging stations for consumer use. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.