Charles Bassing IV is a CFP® and ChFC® affiliated with OSAIC in Charlotte, NC, with 10 years of industry experience. He has worked at Royal Alliance Associates since 2019 and was previously with Northwestern Mutual in various roles from 2015 to 2019. Outside of his advisory work, he is a partner in Parview Financial, LLC, where he conducts insurance sales and financial planning activities. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering brokerage and advisory services through a large network of financial advisers. The firm employs asset-allocation tools and risk assessments to construct portfolios featuring a wide range of securities and supports both discretionary and non-discretionary account management.

Brenda Millard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. She specializes in areas including corporate executive services, employee benefits planning, personal retirement planning, legacy planning, socially responsible investing, LGBT wealth planning, special needs planning strategies, and advising women and wealth. She holds a Bachelor's Degree from the State University of New York at Oswego and is a Personal Investment Advisor (PIA) professional designation holder. Brenda is committed to using a goals-based wealth management approach to help clients develop disciplined financial strategies to meet their objectives. Outside her professional role, Brenda is actively involved in community service, supporting organizations such as Mind Body Baby and Union Academy. She also enjoys cooking, spending time with her family, traveling, and watching movies.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Jonathan Currence is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been since 2001. He works closely with families to provide broad-based wealth management planning, focusing on areas such as corporate stock awards, retirement planning, Railroad Retirement Benefits, and Social Security. Jonathan is committed to offering a comprehensive approach that is tailored to each client's financial situation and goals. Prior to his current role, Jonathan advanced within the corporate ranks to become Director of Financial Wellness for Bank of America. He co-founded the Cline Currence Group to serve families and businesses with a client-focused, values-driven approach. His professional designations include Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from Pennsylvania State University and studied at the Davis School of Gerontology at the University of Southern California. Jonathan resides in Charlotte, North Carolina, and is involved with community organizations such as Novant Health - Hemby Children's Hospital, Samaritan's Purse, and Ronald McDonald House of Charlotte. Outside of work, he enjoys adventure sports, biking, hiking, running, spending time with his family, table tennis, and yoga.

Nathan Cherniss is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Spencer Haiges is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience with prior roles at LPL Enterprise and The Hershey Company. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mcclain Schweppe is a CFP® professional with five years of industry experience, currently affiliated with Wells Fargo Clearing in Charlotte, NC. Prior to joining Wells Fargo in 2021, Schweppe worked at Michelin for six years. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Matthew Durnan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2022, with prior experience at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Matthew Benson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America since 2014. 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 strategies managed by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Andrew Spafford is a financial advisor with Mass Mutual Investors Services in Charlotte, NC. He holds the ChFC® designation and Series 66 license, and has nine years of industry experience. Spafford has worked with Mass Mutual Investors Services since 2016 and has also been associated with Massachusetts Mutual Life Insurance Company since 2010. He is involved as an agent with A Special Needs Plan, a life insurance-related service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs.

Anthony Robinson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Prudential Financial, MassMutual, and Alight Financial Services. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Arianna Pannarale is a CFP®-certified financial advisor with LPL Financial, bringing three years of industry experience. Her prior roles include positions with Vanguard Advisers, Inc., The Vanguard Group, and Vinci Enterprises Inc LLC. Outside of her advisory work, she provides pet sitting and walking services under contract with Rover. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, providing both discretionary and non-discretionary management options.

Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Burton Medlin is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial Corporation and Synergy RIA Compliance Solutions. 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 advisory services. The firm’s process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Henry Hunter is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63 and Series 66 designations. His career includes roles at Citigroup, UBS Financial Services, and Wells Fargo Clearing Services. Raymond James & Associates, Inc. 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, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services.

James Hack is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Raymond James in 2021. Outside of his advisory role, he is a partner in HAQ Partners LLC, a business he runs with his son that plans to sell novelty Pickleball products. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and investment consulting services through a variety of portfolio management styles and research resources.

Teresa Fritz is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo in various capacities since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Rodriguez Webb is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2014. Webb serves as a board member and committee member for the WakeMed Foundation in Raleigh, contributing to strategic governance and fundraising efforts. 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, and institutional investors.

Tyler Park is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 66 and Series 63 licenses and has three years of industry experience, including roles at Vanguard Marketing Corporation and The Vanguard Group. Prior to his financial services career, he worked at Lowe's and has experience in education at East Gaston High School. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, providing a range of customization options and tax-aware features.