Jeremy Russell II is a Financial Advisor with Merrill Lynch Wealth Management based in Charlotte. He works with individuals, families, business owners, and athletes to organize and direct their financial lives by developing clear, coordinated strategies tailored to their goals. Jeremy focuses on areas such as tailored financial planning, tax-efficient investment strategies, alternative investment analysis, estate and legacy planning, and small business retirement plans and banking solutions. Before joining Merrill Lynch, Jeremy competed at high levels of soccer, including representing U.S. Youth National Teams, playing for the Seattle Sounders Academy, Clemson University, and professionally. He holds a Bachelor's degree from Clemson University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is involved in community and professional organizations, including serving as Head Coach for Charlotte Soccer Academy, participating in Clemson Men's Soccer from 2018 to 2021, and involvement with Midlakes United USL2 and YoungLife. Jeremy aims to help clients gain clarity and confidence through an organized strategy and a commitment to pursuing their goals. Outside of his professional work, his personal interests include cooking, music, pickleball, reading, and soccer.

David Huseby II is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Householder Group from 2019 to 2023 and was employed by Firestone Complete Auto Care from 2016 to 2019. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Matt Domaszewicz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional plans.

Jerome Bennett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Waddell & Reed, Inc. He is based in Charlotte, NC. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

Sydney Clawson is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to her advisory role, she was involved with Kids' Camp Ladue in multiple years. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs with various customization options.

William Oliver is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is involved in automotive research and race car purchasing through ownership interests in related LLCs. 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 solutions. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently affiliated with LPL Enterprise. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Lincoln Financial Securities Corporation. Gibbs also has involvement with non-variable insurance activities through Prudential. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and brokerage products through an integrated platform that combines adviser programs with insurance and lending services.

Patrick Barry is a CFP® with one year of experience at Wells Fargo Clearing. He has worked in the financial industry since 2015, including roles at Boston Private and Powell Financial Inc. He is based in Charlotte, NC. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Richard Wood is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wachovia Bank, N.A. since 2007. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2009. He co-leads a family-office-style approach serving a selective group of clients, including venture capitalists, private equity executives, medical specialists, entrepreneurs, and business owners in Charlotte and across the United States. Matt emphasizes tax minimization and estate planning strategies, collaborating closely with clients' CPAs and attorneys to ensure financial decisions align with family needs. Matt holds a Bachelor's degree in Finance from Virginia Polytechnic Institute & State University and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Over his 15-year career, he has guided clients through significant market events while focusing on managing investment risk and tax consequences. His approach involves crafting tailored strategies that reflect clients' distinctive needs and values, particularly in areas such as equity compensation, liquidity management, socially responsible investing, and managing new wealth. Originally from Pittsburgh, Matt has lived in Charlotte for over 15 years. He is active in the Virginia Tech Alumni Association's Charlotte Chapter and supports United Way. In his personal time, he enjoys spending time with his wife and two sons, participating in activities such as golf and skiing.

Charles Taylor is a Financial Advisor at Merrill Lynch Wealth Management in Uptown Charlotte. He works with professionals, business owners, retirees, and families to create personalized wealth strategies that focus on what matters most to his clients. His approach emphasizes trust, education, and building long-term relationships. Charles began his career with J.P. Morgan Chase after graduating from High Point University's Phillips School of Business. He joined Merrill Lynch in 2022 and specializes in wealth accumulation, retirement planning, investment management, and long-term financial goals. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), and Personal Investment Advisor (PIA), and holds FINRA Series 7, 63, and 66 registrations. Outside of his professional work, Charles enjoys running, playing golf, traveling, and supporting the Panthers and Hornets.

Alan Ponce Montes De Oca is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Coca Cola Consolidated, Allstate, and Amazon.com. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He previously worked at PNC Wealth Management and PNC Investments. LPL Enterprise, LLC 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, model portfolio programs, third-party asset management, and access to various brokerage and insurance products via an integrated platform.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Desmond Lawrence is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, with less than one year of industry experience. His prior work history includes roles at Merrill and Tesla, as well as a background as a professional athlete in the Canadian Football League, XFL, AAFL, and NFL. 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 supported by research from Wells Fargo Investment Institute.

John Pilkington is a financial advisor at Vanguard Advisers with 21 years of industry experience. He has held roles at Vanguard Group since 2004 and previously worked at Manning & Napier Advisors. Pilkington serves as treasurer and board member of Belmont Trolley, a nonprofit community organization in Belmont, NC. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary asset allocation models and portfolios constructed mainly from Vanguard funds and ETFs.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.

Anthony Vigliotti is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Morgan Stanley since 2016. Outside of his advisory role, he operates a manufacturing and retail business called Divine Concepts in Waxhaw, North Carolina. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.

William Wilmer Jr. is a financial advisor at OSAIC with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at OSAIC since 2018, following a two-year tenure at Signator Investors, Inc. In addition to his advisory role, he owns a fixed insurance sales business operated as a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, employing various asset-allocation tools and portfolio management strategies.