Jared Smith is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Wells Fargo Clearing, and UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Gary Scott Jr. is a financial advisor with Robert Baird & Co. in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Robert Baird & Co. since 2013. Outside of his advisory role, he is involved as an LLC member in Scott Real Estate Group. Gary Scott Jr. is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio services, including discretionary and non-discretionary management, using a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Julija Prousalis is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. She has worked at Bank of America, N.A. since 2005. Outside of her advisory role, she volunteered as a yoga instructor at Ashtanga Yoga of Charlottesville from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

William Edmiston is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and one year of industry experience. He has previously worked at Bank of America, DYSIS, Wells Fargo Clearing Services, Dexian, and Fenix International. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Biggers is a financial advisor with Morgan Stanley in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Outside of his advisory role, he serves as an executor or co-executor of an estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by tools such as Monte Carlo simulations and secular return estimates.

Jesus Molina is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Molina also has prior experience at Truist Investment Services and Wells Fargo Clearing. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

George Goodman is a CFP® with 18 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Securities Corporation and Edward Jones. Goodman is also the founder of a networking group and serves as the president of a local BNI chapter. He owns several real estate-related entities and operates an accounting and bookkeeping service. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management across multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

D'arcy Henson is a financial advisor with Merrill Lynch Wealth Management, operating under the FSA designation. He works closely with clients to develop comprehensive financial plans tailored to support their unique ambitions. His approach encompasses a range of personal goals, including funding education, planning for retirement and potential healthcare costs, and establishing long-term family objectives. With a Bachelor's Degree from the University of Arkansas System, D'arcy integrates clients' personal perspectives and priorities into transparent wealth planning processes. He is committed to simplifying the complexities of investing and connecting all aspects of clients’ financial lives to help them focus on and pursue their most important goals.

Alexandra Martini is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016. Her prior experience includes roles at Wells Fargo Bank, Merrill, and Banc of America Investment 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Alisa Isenhower is a financial advisor with Wells Fargo Clearing based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 both brokerage and advisory solutions.

Madhavan Padmanabhan is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior roles include positions at Ethos Investment Management and B. Thiagarajan & Co, as well as work at Brigham Young University. 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.

Anthony Lando is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has been affiliated with Bank of America and Merrill since 2013. Lando serves as an advisory board member for the Jones-Harrison Foundation and is a board member of Teach For America - North Carolina. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Catherine Wilson is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and one year of industry experience. She previously worked at Golub Capital and JPMorgan Chase Bank, N.A. Outside of her financial career, she has experience working in summer camps and the restaurant industry. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and may include ESG considerations.

Stuart Wainscott is a CFP® professional with over 31 years of industry experience, currently serving at Raymond James Financial. His career includes over 20 years with Raymond James & Associates and 14 years at US Airways. He owns AWA Group LLC, a business entity used for liability purposes. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers unique municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Christopher Warren is a CFA® charterholder and holds a Series 66 license. He has nine years of industry experience, including his current role at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Compass Group USA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Tyler Mote is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and MassMutual Life Insurance Company. Outside of his financial advisory role, he is a distributor for Amway, involved in retail sales of nutrition, beauty, personal care, and home products. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written financial recommendations within structured annual planning engagements.

Patrick Brown is a Series 66-licensed advisor with Merrill, based in Pennington, NJ. He joined Merrill in 2025 and has prior experience at firms including Jensen Hughes, Glazing Concepts, and Mountain Lake Pool and Patio. Brown also attended Elon University from 2021 to 2025. Merrill 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 investors. The firm is integrated within Bank of America's broader platform, providing access to a wide array of financial products and services.

Harry Smith III is a financial advisor at Robert W. Baird & Co. in Charlotte, NC, holding Series 63, 65, and 66 designations with 34 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is an investor in NLA Diagnostics, LLC. Harry is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing manager-traded and model-traded SMA strategies alongside tax management and direct indexing.

Catherine Kight is a Financial Consultant at Fidelity Investments, a role she has held since 2025. Prior to this, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and began her career as an Investment Banking Analyst at Canaccord Genuity from 2022 to 2024. In her current position, Catherine focuses on developing personalized wealth strategies that align with her clients' families, goals, values, and concerns. Her approach emphasizes navigating both the financial and emotional aspects of wealth management, aiming to provide clarity, confidence, and trusted guidance throughout her clients' financial journeys. Outside of her professional responsibilities, Catherine enjoys activities such as beach outings, fitness, hiking, Pilates, swimming, and volunteering.

Gregory Wolder is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2014. Prior to that, he was involved with Garden State Fireworks and GW Floor Services LLC from 2010 to 2018. 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 combination of non-discretionary and discretionary investment management delivered through multi-asset model portfolios and utilizes a centralized operational structure.