Gabriela Sanchez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has worked at Wells Fargo Advisors since 2015. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Thomas Bounds is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2020 and previously served in roles at Southeast Baptist Church and Pfafftown Baptist Church. Bounds is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on clients ranging from non-high-net-worth to high-net-worth individuals.

Sandlin Douglas is a financial advisor at Merrill with 23 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Bank of America, Wells Fargo Clearing, and Wachovia Bank. He is active in several nonprofit organizations in the Winston-Salem area, serving as board chair of Senior Services of Forsyth County and holding leadership roles with The Summit School and other community institutions. 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.

Kevin Sims is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Stephan Buker is a Financial Consultant who collaborates with families to understand their goals and needs. He works closely with clients to develop personalized financial plans tailored to their unique situations. He has held several positions at Fidelity Investments, including Investment Consultant (2022-2023), Fixed Income (2021-2022), High Net Worth Associate (2020-2021), and Customer Relationship Advocate (2020). These roles have contributed to his experience in investment consulting and client relationship management.

Vineeta Agrawal is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Her prior work includes roles at The Vanguard Group, Inc., Vanguard Marketing Corporation, and earlier experience at Tata Consultancy Services and Valenta BPO. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs.

Adam Davey is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on legacy planning, personal retirement planning, and tax minimization. Adam works with clients to develop strategies that address their short-, mid-, and long-term financial goals and provides ongoing advice tailored to changing needs. He facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Before transitioning to financial advising, Adam spent ten years in the golf industry as a member of the PGA. His passion for investing motivated a career change that continues to emphasize helping clients in meaningful ways. He describes his approach as transparent, honest, and focused on simplification and stress reduction in the financial planning process. Adam holds a Bachelor's Degree from Pfeiffer University, an Associate's Degree from Loughborough University, and a High School Diploma from Spalding Grammar School. He has earned the Personal Investment Advisor (PIA) designation. Outside of work, Adam enjoys golfing, soccer, and spending time with his family.

Kevin Rohner is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Wells Fargo in 2025, he worked at UBS Financial Services for six years and held positions at The Vanguard Group, Raycom Media, Glory Days Grill, and Turf Valley Resort. He also has experience with the University of South Carolina and the Howard County Youth Program. 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 combines internal research and third-party analytics to manage approximately $671 billion in assets through a large network of advisors, offering both brokerage and advisory solutions.

Ethan Willis is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior work at Edward Jones and Bank of America. Outside of his advisory role, Willis coaches golf at Palmetto Christian Academy. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations primarily built from Vanguard funds and ETFs, offering a range of customization and tax-aware features.

Kyndall Moore is a financial advisor at Fidelity with 18 years of industry experience. Moore holds Series 63 and Series 66 licenses and has previously worked at Captrust Financial Advisors, Capfinancial Securities LLC, F&M Bank, and LPL Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Anna Edwards is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2025, she worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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 and third-party databases.

Matthew Brown is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation. He has been with Edward Jones since 2026 and has 15 years of prior experience at Cafe Imports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Mark Szeghy is a financial advisor with Primerica Advisors in Cornelius, NC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He has been affiliated with PFS Investments, Inc. and Primerica Financial Services since 1999. Outside of advisory work, 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-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Spencer Moody is a financial advisor with Vanguard Advisers based in Charlotte, NC. He holds a Series 66 designation and has five years of industry experience. His career includes roles at Vanguard Marketing Corporation, The Vanguard Group, and Northwestern Mutual. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and mainly Vanguard funds and ETFs.

Kenneth Alexander is a financial advisor with Vanguard Advisers, holding a Series 66 designation and five years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021, following prior roles at Movement Mortgage and Northwestern Mutual. His background also includes experience outside finance, including involvement with the Down Syndrome Association of Greater Charlotte and Covenant College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to construct portfolios mainly from Vanguard funds and ETFs, supported by a large team and digital platform that manages a high volume of client relationships.

Anastasia Massiah is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Charlotte, NC. She has spent her career primarily at The Vanguard Group, INC., with a notable prior role at Gold Canyon Candles. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and a broad advisor team.

Christopher Harvey Rice is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Banc of America Investment Services. He is based in Charlotte, NC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Brent Collins is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 credential and eight years of industry experience. Prior to joining Merrill in 2018, he worked at Wells Fargo for eight years. Outside of his advisory role, Mr. Collins serves on several nonprofit boards, including the Leukemia & Lymphoma Society and Leadership Winston-Salem, and is involved with the Novant Health Forsyth Medical Center Foundation. 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, pension plans, corporations, and charitable organizations.

Parker Tootle is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, Merrill, Indian Creek Yacht & Country Club, and NewPower Worldwide. 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 a wide range of clients including individuals, high-net-worth clients, and charitable organizations.

William Carr is a financial advisor at Vanguard Advisers in Charlotte, NC, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and Rollins College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create diversified portfolios mainly composed of Vanguard funds and ETFs.