Jeremy Zitting is a CFP® professional with 14 years of industry experience, currently serving at Charles Schwab in Charlotte, NC. He has been with Charles Schwab since 2011 and has also worked at Charles Schwab Bank SSB since 2013. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and related managed-account and financial planning services, offering both non-discretionary and discretionary investment management options.

Earl Windell III is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Robinhood Financial and The Vanguard Group, as well as experience in tax and small business services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of advanced methodologies including AI in portfolio management.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Securities and HSBC Securities (USA) Inc. prior to joining J.P. Morgan. 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 screening and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Mary Murphy is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63, 65, and 66 credentials and 25 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Legg Mason Wood Walker, Incorporated. Outside of her advisory work, she serves as treasurer for a support group focused on individuals affected by alcoholism and works as an independent consultant selling beauty and health products, in addition to acting as a Notary Public. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Ryan Snow is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 65 credential and 16 years of industry experience. He has been with LPL Financial since 2026 and is also the owner of Burdick Paving, a business he started in 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Katherine Leszcynski is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her prior positions include roles at Wells Fargo Clearing and Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Robert Brownlow is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved planning tools and methodologies.

James Alessandro is a financial advisor with Fidelity, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 34 years of industry experience, including a 30-year tenure at TIAA and five years with Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Louis Li is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joel Burris is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Capital Corporation, PaxMentis Advisors, and GCG Wealth Management, where he is currently President and Managing Director. Outside of his advisory work, Burris is involved in a family-owned agricultural and timber farm operation known as Burris Skyfall Ranch. Osaic Wealth serves a diverse client base that includes retail and institutional investors, offering a broad range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization. The firm is recognized for its scale, complex affiliate network, and multi-advisor platform serving individual investors, retirement plans, charities, and corporate clients.

Andrew Miller is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and six years of industry experience. He has been with UBS since 2019, with prior roles including positions at Grace Church and the University of St. Thomas. Outside of his advisory work, Miller is a partner in Southern Stays LLC, consulting on short-term rental property marketing and leasing. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing clients access to proprietary research and a broad range of capital markets products.

William Smith is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at First Citizens Investor Services and First Citizens Bank, as well as managerial experience outside finance at American Army Navy Store. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. 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 data.

Alec Acosta is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a prior role at Bbtis from 2013 to 2017. 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 approach 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.

Aaron Voss is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to entering the financial industry, he was employed by the California Department of Corrections and Rehabilitation for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sonje Moore is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Wells Fargo Bank and various educational institutions. Outside of finance, Moore owns an apparel business based in Westerville, Ohio. 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.

Tyler Zieker is a Series 65-licensed financial advisor with one year of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network and Pathfinder Wealth Consulting. His background also includes roles outside finance, such as work in the restaurant industry and banking. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Katelyn Parker is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2018 and previously worked at Harrisburg Family House, Sullivan's Steakhouse, and Walters & Mason Retail Inc. She also attended the University of North Carolina at Charlotte from 2016 to 2020. 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 Moore Jr. is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he serves as a youth basketball referee for recreational and church league games for ages 8 to 18. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Maria Kamboykos is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and HSBC. Outside of her advisory role, she provides pet sitting services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary buy/sell recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and a combination of advisory approaches with centralized custody and operational systems.

Brent Cline is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2004. In his role, Brent helps clients manage their wealth to meet their individual needs by offering a comprehensive approach that begins with listening to each client's goals and priorities. He specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brent holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the Texas AandM University System. He lives in Cornelius, NC with his wife Tammy, where they are active members of Grace Covenant Church. Outside of his professional work, Brent enjoys baseball, football, golfing, hiking, spending time with family, and traveling.