Tate Carrier is a financial advisor at Merrill holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and Drucker Wealth, as well as four years at the University of North Carolina at Chapel Hill. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals and institutions.

Mark Badalamenti is a Financial Advisor with The CBC Group and has been active in the financial services industry since 2012. He currently serves clients in the areas of education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and tax minimization. Mark joined Merrill Lynch Wealth Management in the Ballantyne office after relocating to Charlotte in 2014, following a tenure with Morgan Stanley in Chicago. Mark graduated from Miami University with bachelor's degrees in Political Science and Business Management. He holds the designation of Personal Investment Advisor (PIA). Raised in Scotch Plains, New Jersey, he graduated from the Wardlaw–Hartridge School in 2008. Outside of his professional work, Mark enjoys adventuring with his family, playing golf, and spending time at the lake. He lives in Matthews with his wife Michele and their two children.

Jeffrey Stevenson is a Senior Financial Advisor at Merrill Lynch Wealth Management. As a Certified Financial Planner (CFP®) professional, he specializes in delivering tailored financial plans that address goal-based investing while aligning investment, retirement, and legacy planning needs. He works with clients to provide comprehensive wealth strategies that incorporate a holistic approach. Jeffrey focuses on support for business owners with complex planning needs, individuals aiming to simplify their finances for retirement, and those seeking trust and estate planning strategies for legacy control. His expertise includes college education planning, philanthropic planning, small business strategies, tax minimization, retirement income, and managing new wealth. He earned a Bachelor of Arts degree from Campbell University in 2014, majoring in Trust and Wealth Management with a minor in Financial Planning. Originally from Dayton, Ohio, Jeffrey moved to Charlotte, North Carolina in 2003. Outside of his professional work, he enjoys spending time with family and friends, watching and playing sports, boating on Lake Wylie/Norman, traveling, and engaging in various adventure sports. He is also committed to community involvement through volunteer work.

Barbara Huffman is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at A. G. Edwards & Sons, Inc. from 2004 to 2008. 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.

Joseph Pecarro is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Nationwide Financial Network and Suntrust Advisory Services prior to joining Merrill in 2022. Based in Charlotte, NC, Pecarro has a background in both advisory and securities services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary investment strategies constructed by internal and third-party managers.

Vishesh Verma is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. His background includes roles at JPMorgan Chase Bank, NJOY, Truist Securities, and SunTrust Banks, as well as academic positions at Duke University and the Fuqua School of Business. 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 within a non-discretionary program.

Stephen Grice is a CFP® with 39 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. He previously worked at Signator Investors, Inc. and has operated in the insurance business through Furman Insurance Agency since 1988. Grice holds officer roles in organizations including Grice Financial Group and the nonprofit Professional Life Advisors Network, where he serves on the Board of Directors. Osaic Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients, offering comprehensive financial planning, advisory, and brokerage services through a multi-advisor platform. The firm employs a model-based investment process supported by various portfolio management tools and maintains a large, complex network of affiliated entities.

Joshua Standifer is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various roles since 2015. Outside of his advisory work, he owns and operates a specialty clothing apparel business called Sole Running LLC. 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 sources.

Jason Hnat is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at MassMutual, Park Avenue Securities, and LPL Financial. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Jeremiah Hall Oxendine is a financial advisor at Ameriprise in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Edward Jones and Carter County Dodge, as well as a brief tenure with the NFL Giants. Outside of finance, he works as a basketball referee. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to develop customized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Kevin Siros is a financial advisor at Merrill with 24 years of industry experience. He has held roles at Merrill Lynch, Pierce, Fenner & Smith since 2014 and previously worked at Wells Fargo Clearing from 2004 to 2014. He holds Series 63 and Series 65 designations. 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.

April Mccarthy is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she works as a consultant and independent contractor for Aloette, a company that sells skin care and makeup products through social media and in-person events. 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, and institutional investors.

Kyle Bryant is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with nine years of industry experience. He has been with Bank of America and Merrill since 2013 and 2016 respectively. 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 a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Alejandro Mozqueda Alvarez is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at NinjaTrader, Lee Construction Company of the Carolinas, and several educational institutions in 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Collins is a financial advisor with Fidelity Investments based in Bessemer City, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC and Digital Intelligence Systems. Outside of finance, he has worked in the hospitality sector, including time with Banner Elk Winery. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Benjamin Kurtz is an Investment Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial strategies aimed at helping them efficiently achieve their financial goals. He emphasizes transparent communication and detail-oriented planning to ensure clients are well-informed and confident in their financial decisions. He has held several roles within Fidelity Investments since 2020, including Relationship Manager, Retirement Brokerage Services Associate, and Financial Services Associate. This progression reflects his growing experience and expertise in investment consulting and client relationship management. Outside of his professional work, Benjamin has personal interests that include comedy, fitness, hiking, music, and spending time with pets.

Neal Miller is a Series 66-licensed financial advisor with Edward Jones, based in Pineville, NC, with four years of industry experience. Prior to joining Edward Jones in 2022, he spent six years at Winthrop University, where he also serves as an event coordinator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supporting over 23,000 advisors nationwide and managing approximately $1.01 trillion in assets.

Natalie Koletic is a financial advisor at Merrill in Charlotte, NC, with 16 years at the firm and 8 years of industry experience. She holds a Series 66 designation. Outside of Merrill, she is an owner of Tiger Capital LLC, an entity that holds private non-controlling passive interests in commercial real estate LLCs and LPs. 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 individuals, high-net-worth clients, and institutional investors.

Stephen Dotson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as president of Ballantyne Business Connections, a local networking group, and is a committee member for the Town of Indian Trail Parks, Art, Recreation and Culture, where he participates in promoting community activities. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Brennen Davis is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Vanguard Advisers, he worked at Vanguard Marketing Corporation and The Vanguard Group, INC., and has experience in education at several school districts. He also serves as a limited agent performing fiduciary duties for an immediate family member. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily through Vanguard funds and ETFs, serving a large client base via its digital platform and advisory team.