Joel Bunkley IV is a Wealth Management Advisor at Merrill Lynch Wealth Management in Charlotte, North Carolina. He joined Merrill Lynch in 2010 and focuses on simplifying wealth strategies and long-term planning for high-net-worth individuals, their families, and their businesses. His services include discretionary portfolio management, trust and estate services, sophisticated wealth and retirement planning, life insurance, long-term care insurance, as well as access to mortgage and lending services from Bank of America. Joel earned his Bachelor's Degree from the Darla Moore School of Business at the University of South Carolina. He holds the Certified Private Wealth Advisor® designation sponsored by the Investments & Wealth Institute® at the Chicago Booth School and maintains Series 7 and 66 FINRA registrations. His expertise includes executive compensation, portfolio management, equity compensation services, tax minimization, and serving clients in sports and entertainment sectors. In his personal time, Joel enjoys golfing, live music, and exploring the North Carolina coastline and mountains with his family. His approach emphasizes understanding clients' values and goals through one-on-one conversations, helping them pursue life objectives while planning their legacy.

Daulton Kline is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, and Bbtis. Outside of his advisory role, he is a partial owner of a vending machine business in Charlotte, NC. 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.

Frank Dibartolo is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and Wells Fargo Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services that include investment policy development, performance reporting, participant education, and discretionary investment management options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

David Manlove is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for two years before joining Wells Fargo in 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 offers brokerage and advisory solutions supported by Wells Fargo Investment Institute research and analytics.

Michael Webber is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo since 2016 and previously at Wachovia Securities. Webber serves as a trustee for his father’s trust in Hickory, NC. 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 approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Sheline is a financial advisor with Morgan Stanley in Cornelius, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She worked at Citigroup Global Markets for 28 years before joining Morgan Stanley Smith Barney in 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. Their planning process utilizes firm-approved tools and modeling techniques, with clients responsible for plan implementation and updates.

Aric Dambreville is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including College Education Planning, Family Wealth Management Strategies, LGBT Wealth Planning, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Sports & Entertainment, and Retirement Income. Aric holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Fayetteville State University. His professional mission is to help individuals and families understand their current financial position, define their goals, and develop personalized strategies to pursue what matters most to them. Outside of his professional work, Aric's personal interests include football, music, soccer, and spending time with his family.

Ryan Love is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2015. The firm, 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 a range of model-based and discretionary investment strategies for individual and institutional clients.

David Halvorsen is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 29 years of industry experience. He has previously worked at UBS Financial Services, Merrill, and Banc of America Investment Services. Halvorsen is also a Senior Vice President at First Horizon, a financial institution role he has held since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a variety of strategic and tactical investment approaches.

Veronica Ibrahim is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 designations. She has been with Wells Fargo Clearing since 2026 and also has experience at Wells Fargo Bank, nA beginning in 2024. Prior to her financial career, she worked in various roles outside the industry, including at CVS Pharmacy and Cross Motor Group. 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 roughly $671 billion in assets through a large network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Zachary Leonardo is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at VOYA Financial Advisors, Inc. in 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a range of planning services supported by proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory programs.

Charles Bassing IV is a financial advisor at OSAIC based in Charlotte, NC, with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Royal Alliance Associates since 2019. Prior to that, he held roles at Northwestern Mutual from 2015 to 2019. He is a partner at Parview Financial, LLC, an entity through which he conducts insurance sales and financial planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Brenda Millard is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 25 years of experience in the financial industry. She specializes in areas including corporate executive services, employee benefits planning, personal retirement planning, legacy planning, socially responsible investing, LGBT wealth planning, special needs planning strategies, and advising women and wealth. She holds a Bachelor's Degree from the State University of New York at Oswego and is a Personal Investment Advisor (PIA) professional designation holder. Brenda is committed to using a goals-based wealth management approach to help clients develop disciplined financial strategies to meet their objectives. Outside her professional role, Brenda is actively involved in community service, supporting organizations such as Mind Body Baby and Union Academy. She also enjoys cooking, spending time with her family, traveling, and watching movies.

James Hale is a financial advisor with Edward Jones in Charlotte, NC, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Jonathan Currence is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2001, beginning his career after being hired as an intern during his time at Pennsylvania State University. Jonathan works closely with families to navigate personal finance and investments, focusing on broad-based wealth management planning with an emphasis on corporate stock awards, retirement planning, Railroad Retirement Benefits, and Social Security. He also addresses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, tax minimization, and retirement income. Jonathan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the Pennsylvania State University System and pursued studies at the Davis School of Gerontology at the University of Southern California. Residing in Charlotte, NC with his family, Jonathan enjoys spending time outdoors and participating in activities such as adventure sports, biking, hiking, running, table tennis, and yoga. He is involved with community organizations including Novant Health - Hemby Children's Hospital, Samaritan's Purse, and Ronald McDonald House of Charlotte.

Nathan Cherniss is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Chase Investment Services Corp. from 2004 to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

Jeffery Mingo is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations. His career background includes positions at The Vanguard Group, Robinhood Financial, MassMutual, and TIAA, among others. Fidelity’s Strategic Advisers LLC, where he works, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

Spencer Haiges is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation. He has one year of industry experience with prior roles at LPL Enterprise and The Hershey Company. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mcclain Schweppe is a CFP® professional with five years of industry experience, currently affiliated with Wells Fargo Clearing in Charlotte, NC. Prior to joining Wells Fargo in 2021, Schweppe worked at Michelin for six years. 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 across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Matthew Durnan is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2015. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.