Michael Pappas is a financial advisor at Charles Schwab with five years of industry experience. He previously worked at Vanguard Advisers and affiliated Vanguard entities for five years. Outside of his advisory roles, he was involved with At The Neck Apparel from 2020 to 2023. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary strategies and offers a centralized operational structure.

Kyle Quinlivan is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and eight years of industry experience. He has worked at Bank of America, N.A. and Wells Fargo Bank, N.A. Prior to his current role at Merrill, he spent two years at Wells Fargo. 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.

Jin Kim is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2009, with a one-year period at The Private Bank at Bank of America. Outside of his advisory role, he serves part-time as a FINRA arbitrator. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Austin Wood is a Financial Advisor at Merrill Lynch Wealth Management. He works with high-income professionals to bring structure, alignment, and purpose to their financial lives by developing cohesive, forward-looking plans that integrate income, investment strategy, tax efficiency, cash flow decisions, and long-term objectives. Austin's expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, individual and corporate investment strategies, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. Beyond his professional work, Austin is involved with the Penn State Alumni Chapter of Charlotte. His personal interests include football, golfing, hiking, ice hockey, and music.

Thomas Reichelt is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds a Series 66 designation and has two years of industry experience. Prior to joining Vanguard Advisers, he worked at Merrill and Bank of America. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm’s goal-based, algorithm-driven investment approach uses proprietary methodologies and primarily Vanguard funds and ETFs to set personalized asset allocations.

Pierre Flores Vargas is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at W&S Brokerage, Western & Southern Life, and National General Insurance Company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Schuyler Howe is a financial advisor with OSAIC, holding a Series 66 credential and 14 years of industry experience. He has worked previously at Woodbury Financial Services and Questar Capital Corporation. Howe also operates as an insurance agent with GCG Wealth Management, offering fixed annuities, life insurance, and health insurance services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analyses to construct portfolios across multiple asset classes and managed-account solutions.

Alessandro Price is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

Amy Kleparek is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2024 and previously spent over a decade at JPMorgan Chase Bank and its affiliates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Staten is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and six years of industry experience. She has held roles at Bank of America and Merrill Lynch from 2019 to 2022, and has been associated with Merrill since 2001. Outside of her advisory work, Staten serves as chief judge for a local election precinct and is a member of the finance council at Holy Redeemer Catholic Church. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Gill is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Time Inc. from 2007 to 2017. 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 solutions through a nationwide network of more than 23,700 financial advisors.

Davis Fox is a financial advisor at Merrill with Series 66 and Series 63 licenses and no prior industry experience. His work history includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and several other firms and organizations. He has also held various positions in community recreation and education departments. 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.

Andrew Bascom is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, Better Mortgage, and CitiBank among other roles. Outside of his financial career, Bascom serves as the head coach of the men’s varsity lacrosse team at Myers Park High School in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Glenn Slezak is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including ResiCentral, Homepoint Financial, Oxford Solutions, and Allen & Newman, PLLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Taylor Root is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. Taylor previously worked at Bank of America, N.A. and has experience dating back to a role at the University of South 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by its internal Chief Investment Office and third-party managers.

Montserrat Mendez Prudente is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. She has been with Equitable Advisors since 2022. Outside of her advisory work, she manages catering operations for Noble Smoke and is involved with the Association of Latino Professionals for America, serving as chief of staff to the treasurer and assisting with event budgeting and fundraising. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates as both an SEC-registered investment adviser and broker-dealer, emphasizing program-based advisory solutions and extensive use of LPL-sponsored programs.

James Fill is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, focusing on a collaborative approach that considers each client's full financial picture, risk tolerance, liquidity needs, and long-term objectives. James has expertise in corporate executive services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Ohio State University. In addition to his professional work, James participates in community volunteer activities in line with Merrill’s tradition. His personal interests include baseball, basketball, football, golfing, pickleball, and spending time with his family.

Andrew Shore is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. prior to joining Ameriprise in 2026. 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 a written Recommendation Report and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Brent Reynolds is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Verizon Wireless. 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 under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ian Klass is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010. 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 investment strategies for individuals, high-net-worth clients, and institutions.