Tiffany Gill is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022, with prior experience at Wells Fargo Bank and Fairway Mortgage. 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.

Alexander Nolan is a CFP® professional with seven years of experience, currently serving at Mass Mutual Investors Services since 2018. His prior experience includes roles at Omnistar Financial Group and MassMutual Life Insurance Co. Outside of his advisory work, he is a partner and CFO of Blue Ridge Acquisition Group, LLC, a real estate business. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, goal-focused planning using firm-approved analytical tools and supports various specialized planning programs.

Jeremy Russell II is a Financial Advisor with Merrill Lynch Wealth Management based in Charlotte. He works with individuals, families, business owners, and athletes, focusing on tailored financial planning, tax-efficient investment strategies, alternative investment analysis, estate and legacy planning services, and small business retirement and investment solutions. Jeremy also coordinates small business banking services through Bank of America. Before joining Merrill, Jeremy competed in soccer at the highest levels, including representing U.S. Youth National Teams, the Seattle Sounders Academy, Clemson University, and professionally. These experiences have informed his approach to financial advising, emphasizing preparation, teamwork, discipline, and execution. His aim is to help clients feel organized, confident, and well-positioned to pursue their goals. Jeremy holds a Bachelor's Degree from Clemson University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He is involved in the community as a head coach for Charlotte Soccer Academy and participates with organizations such as YoungLife.

David Huseby II is a financial advisor at LPL Financial in Charlotte, NC, holding a Series 66 designation with two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Householder Group from 2019 to 2023 and at Firestone Complete Auto Care from 2016 to 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through its network of investment adviser representatives.

Kelly Sprecher is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Her prior experience includes a decade at Bella Chi Designs and roles 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 investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to create personalized portfolios.

Matt Domaszewicz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. In addition to his advisory role, 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-based strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional plans.

James Baird is a Series 65-licensed financial advisor with Fisher Investments in Charlotte, NC, where he has worked since 2019. He has six years of industry experience, including four years at Holiday Retirement prior to joining Fisher. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and provides a range of sub-advisory and retirement plan services.

Sydney Clawson is a financial advisor at Vanguard Advisers with one year of industry experience. She holds a Series 66 designation and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to her advisory role, she was involved with Kids' Camp Ladue in multiple years. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, largely utilizing Vanguard funds and ETFs with various customization options.

William Oliver is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes seven years at Merrill Lynch. Outside of his advisory role, he is involved in non-investment related businesses including a company that researches cars for investment purposes and another that purchases race cars. 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 substantial assets and employs extensive research and portfolio theory in its investment approach while offering both brokerage and advisory solutions.

Alvonzo Gibbs is a CFP® with 41 years of industry experience, currently serving at LPL Enterprise since 2024. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Lincoln Financial Securities Corporation, MSI Financial Services, Inc., and Osaic FA, Inc. Gibbs is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Patrick Barry is a CFP®-designated financial advisor with one year of industry experience, currently with Wells Fargo Clearing. His prior experience includes roles at Wells Fargo Bank, N.A., Powell Financial Inc., Powell Wealth, and Boston Private. 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 a combination of brokerage and advisory solutions backed by research from Wells Fargo Investment Institute.

Richard Wood is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wachovia Bank. 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 a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Matthew Evans is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 2009. He co-leads a family-office-style approach serving a selective group of clients, including venture capitalists, private equity executives, medical specialists, entrepreneurs, and business owners in Charlotte and across the United States. Matt emphasizes tax minimization and estate planning strategies, collaborating closely with clients' CPAs and attorneys to ensure financial decisions align with family needs. Matt holds a Bachelor's degree in Finance from Virginia Polytechnic Institute & State University and has earned professional designations including Certified Exit Planning Advisor (CEPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Over his 15-year career, he has guided clients through significant market events while focusing on managing investment risk and tax consequences. His approach involves crafting tailored strategies that reflect clients' distinctive needs and values, particularly in areas such as equity compensation, liquidity management, socially responsible investing, and managing new wealth. Originally from Pittsburgh, Matt has lived in Charlotte for over 15 years. He is active in the Virginia Tech Alumni Association's Charlotte Chapter and supports United Way. In his personal time, he enjoys spending time with his wife and two sons, participating in activities such as golf and skiing.

Charles Taylor is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and has experience in diverse roles including positions at James River Equipment, High Point University, Autobell Carwash, and Harris Teeter. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Alan Ponce Montes De Oca is a financial advisor at Wells Fargo Clearing with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Coca Cola Consolidated, Allstate, and Amazon.com. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Jones is a financial advisor with LPL Enterprise in Charlotte, NC. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. His prior roles include several positions at PNC Wealth Management and PNC Investments from 2015 to 2026. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in a wrap program.

Helen Smith is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, with a brief employment gap in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and models outcomes using Global Investment Committee data, managing approximately $2.74 trillion in client assets.

Desmond Lawrence is a Series 66-licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, with less than one year of industry experience. His prior work history includes roles at Merrill and Tesla, as well as a background as a professional athlete in the Canadian Football League, XFL, AAFL, and NFL. 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.

John Pilkington is a financial advisor at Vanguard Advisers with 21 years of industry experience. He has held roles at Vanguard Group since 2004 and previously worked at Manning & Napier Advisors. Pilkington serves as treasurer and board member of Belmont Trolley, a nonprofit community organization in Belmont, NC. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach featuring proprietary asset allocation models and portfolios constructed mainly from Vanguard funds and ETFs.

Meghanne Svatos is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has been with Ameriprise since 2014 and is co-owner of Brightstead Management, LLC, an advisory business she helps manage. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendation reports through a centralized consulting team.