Matthew Benson is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 credential and has been with Merrill and Bank of America since 2014. 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 strategies managed by internal Chief Investment Office teams and third-party style managers for a range of clients including individuals, high-net-worth clients, and institutional investors.

Andrew Spafford is a financial advisor with Mass Mutual Investors Services in Charlotte, NC. He holds the ChFC® designation and Series 66 license, and has nine years of industry experience. Spafford has worked with Mass Mutual Investors Services since 2016 and has also been associated with Massachusetts Mutual Life Insurance Company since 2010. He is involved as an agent with A Special Needs Plan, a life insurance-related service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs.

Anthony Robinson is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, Prudential Financial, MassMutual, and Alight Financial Services. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Arianna Pannarale is a CFP® professional affiliated with LPL Financial in Charlotte, NC, with three years of industry experience. She has worked previously with Vanguard and Vinci Enterprises Inc LLC. Outside of her advisory work, she provides pet sitting and walking services under a contract with Rover. 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 a range of financial planning and investment management services through a large network of advisors and utilizes various strategic, tactical, and alternative investment approaches.

Peter Campbell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Senior Solutions. He is also involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Burton Medlin is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at LPL Financial Corporation and Synergy RIA Compliance Solutions. 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 process is IPS-driven, incorporating modern portfolio theory, and includes a broader range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Daniel Brienza is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1994. He co-founded The Brienza Group with his brother, John, and serves clients who seek comprehensive financial advisory services tailored to their busy lives and multigenerational family needs. The team focuses on family wealth management strategies, legacy planning, tax minimization, and retirement income. Daniel holds a Bachelor's degree in Economics and Psychology from Wake Forest University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC™), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). These credentials support the customized financial management services provided by The Brienza Wealth Management Group. Daniel resides in the Myers Park area of Charlotte with his wife, Lisa, and their three children. He is involved in community initiatives such as The Arts Empowerment Project and the Wake Forest Catholic Campus Ministry.

James Hack is a financial advisor at Raymond James & Associates with 24 years of industry experience. He previously worked at UBS Financial Services for seven years before joining Raymond James in 2021. Outside of his advisory role, he is a partner in HAQ Partners LLC, a business he runs with his son that plans to sell novelty Pickleball products. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers tailored financial planning and investment consulting services through a variety of portfolio management styles and research resources.

Teresa Fritz is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rodriguez Webb is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. Webb serves on the WakeMed Foundation Board of Directors, where he contributes to board and committee activities, strategic governance, and fundraising efforts. 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.

Tyler Park is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 66 and Series 63 licenses and three years of industry experience. He has been with Vanguard in various capacities since 2023, including roles at Vanguard Marketing Corporation and The Vanguard Group. Prior to joining Vanguard, he worked at Lowe's for two years. Vanguard Advisers provides both 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 to construct portfolios primarily from Vanguard funds and ETFs, offering tax-aware features and customization options across multiple savings goals.

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 with Merrill Lynch Wealth Management. He specializes in working with high-income professionals to develop cohesive, forward-looking financial plans that integrate income, investment strategy, tax efficiency, cash flow decisions, and long-term objectives. His approach emphasizes bringing structure, alignment, and purpose to clients' financial lives. Austin's expertise includes education planning, family wealth management strategies, legacy planning, managing new wealth, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the Pennsylvania State University System. Outside of his professional role, Austin is involved with the Penn State Alumni Chapter of Charlotte and has interests in 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 at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. Howe is also involved as an insurance agent with GCG Wealth Management, where he offers fixed annuities, life insurance, and health insurance products. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by various managed account programs and third-party managers.

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.