Lauren Williams is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. She has been employed at Wells Fargo Bank since 2019 and operates Lauren Davonne Photography, a small photography business she owns and manages on a part-time basis. 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 other sources.

Daniel Doan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 66, 63, and 65 licenses and bringing nine years of industry experience. His work history includes roles at Wells Fargo Clearing Services, Wells Fargo Bank NA, and Belk, Inc. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniela Pineda is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathleen Benevento is a Series 66-licensed financial advisor with Edward Jones in Charlotte, NC, and has 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jennifer Powel is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she co-owns and manages a rental property in Ocean Isle Beach, North Carolina. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at RKW Residential and Hawthorne Residential. Outside of his advisory work, he manages a property rental company. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Mark Thigpen is a financial advisor with OSAIC in Charlotte, NC, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Edward Jones and Sii. In addition to his advisory work, he serves as Chief Technology Officer and Insurance Broker for Latto and Associates, Inc., where he assists with technology updates and insurance product sales. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple platforms to manage portfolios that include a wide range of investment products.

Jack Butler is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment solutions.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Eric Gonzalez is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. He serves individuals and families in the Carolinas, focusing on delivering personalized advice in retirement planning, portfolio management, tax minimization, retirement income, investment management, and estate planning. Eric leverages the resources of Merrill Lynch and Bank of America to provide comprehensive wealth management strategies aligned with his clients' priorities. He holds a bachelor's degree in financial planning from Winthrop University and has obtained the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Eric is dedicated to helping clients build, preserve, and transfer wealth through education, transparency, and tailored strategies. Outside of his professional pursuits, Eric enjoys fishing, running, and traveling.

Kevin Myers is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and ten years of industry experience. He has worked at Wells Fargo Clearing since 2016, including a prior four-year tenure at WELLS FARGO Advisors, LLC. 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 approach is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ebony Moore is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2019. She serves on the executive board of the Crestdale Middle School Band and Orchestra Booster in Matthews, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include estate planning and corporate financial planning agreements.

Patrick Kitson is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at The Vanguard Group for seven years and Western Governors University for two years. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Janet North is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. She previously worked at Edward Jones from 2018 to 2024 and held roles at Afflink, LLC and The University of Alabama. Outside of her advisory work, she is co-owner of a commercial floor cleaning business that she and her husband plan to acquire. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Charles Foresyth is a CFP® professional with 27 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at Raymond James since 2016, including positions with Ivy Distributors and Waddell & Reed. Outside of his advisory work, he serves as a Deacon and Finance Committee member at Pritchard Church in Charlotte, NC, where he supports endowment review activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Megan Juliar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2020. Prior to that, she held roles at RHI, World Relief Triad, and the University of North Carolina at Greensboro. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a range of services including discretionary and non-discretionary retirement plan management, supported by research from Wells Fargo Investment Institute and third-party sources.

William Manning is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill since 2006. Outside of his advisory role, he serves as a Finance Committee member for the West Point Association of Graduates, where he reviews budgets and provides insight on management practices. 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, utilizing strategic and tactical asset allocation with tax-aware options.

John Jacob is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Jacob serves on the investment committee for Saint Mark’s Lutheran Church in Charlotte, NC, and participates in the finance committee of the Charlotte Providence Rotary Club. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Matthew Mclaughlin is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. His career includes positions at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocation to tailor strategies to client goals.

Elverson Brown III is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Bank of America and Raymond James & Associates. He serves on the advisory board of the Life and Breath Foundation, a nonprofit focused on funding research and awareness of sarcoidosis. 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, and institutions, with services including trading, account administration, and custody support.