Tom OMara is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on building strong relationships by listening carefully to clients to understand their priorities and helping connect everyday financial decisions to their broader life goals. He works closely with advisors and remains engaged beyond the initial planning stages to support clients throughout their financial journeys. Prior to his current position, Tom held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, and Financial Services Representative, gaining experience in various aspects of financial planning and client relationship management. His professional progression within Fidelity reflects a solid foundation in financial services and client support. Outside of his professional work, Tom enjoys family activities, social events with friends, hiking, music, and skiing.

Anthony Campbell is a financial advisor at Merrill with Series 63 and Series 66 designations and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Wells Fargo, and Ally. 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.

Christopher Frederick is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Corbett Road Wealth Management, Spire Investment Partners, Rather & Kittrell, and Centurion Wealth Management. He is currently employed by The Vanguard Group and its affiliated entities. Vanguard Advisers provides 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 using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Heather Lee is a financial advisor with Ameriprise in Charlotte, NC, holding the Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver research-based, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Grant Keenan is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 licenses and having five years of industry experience. He has been with Vanguard entities since 2020 and is also involved in managing a family equipment rental business in Kitty Hawk, NC, where he handles logistics and seasonal delivery services. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to asset allocation, leveraging Vanguard funds and ETFs with various customization options, and supports a large client base through a high client-per-advisor ratio.

Jack Kuhlman is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services LLC, BMO Harris Bank, and Westco. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Rhoads is a Financial Advisor at Merrill Lynch Wealth Management. He partners with professionals to connect planning, investments, and broader financial resources into one cohesive strategy. His work focuses on supporting clients as they approach or navigate important financial decisions tied to career changes, retirement timing, or consolidating investment accounts. Jacob brings structure and clarity to complex financial situations to help align decisions with long-term goals and priorities. His expertise covers a range of areas including education planning, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Jacob's approach is personal and straightforward, emphasizing clear, practical financial plans designed to support confident long-term decision making without unnecessary complexity. Jacob holds a Bachelor's Degree from the University of South Carolina and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys cooking, golfing, reading, skiing, spending time with his family, and watching movies.

Sarah Schweppe is a CFP® and holds a Series 66 license, with 11 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Stephen Duckett is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, professionals, and business owners in making confident financial decisions through personalized wealth management and goal-based planning. Since joining Merrill in May 2024, he has focused on developing customized strategies around wealth accumulation, retirement planning, investment management, risk management, and legacy planning. With over a decade of experience in financial services, including advisory roles at Worth Advisors, Wells Fargo Advisors, and UBS Financial Services, Stephen has developed a disciplined and client-centered approach. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Christian Brothers University after attending Xavier University in Ohio. Stephen is originally from Memphis and now resides in Charlotte. Outside of his professional life, Stephen has community involvement with Junior Achievement of Memphis. He enjoys activities such as golf, travel, fitness, exploring new restaurants, and spending time with his dog, Jax.

Ryan Sochacki is a financial advisor at Morgan Stanley with 20 years of industry experience. He has been with Morgan Stanley and its affiliates since 2015. He holds a Series 63 designation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning arrangements.

Sean Gelband is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Valet King Florida. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high client-to-advisor ratio.

David Feldmiller Jr. is a CFP® with 12 years of industry experience currently serving at Vanguard Advisers. He has worked with various entities within the Vanguard organization since 2014, including Vanguard Marketing Corporation and The Vanguard Group, Inc. His tenure at Vanguard Advisers spans 10 years. Vanguard Advisers delivers 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Will Hornbeck is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Previously, he worked at Bogart Wealth and has experience outside finance, including a role at Coastal Cravings Steak and Seafood. Vanguard Advisers provides 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 using proprietary models and offers portfolios primarily composed of Vanguard funds and ETFs.

Brody Rowan is a financial advisor with Merrill in Charlotte, NC, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes positions at LPL Financial LLC, Northwest Bank, and Target. Before entering financial services, he worked for Penn State Libraries and Bemus Point Schools. 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 plans, corporations, and charitable organizations.

Andrew Howe is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services, Questar Asset Management, and GCG Wealth Management, where he also serves as an insurance agent offering fixed insurance products. Based in Charlotte, NC, Howe has been with Osaic since 2024. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and corporations, providing integrated brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that may include various asset types and offers access to third-party money managers and wrap programs.

La Quinta Paige is a financial advisor with Ameriprise in Charlotte, NC, holding Series 66 and Series 63 licenses and having six years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, The Vanguard Group, and Wells Fargo, as well as involvement with entrepreneurial and community organizations such as Jireh Juices LLC and Blessed to be a Blessing. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Cherry Jr. is a financial advisor with Cambridge Investment Research Advisors in Belmont, NC, holding CFP® and ChFC® designations with 12 years of industry experience. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He has served as president of the Rotary Club of Gastonia and holds board positions with the United Way of Gaston County, Living Hope Church, and the Boys and Girls Club of Greater Gaston. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through a network of independent professionals, utilizing both proprietary models and third-party strategies across multiple custody platforms.

Kyle Holloway is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and nine years of industry experience. He has worked at Merrill since 2016 and Bank of America since 2017. Outside of his advisory role, Holloway serves as an intelligence analyst for the South Carolina State Guard. 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 investors, and institutions.

Garrett Snyder is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has less than one year of industry experience, previously working at Merrill and several other organizations including Skybrook Golf Club and Asset Living. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Christina Blackmon is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 and profit-sharing plans, corporations, and charitable organizations.