Gordon Whittaker is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management, part of the Ellison Kibler team. Since joining Merrill Lynch in 2003, following two years at another wealth management firm, he has focused on financial strategies and investment management for high-net-worth individuals, including professional athletes and entertainment professionals. His expertise encompasses corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Gordon has also trained financial advisors across the country through Merrill's Peer-to-Peer National Faculty program and served as the 2025 Chairman of the Merrill Financial Advisory Council to Management (ACTM). Gordon holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA) designation awarded by The College for Financial Planning Institutes Corp. Additionally, he is a Registered Player Financial Advisor with the National Football League Players Association. He graduated from the University of South Carolina with a bachelor's degree in chemistry and also attended the University of Colorado. Gordon was individually ranked #4 in North Carolina-West on Forbes' "Best-In-State Wealth Advisors" 2026 list. Originally from Brandon, Vermont, Gordon resides outside of Charlotte with his wife, fellow team member Angie Whittaker, and their family. Outside of his professional work, he enjoys adventure sports, biking, hunting, exercise, Brazilian Jiu Jitsu, and spending time with his family.

Bradley Mobley is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo entities since 2014. Outside of his advisory role, he owns a photography and design business and serves on the finance committee of Henderson Grove Missionary Baptist Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with banking and lending products, delivering tailored recommendations through comprehensive planning tools.

Kathryn McKenzie is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, BMO Harris Financial Advisors, and Wells Fargo. Outside of her advisory role, she serves as a trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Jason Smith is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked with Vanguard and its affiliates since 2014 and is currently self-employed as an author, engaging in book writing, public speaking, and recording art. Vanguard Advisers delivers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs, offering tax-aware and customizable options.

Stephen Martin is a CFP® professional with 20 years of industry experience, all spent at The Vanguard Group since 2006. He is based in Charlotte, NC, and holds a Series 63 license. Vanguard Advisers offers both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, building portfolios mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Michael Williams is a Series 66 registered advisor with Thrivent Investment Management, based in Charlotte, NC. He has 21 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans that cover various topics such as retirement, tax, estate, and special needs planning. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate services.

Kweku Owusu Addo is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials. He has been in the industry since 2025, with prior work experience including roles at TIAA-CREF Individual & Institutional Services, RingCentral, and The University of North Carolina at Charlotte. 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 and third-party sources.

Carlos Martinez Acuna is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, his work history includes roles outside the financial sector, such as positions at United Cleaning Services and Central Piedmont Community College. 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 and institutional clients.

Layla Greenwood is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. She has been with The Vanguard Group since 2022. Prior to her advisory role, she worked in various positions including roles at the University of Georgia and several service industry jobs. Vanguard Advisers delivers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with personalized asset allocations and offers a range of customization options including ESG choices.

Nathan Silvis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His work history includes roles at Wells Fargo Advisors, LLC and various Wells Fargo entities dating back to 2012. Outside of his advisory work, he is a co-owner of a rental property in Charlotte, NC. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sharon Santizo is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and more than 12 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she holds a power of attorney position for a non-investment-related entity. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lane Henry is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America from 2021 to 2024 and held various roles outside finance, including with the Atlanta National League Baseball Club. Outside his advisory role, he occasionally works as a dog walker and house sitter and serves as a part-time business consultant for a family-owned company. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mary Grace Lostetter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in helping clients align their personal wealth management plans with their goals, focusing on areas such as retirement planning, family wealth management strategies, employee financial health, and small business strategies. Mary Grace provides clients with access to the investment insights of Merrill and the banking convenience of Bank of America, supporting a range of financial needs including mortgages, life insurance, and investments. She earned her Bachelor of Science degree in Industrial Management with a double major in Economics from the Tepper School of Business at Carnegie Mellon University. Mary Grace holds FINRA Series 7 and 66 registrations, a Life, Accident, and Long Term Care insurance license, a mortgage loan license, and the Certified Plan Fiduciary Advisor (CPFA) designation. Her expertise includes assisting business owners in establishing and maintaining fiduciary standards for 401(k) plans and workplace retirement plans. Mary Grace lives in Lake Wylie in Charlotte with her husband and four children. She is a member of several professional and community organizations, including the Charlotte Estate Planning Council, Charlotte Rotary Club, Merrill Lynch Women's Exchange where she serves as president, and the National Association of Women Business Owners (NAWBO) Charlotte. Additionally, she is involved with the Charlotte Country Day School and enjoys interests such as golf and attending community events.

Jacqueline Salazar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked for Todd Greene CPA PLLC and held roles in education and retail. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary strategies for a range of individual and institutional clients.

Jose Holguin is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Bank of America and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies managed by internal and third-party teams.

Diego Ferradas is an advisor at Vanguard Advisers with a Series 66 designation and has one year of industry experience. Prior to joining Vanguard, he engaged in various self-employed roles and operated Diego A. Ferradas Photography LLC. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and constructs portfolios mainly from Vanguard funds and ETFs.

Nasera Kaouss is a financial advisor with Raymond James & Associates in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Morgan Stanley and its affiliated entities in various roles from 2018 to 2024. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, and offers a range of financial planning and advisory services with a primarily non-discretionary approach.

Ryan Lopez is a financial advisor at Morgan Stanley in Charlotte, NC, holding Series 66 and Series 63 licenses with seven years of industry experience. Before joining Morgan Stanley in 2019, he worked at Brooks International for one year and was at the University of Alabama for five years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including financial planning and estate planning, managing approximately $2.74 trillion in client assets.

Michael Lutz is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. He has been with Vanguard and its affiliated entities since 2021, following roles at TD Ameritrade and loanDepot. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios, which are largely composed of Vanguard funds and ETFs.

William Giddens is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career has been primarily with Wells Fargo entity affiliates since 2011. He has a 50% ownership interest in Wing Management, LLC, an investment-related business based in Tucson. 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 notable inclusion of insurance-related products and bank deposit sweep options in its investment menu.