Julia Happel is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products and services.

Andrey Shchegolev is a CFA® charterholder with 17 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He has held prior roles within Wells Fargo Advisors LLC and Wells Fargo Bank, where he has worked for over 20 years. Outside of his advisory role, he serves as Treasurer for The Brooks Homeowners Association in Monroe, NC. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mitchell Stewart is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, he has experience in event planning and was involved with Show Stopping Event Planning from 2020 to 2022. 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 supported by internal and third-party managers for a diverse client base including individuals, high-net-worth clients, and institutions.

Taylor Smith is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Merrill, Smith held positions at Bank of America, Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Outside of advisory work, Smith serves as a power of attorney for a private individual. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Blevins is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill from 2004 to 2021 before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

Ronald Fleischman is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63, 65, and 66 designations and having 32 years of industry experience. He has been with UBS since 2002. Outside of his advisory role, he is the owner of Carolina Firearm Consulting, LLC, which provides firearms training. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary capital market assumptions and research.

Cody Dawkins is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 and Series 63 certifications. His work history includes roles at Robinhood Markets, The Vanguard Group, and MassMutual Life Insurance Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Mark Estante is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Harry Bovee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He is committed to providing personalized, one-on-one consultations to create financial plans tailored to each client's unique situation, aiming to help clients feel financially sound both now and in the future. Prior to his current role, Harry held several positions at Fidelity Investments, including Investment Consultant and Financial Representative in 2024, as well as Financial Service Representative from 2023 to 2024. Before joining Fidelity, he worked in Client Relationships, Business and Product Development at TIAA in 2022.

Richard Dunstan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior work includes over a decade at LPL Financial Corporation and various roles within Cetera-affiliated firms since 2020. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers across multiple program structures.

Beverly Montgomery is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has been associated with Wells Fargo Advisors Financial Network since 2026, following a decade at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche services like business-owner transition and special-needs analysis. The firm combines advisory services with various financial products and referral channels through a large network of over 4,000 advisors.

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.

Christopher Lecroy is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Lecroy is also a co-owner of Upstate SC Flyers LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 specializes in bringing organization and clear direction to the financial lives of individuals, families, business owners, and athletes. His focus areas include tailored financial planning, tax-efficient investment strategies, estate and legacy planning, small business retirement plans, and alternative investment analysis. Before joining Merrill Lynch, Jeremy competed professionally in soccer, representing U.S. Youth National Teams, the Seattle Sounders Academy, Clemson University, and professional teams. He holds a Bachelor's Degree from Clemson University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jeremy is actively involved in his community as a head coach at the Charlotte Soccer Academy and supports organizations such as YoungLife. Jeremy's approach to financial advising emphasizes understanding clients' priorities to develop clear, coordinated strategies. He aims to help clients feel organized and confident in pursuing their financial goals, whether that's planning for retirement, managing new wealth, or building a legacy.

David Huseby II is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and having two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Householder Group from 2019 to 2023 and was employed by Firestone Complete Auto Care from 2016 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

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.

Justin Haynes Watkins is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Uvest Financial Services Group, Inc. since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Quinn Semling is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and five years of industry experience. Prior to joining LPL Financial in 2018, Quinn worked for three years at Pearlz Oyster Bar. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Jerome Bennett is a Series 66 licensed financial advisor with 16 years of industry experience. He is currently with Merrill and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Waddell & Reed, Inc. He is based in Charlotte, NC. 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 strategies for individuals, high-net-worth clients, and various institutional investors.