Alec Acosta is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2017, following a prior role at Bbtis from 2013 to 2017. 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 vehicles and bank deposit sweep options among its investment offerings.

Aaron Voss is a financial advisor at Ameriprise with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services, LLC since 2018. Prior to entering the financial industry, he was employed by the California Department of Corrections and Rehabilitation for twelve years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Sonje Moore is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience at Wells Fargo Bank and various educational institutions. Outside of finance, Moore owns an apparel business based in Westerville, Ohio. 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.

Tyler Zieker is a Series 65-licensed financial advisor with one year of industry experience. He is currently with LPL Financial and has prior experience at Commonwealth Financial Network and Pathfinder Wealth Consulting. His background also includes roles outside finance, such as work in the restaurant industry and banking. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Katelyn Parker is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and five years of industry experience. She has been with Merrill since 2018 and previously worked at Harrisburg Family House, Sullivan's Steakhouse, and Walters & Mason Retail Inc. She also attended the University of North Carolina at Charlotte from 2016 to 2020. 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, pension and profit-sharing plans, corporations, and charitable organizations.

James Moore Jr. is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with RBC Capital Markets Corporation since 2009. Outside of his advisory work, he serves as a youth basketball referee for recreational and church league games for ages 8 to 18. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various wrap fee advisory programs with tailored portfolio management and planning services, utilizing both in-house and third-party investment managers.

Maria Kamboykos is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and HSBC. Outside of her advisory role, she provides pet sitting services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary buy/sell recommendations and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and a combination of advisory approaches with centralized custody and operational systems.

Brent Cline is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2004. In his role, Brent helps clients manage their wealth to meet their individual needs by offering a comprehensive approach that begins with listening to each client's goals and priorities. He specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Brent holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his bachelor's degree from the Texas AandM University System. He lives in Cornelius, NC with his wife Tammy, where they are active members of Grace Covenant Church. Outside of his professional work, Brent enjoys baseball, football, golfing, hiking, spending time with family, and traveling.

Douglas Flannagan is a financial advisor with Wells Fargo Advisors and holds the Series 63 and Series 66 designations. He has 25 years of industry experience and has been with Wells Fargo Advisors in various capacities since 2011. Based in Charlotte, NC, he currently works at Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, using proprietary research and planning tools to develop tailored client recommendations.

David Rich is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 registrations and 29 years of industry experience. His prior roles include positions at Financial Resources Group, Gladstone Wealth Partners, and National Securities Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Chad Slate is a CFP®-credentialed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at firms including Commonwealth Financial Network, Pathfinder Wealth Consulting, and Raymond James Financial Services Advisors. 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 advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for research and operations.

Colby Eckert is a financial advisor at Raymond James Financial with six years of industry experience. He holds the Series 66 designation and has worked since 2019 with both Raymond James Financial Services, Inc. and Jones Monk and Ranson LLC in an independent contractor capacity. Prior to his advisory roles, his background includes positions at Abercrombie and Fitch and Energy Corp of America. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to align investment strategies with client goals, supporting implementation through various advisory programs and partnerships.

Brian Benatovich is a CFP® professional with 11 years of industry experience. He currently works at Cetera and has previously been associated with firms including LPL Enterprise, Prudential Insurance Company of America, and Bankers Life. Outside of his advisory role, Benatovich serves as a volunteer board member and financial committee member for the Charlotte Curling Association, a nonprofit sports club. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jaclyn Maurer is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 66 registrations and 19 years of industry experience. She has previously worked at Mass Mutual, UBS Financial Services, and Merrill. 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 advisory services including financial planning and access to model portfolios, combining technology tools with personalized strategies.

Larry Grant is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, Brighthouse Financial, Mass Mutual Investors Services, and METLIFE Securities Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Arthur Surridge is a financial advisor with LPL Financial in Fort Mill, SC, holding the Series 63 and Series 66 designations and having 16 years of industry experience. He has worked at LPL Financial since 2016 and previously spent two years with Wells Fargo Clearing. 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 advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with advanced operational and research tools.

Nathan Valenta is a financial advisor at LPL Financial with a Series 66 designation and experience at several firms including The Vanguard Group. He has been in the industry since 2024 and is based in Fort Mill, SC. His prior roles include positions in financial services and other sectors such as at Applecross Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with support from advanced operational tools and a broad network of advisors.

Riley Blackmer is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2024, Riley worked at Bank of America-Merrill Lynch and has been involved with the Isabella Santos Foundation. Riley’s background also includes roles at Ballantyne Country Club and North Carolina State University. 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, and institutional investors.

Mark Ettinger is a financial advisor at LPL Financial with 25 years of industry experience and holds a Series 66 designation. His prior work includes roles at First National Bank of PA, Cetera, Johnson Bank, and INVEST Financial Corporation. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jessica Snyder is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities, LLC and JPMorgan Chase Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.