Nikhil Alkari is a financial advisor at Cambridge Investment Research Advisors with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Randstad Consulting and held positions at MIHIN/Interoperability Institute, TenAgile LLC, Ally Bank, and Bank of America. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Michael Ealey is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual since 2004. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, offering collaborative, goal-oriented engagements that utilize firm-approved software and tools.

Chris Colasanti is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wachovia Securities in 2002. Outside of his advisory work, he serves as the program moderator and executive producer of a weekly business analysis program on PBS called Carolina Business Review. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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.

Chris Pompey is a Planning Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to develop customized financial plans tailored to the unique needs of each client and their family. Prior to this role, Chris worked as a Financial Advisor at Alight Financial Solutions from 2013 to 2022. His experience encompasses personalized financial planning and client-focused advisory services. Outside of his professional career, Chris has interests in fitness, football, music as an instrumentalist, and running.

Kelly Lopez is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and 18 years of industry experience. Before joining LPL Financial in 2026, Lopez spent 19 years at Commonwealth Financial Network. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced research tools and multiple non-advisory financial services.

Ronald Stephens is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has worked at LPL Financial and Uvest Financial Services Group, Inc. since 2008. Outside of his advisory work, Stephens volunteers at the Carolina Raptor Center, where he cares for injured birds of prey. 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, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Nathan Peck is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked in various roles including management positions at Swim Club Management and employment at Aldi and Great Wolf Lodge. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of significant discretionary assets.

Ryan Coole is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 63 license and 19 years of industry experience. He has worked with Wheeler Retirement Plans LLC, Commonwealth Financial Network, and has been associated with Wheeler Associates since 2007. Outside of his advisory work, Coole is involved in athletic program management and coaching, including ownership and general management of a girls hockey team and serving as a coach developer for USA Hockey. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions and employs various operational tools, supporting over 22,900 advisors and managing substantial discretionary assets.

Christopher Austin is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he helps clients pursue their financial objectives by managing custom investment strategies and selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies. He works closely with individuals and families to build financial plans tailored to their goals. Chris holds the Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC) designations, and is also a Personal Investment Advisor (PIA). He focuses on areas such as retirement planning, tax-efficient investing, education planning, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, small business strategies, women and wealth, tax minimization, and retirement income. He earned his Bachelor's Degree from West Chester University. He is involved in professional organizations including the Charlotte Youth Professional Group and Levine Museum, and supports community initiatives such as Beds for Kids and the Carolina Youth Coalition. Outside of work, Chris enjoys basketball, cooking, football, golfing, music, pickleball, soccer, spending time with his family, traveling, and watching movies.

Brian Koehl is a financial advisor at Osaic Wealth with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Lincoln Financial Advisors and Sunamerica Capital Services. Outside of his advisory role, he is an insurance agent specializing in fixed annuities and owns an LLC focused on financial planning. Osaic Wealth serves both retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of client-directed investment strategies.

Eric Prusinski is a CFP®-designated financial advisor with seven years of industry experience, currently associated with LPL Financial in Fort Mill, SC. His career includes roles at Your Dedicated Fiduciary, Commonwealth Financial Network, Brunette & Associates, and Capital Group. 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 portfolio programs, and institutional platforms, supported by extensive resources and technology.

Nathan Remmy is a Series 66-licensed advisor with J.P. Morgan Securities in Charlotte, NC, having begun his industry career in 2026. His prior experience includes roles at UBS, Fidelity Investments, and Eton Advisors. He also attended the University of North Carolina from 2022 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research supported by centralized due diligence and includes capabilities in derivatives and commodities through related affiliates.

William Dungan is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following over a decade at Wachovia Bank, N.A. based in Charlotte, NC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions across a broad range of financial products.

Scott Bowman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and was previously with UBS Financial Services from 2008 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 broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Violette is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 certifications and has worked at LPL Financial since 2010, following one-year roles at Alight Financial Solutions and Wells Fargo Clearing. 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 financial planning and investment management services through a large network of advisors, with a focus on technology-supported operational and research tools.

Frank Johnson is a financial advisor at Merrill with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 25 years and at Bank of America, NA for 17 years. He holds a power of attorney position for an entity named F E J in Charlotte, NC. 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 plans, corporations, and charitable organizations.

Michael Wentzel is a financial advisor with LPL Financial in Fort Mill, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes five years at The Vanguard Group, Inc. prior to joining LPL Financial in 2019. He has also been self-employed since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 a broad network of over 22,800 advisors.

James Wolf is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management and a senior partner with The Anderson Wolf Godsey Group. He has been in the financial services industry since 2007 and joined Merrill in 2013. He offers expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and women and wealth. James holds a Bachelor of Science degree in Finance and Marketing from the Darla Moore School of Business at the University of South Carolina. He has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a senior member of The Anderson Wolf Godsey Group, which has over 90 years of experience. His approach focuses on developing strategies for high-net-worth individuals, their families, and their businesses to address all aspects of their financial lives. Beyond his professional work, James serves as President of the Charlotte Gamecock Club and the University of South Carolina Alumni Association Charlotte Chapter. He is also involved with the Cystic Fibrosis Foundation Standout Charlotte and is a member of the Charlotte Chamber of Commerce, Sigma Phi Epsilon, and the SC Alpha Alumni Association. In his spare time, he enjoys golf, football, music, traveling, and spending time with his family.

Jack Fischer is a Planning Consultant at Fidelity Investments, where he develops personalized financial plans and investment strategies tailored to clients' life goals. He has been with Fidelity Investments since 2021, progressing through roles including Benefits and Planning Consultant, Investment Solutions Representative in various capacities, and Customer Relationship Advocate. Prior to joining Fidelity, Jack worked as a Research Analyst at Fischer Investment Group in 2018 and 2020. His experience spans financial planning, investment solutions, and client relationship management. Outside of his professional work, Jack has interests in fitness, golf, and reading.

Chelse Stevens is the Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She joined Fidelity in 2014 and has progressed through various roles including Investment Consultant, Financial Consultant, and Vice President, Wealth Planner. Prior to her tenure at Fidelity, she worked as a Financial Advisor at Capital Financial Group from 2009 to 2014. Her professional approach focuses on understanding clients and their families, identifying their aspirations, and collaborating to develop customized wealth strategies that align with their financial goals. Chelse's experience encompasses financial planning and wealth management, emphasizing personalized strategies for long-term financial success. Outside of her professional role, Chelse enjoys a variety of personal interests including family activities, food, golf, reading, soccer, and tennis.