Katherine Coton is a CFP® professional with nine years of industry experience, all of which she has spent at Edward Jones since 2017. Prior to her financial advisory career, she worked in full-time education for 18 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other specialized services.

Martha Bonner is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at Tringali Occupational Therapy Services for five years. 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, pension plans, corporations, and charitable organizations.

Samantha Wolffis is a financial advisor at Merrill with a Series 66 designation and eight years of experience in the industry. She has been with Merrill since 2018 and previously worked in the food service industry. 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 individual and institutional clients.

Lauren Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and three years of industry experience. She has been with Wells Fargo entities since 2019 and operates a separate photography business, Lauren Davonne Photography, which she has owned since 2017. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions, supported by extensive research and a large advisor network.

Daniel Doan is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 licenses. He has nine years of industry experience, including roles at Wells Fargo Clearing Services since 2017 and Wells Fargo Bank since 2012. He briefly worked at Waddell & Reed in 2011. 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 through more than 14,000 advisors and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Daniela Pineda is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kathleen Benevento is a Series 66-licensed financial advisor with Edward Jones in Charlotte, NC, and has 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ethan Alessi is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OneDigital Investment Advisors LLC since 2026. His background includes roles in hospitality and retail, including positions at Henry's on the Market and Wild Dunes Resort. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and retirement plan consulting. The firm employs a model-based investment approach with various portfolio management options and operates a complex affiliate network.

Jennifer Powel is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo since 2016, with prior experience at Prudential Equity Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of advisors and assets.

Wesley Beulah is a financial advisor with Equitable Advisors in Charlotte, NC, holding a Series 66 credential and four years of industry experience. Prior to joining Equitable Advisors, he worked at RKW Residential and Hawthorne Residential. Outside of his advisory role, he is involved in managing Hippo Investments, a property rental company. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management services through a network of investment adviser representatives. The firm utilizes a variety of third-party advisory programs and offers ERISA fiduciary services for qualified plans.

Mark Thigpen is a financial advisor at OSAIC with 12 years of industry experience and holds a Series 66 designation. He previously worked at Edward Jones and Sii before joining OSAIC in 2018. Outside of his advisory role, he is involved with Latto and Associates, Inc., where he serves as an insurance broker, chief technology officer, and financial advisor. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a broad range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization.

Jack Butler is a financial advisor with UBS Financial Services in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of investment solutions.

Mahalo Blackburn is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, Blackburn’s background includes roles at P.F. Changs and academic positions at the University of British Columbia and Wake Forest University. Blackburn also worked with the U.S. Soccer Federation and a law firm, Teague, Rotenstreich, Stanaland, Fox and Holt, PLLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income and tax-aware withdrawal strategies. The firm’s approach combines investment research, third-party data, and algorithmic tools, and features restrictive enrollment criteria tied to asset levels and the firm’s product ecosystem.

William Youngblood Jr. is a financial advisor at Edward Jones with nine years of industry experience. Before joining Edward Jones in 2017, he worked for Clover Community Bank for one year. He holds the Series 66 designation. Edward Jones serves more than four million individual and institutional clients, offering full-service wealth management through a nationwide network of over 23,700 financial advisors. The firm provides discretionary and non-discretionary wrap fee strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Eric Gonzalez is a Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional at Merrill Lynch Wealth Management. He works with individuals and families across the Carolinas to build, preserve, and transfer wealth with confidence. His expertise includes retirement planning, legacy objectives, investment management, tax-efficient strategies, and estate planning. By combining thoughtful planning with the resources of Merrill Lynch and Bank of America, Eric assists clients in navigating important financial decisions. Eric holds a Bachelor's Degree from Winthrop University and holds the designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his personal time, he enjoys fishing, running, and traveling.

Kevin Myers is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked primarily at Wells Fargo Clearing since 2016, based in Charlotte, NC. 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 a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Ebony Moore is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2019. She serves on the executive board of the Crestdale Middle School Band and Orchestra Booster in Matthews, North Carolina. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets and offering services that include estate planning and corporate financial planning agreements.

Patrick Kitson is a financial advisor at Merrill with Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at The Vanguard Group for seven years and Western Governors University for two years. 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 and profit-sharing plans, corporations, and charitable organizations.

Janet North is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. She previously worked at Edward Jones from 2018 to 2024 and held roles at Afflink, LLC and The University of Alabama. Outside of her advisory work, she is co-owner of a commercial floor cleaning business that she and her husband plan to acquire. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Charles Foresyth is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He has held previous roles at Ivy Distributors, Inc., Waddell & Reed, Lincoln Financial Distributors, Inc., and Putnam Investment Management, LLC. Outside of his advisory work, he serves as a Deacon and member of the Finance/Investment Committee at Pritchard Church in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical tools, and supports municipal and public finance through a unique affiliation with a municipal advisor.