Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

Daniel Bryant is a financial advisor at Robert W. Baird & Co. with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Charlotte, NC. Robert W. Baird & Co.’s Private Wealth Management department, including the DDK Group team, serves individuals, corporate clients, pensions, and charitable organizations with a range of services such as financial planning, portfolio management, and separately managed accounts. The firm employs a mix of manager-traded and model-traded strategies supported by internal research and oversight and reported approximately $394 billion in regulatory assets under management as of year-end 2025.

John Abdelmalak is a financial advisor with Vanguard Advisers in Charlotte, NC, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Vanguard Advisers since 2025 and has also worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of his advisory role, he is the owner of Elect, LLC, though this business is not currently active. Vanguard Advisers provides automated and human-supported investment advice 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, largely Vanguard fund-based portfolios, serving a large client base through a combined digital and team servicing platform.

Rob Lotz is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. In this capacity, he partners with clients to develop customized financial plans aimed at helping them achieve their unique goals. His approach centers on being a trusted advisor to assist clients in managing their wealth effectively. Rob has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently Vice President, Wealth Planner. This experience has provided him with a broad understanding of financial planning and investment strategies. Outside of his professional responsibilities, Rob enjoys activities such as spending time at the beach, family activities, golf, surfing, and parenthood.

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.

Randy Johnson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch, and Wells Fargo. In addition to his advisory work, he is involved in a non-variable insurance agency based in Huntersville, NC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, model portfolio programs, third-party asset management, and brokerage and insurance products through its integrated platform.

Amy Sigmon is a financial advisor with Wells Fargo Clearing in Davidson, NC, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. 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.

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. Before joining Merrill, he worked in various roles including at Central Piedmont Community College and multiple service and food industry positions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s corporate platform, offering access to a wider set of financial products and services.

Tyler Crawford is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Fifth Third Bank, and The Vanguard Group, as well as positions in educational institutions. He has worked in the Charlotte, NC area throughout his career. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and uses research and analytics from Wells Fargo Investment Institute alongside third-party data to inform its investment approach.

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 at Merrill with 12 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she holds power of attorney for a non-investment-related entity. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and corporate fiduciaries.

Lane Henry is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he worked at Bank of America for three years and has experience consulting for The House Mountain Group, LLC. Outside of finance, he provides dog walking and house sitting services in Seattle. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of 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.