Michelle Staten is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and six years of industry experience. She has held roles at Bank of America and Merrill Lynch from 2019 to 2022, and has been associated with Merrill since 2001. Outside of her advisory work, Staten serves as chief judge for a local election precinct and is a member of the finance council at Holy Redeemer Catholic Church. 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 clients including individuals, high-net-worth clients, and institutions.

Jeffrey Gill is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Time Inc. from 2007 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Davis Fox is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill, he worked at Wells Fargo Clearing Services and held roles at several other companies including ACV Auctions and Aura. He also has experience working with the Town of Mattapoisett Recreation and Public Schools. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vincent Papais is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked in property management and real estate-related roles at MYND Property Management and Roofstock, as well as in retail and hospitality positions. 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, and various institutional accounts.

Andrew Bascom is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Wells Fargo Bank, Better Mortgage, and CitiBank among other roles. Outside of his financial career, Bascom serves as the head coach of the men’s varsity lacrosse team at Myers Park High School in Charlotte, NC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Glenn Slezak is a financial advisor at Edward Jones with four years of industry experience and holds a Series 66 designation. His previous roles include positions at Homepoint Financial, ResiCentral, Oxford Solutions, and Allen & Newman, PLLC. He is based in Stanley, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Taylor Root is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with eight years of industry experience. Taylor previously worked at Bank of America, N.A. and has experience dating back to a role at the University of South Carolina. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by its internal Chief Investment Office and third-party managers.

Montserrat Mendez Prudente is a financial advisor with Equitable Advisors based in Charlotte, NC, holding a Series 66 designation and four years of industry experience. She has held various roles including catering manager at Noble Smoke and involvement with The Association of Latino Professionals for America, where she serves as Chief of Staff to the Treasurer. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm offers a variety of advisory models supported by third-party asset managers and focuses on matching clients to appropriate program models based on their personal and plan information.

James Fill is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their individual goals, focusing on a collaborative approach that considers each client's full financial picture, risk tolerance, liquidity needs, and long-term objectives. James has expertise in corporate executive services, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Ohio State University. In addition to his professional work, James participates in community volunteer activities in line with Merrill’s tradition. His personal interests include baseball, basketball, football, golfing, pickleball, and spending time with his family.

Andrew Shore is a financial advisor at Ameriprise Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses with 21 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wachovia Bank, N.A., spanning nearly two decades before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement-income planning through its Ameriprise Premier Retirement Income service, which delivers tailored recommendation reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Brent Reynolds is a CFP® and holds a Series 66 designation, with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years at Verizon Wireless. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ian Klass is a financial advisor at Merrill with 24 years of industry experience and holds a Series 66 designation. He has been with Merrill since 2010. 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 for individuals, high-net-worth clients, and institutions.

Scott Allerton is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and has eight years of industry experience. He has worked at Wells Fargo since 2018 and previously held positions at Santander Securities LLC and Santander Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Christopher Overton is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Fidelity Investments and has prior experience at Bank of America, Merrill, Citizens Bank, and PNC Bank. Outside of his advisory role, he serves as an athlete agent for the National Football League Players Association, assisting clients in securing professional athletic employment. He works with Strategic Advisers LLC, a Fidelity Investments company, which provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model portfolios across various platforms.

Steven Looser is a financial advisor with LPL Financial in Davidson, North Carolina. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including over a decade with LPL Financial and a year at Edward Jones. Looser operates under the DBA The Looser Financial 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 its extensive network of investment adviser representatives.

Teresa Chapman is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery tools and proprietary investment models.

Gonzalo Luzuriaga is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2019, and previously held positions at Sharonview Federal Credit Union and Truliant Federal Credit Union. 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 offers both brokerage and advisory solutions.

Thomas Oddo is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 40 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1991 and has operated Oddo Financial Services since 2005. In addition to his advisory work, he serves as a professor at Davidson College. 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 clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Merinda Powers is a financial advisor with Wells Fargo Clearing in Charlotte, NC. She holds Series 63 and Series 65 designations and has one year of industry experience. Previously, she has been associated with Wells Fargo Bank, NA since 2014. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Louis Maier V is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, he held various roles including teaching at Clemson University and other educational institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.