Shalimar Meredith is a financial advisor at Ameriprise with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and previously worked for LPL Financial for 10 years. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Daniel Gillette is a Series 66 licensed financial advisor with Merrill in Charlotte, NC, having 18 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. since 2008. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yuval Ezer is a CFA® charterholder and Series 66 licensee with three years of industry experience. He currently serves as a financial advisor at UBS Financial Services and has held prior roles at Foster Victor Wealth Advisors and Wealth Enhancement Group LLC. Outside of his advisory work, he is an advisory board member for ACS Industries, a manufacturing firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and capital market insights with wealth management services and institutional trading capabilities.

Jackson Spires is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience. His prior roles include positions at Truffles, DoorDash, and the University of Alabama. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services along with model portfolios.

John Ager is a CFP® certificant with over 31 years of experience in financial services. He has been associated with Raymond James Financial Services Advisors Inc. since 2013. In addition to his advisory role, he owns Ager Financial Corporation, a support company based in Charlotte, NC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified client base, including individuals, high-net-worth clients, and institutional entities. The firm uses analytical tools such as risk profiling and probabilistic modeling to tailor non-discretionary planning and consulting to client goals.

Douglas Webb is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and West Marine, alongside teaching experience at the University of South Carolina and Dutch Fork High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Ivan Mata is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2013. Mata is based 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Carol Reynolds is a financial advisor at Morgan Stanley in Charlotte, NC, with 33 years of industry experience. She has been with Morgan Stanley since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm emphasizes structured financial planning and offers a broad range of investment products and services.

Sabrina Brathwaite is a Senior Financial Advisor at Merrill Lynch Wealth Management and one of the founding members of BFGvU Partners. She specializes in retirement planning, working with individuals, small businesses, and company retirement plans. Sabrina plays a major role in streamlining, organizing, and integrating clients into the Merrill Wealth Management Process, drawing on over nine years of experience with the firm. Sabrina holds a Bachelor's degree and a Master's degree in Business Administration from Winthrop University. She has earned multiple professional designations, including the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her expertise encompasses family wealth management strategies, legacy planning, divorce transition planning, and socially responsible investing, among other areas. She is active in community organizations such as Delta Sigma Theta Public Service Sorority Incorporated, Good Friends Charlotte, the Mint Museum Auxiliary, Phoenix Montessori Academy, and YWCA Charlotte. Sabrina lives in the Lake Norman area of Charlotte with her son and fiancée.

Johnathan Dungan is a financial advisor with Wells Fargo Clearing in Charlotte, NC. He holds the Series 66 designation and has one year of industry experience, including prior roles at Atlas Investment Management of Nest Capital and the University of North Carolina at Wilmington. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment approach.

Timothy Hausmann is a CFP® professional with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes extensive tenures at Nationwide Securities, Inc. and Nationwide Financial Network, among other firms. He also operates multiple insurance and benefits businesses in the Charlotte, NC area. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services. The firm supports a range of investment strategies through various custody platforms and offers both proprietary and third-party model portfolios.

Benjamin Davis is a financial advisor with LPL Financial in Charlotte, NC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and Alternative Health Distributions. Davis also has work experience at Davidson College and in the food service industry with Chicken Salad Chick. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to models and research from multiple sources.

Kelsey Long is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones and Cambridge Investment Research, Inc. Outside of finance, she has experience working in the hospitality sector, including at Barleys Taproom and Pizzeria and Horns Home and Garden. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Trevor Wilson is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Edward Jones, Liberty Mutual, and CST Management, where he also owns a cleaning service business. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven approach and provides both brokerage and advisory solutions, supported by Wells Fargo Investment Institute analytics.

Charles Dekrafft II is a financial advisor with OSAIC in Charlotte, NC, holding Series 63 and Series 65 credentials and with 34 years of industry experience. He spent 32 years at Lincoln Financial Advisors Corporation before joining OSAIC in 2025. Outside of his advisory role, he is involved in the solicitation and placement of various insurance and annuity products. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a broad network of advisors, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to tailor portfolios that can include a range of investment vehicles.

David Renko is a financial advisor at Cetera with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. His prior roles include positions at Raymond James Financial Services, Morgan Stanley, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments as a part owner in rental properties. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers diverse portfolio management options, financial planning, and access to various third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Christopher Grady is a Senior Financial Advisor at Merrill Lynch Wealth Management, currently serving at Ellison Kibler. He joined Merrill in 2018, bringing experience from a prior career in banking and distinguished service in the Army Special Forces as a former Green Beret with the 7th Special Forces Group (Airborne). Chris focuses on creating personalized wealth management strategies to help clients pursue their long-term financial goals. His expertise covers areas such as college education planning, executive compensation, family wealth management, tax minimization, and more. He works closely with clients to navigate complex financial decisions through dedicated advice and service. He earned a bachelor's degree from Randolph-Macon College and holds the Personal Investment Advisor (PIA) professional designation. Christopher lives in Charlotte, North Carolina, where he participates in community organizations including the Catholic Diocese of Charlotte and supports events such as the Elite Meet at Holy Trinity Middle School.

Andrea Walser is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and three years of industry experience. Prior to joining Vanguard in 2026, she worked at Quantexa, Inc. for five years and spent extensive time at Merrill and Bank of America Securities. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, and manages a large client base through a scalable digital platform.

Mark Davey is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. He serves on the investment advisory committee for the Delta Chi Educational Foundation, which manages funds used for scholarships and other educational needs. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Cortney Fluegeman serves as Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 2006, progressing through various roles including Vice President Regional Planning Consultant and Vice President Financial Consultant. With over two decades of industry experience, she focuses on delivering thoughtful guidance and personalized wealth planning aligned with clients' values and goals. Her professional journey at Fidelity encompasses a wide range of financial advisory roles, demonstrating a commitment to trusted insight and building lasting relationships with clients. Cortney emphasizes the importance of understanding what matters most to clients and their families in wealth planning. Outside of her professional work, Cortney enjoys activities such as camping, attending concerts, exploring culinary interests, golfing, hiking, and traveling.