Saher Khan is a financial advisor with Charles Schwab in Charlotte, NC, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and multiple positions within the Truist and SunTrust organizations. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by multi-asset portfolios and centralized operational infrastructure.

Kelly Cutler is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Kelly has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wachovia Bank, N.A. Kelly is based in Mooresville, 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 process is driven by investment policy statements and modern portfolio theory, with a broader range of financial product options than typical for large institutional advisers.

Craig Burtis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Wells Fargo Advisors LLC since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Vetack is a financial advisor with LPL Financial in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and various investment strategies.

Danna Nealon is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. She previously worked at Bank of America and Merrill from 2016 to 2018. Outside of her advisory role, Nealon serves as treasurer for the Preston at the Lake Homeowners Association, where she manages bookkeeping responsibilities. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, pension plans, charities, trusts, and estates. The firm offers tailored investment strategies through various platforms and proprietary model strategies, with a network of independent financial professionals.

Kevin Floyd is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 Wells Fargo Investment Institute and third-party sources.

Arnold Rosales is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2016. Prior to that, he worked at PNC Investments for one year. Outside of finance, Rosales owns and operates Method Entertainment LLC, a weekend party DJ service based 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 supported by internal and third-party managers and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeth Zook is a Series 66-licensed financial advisor with Merrill, based in Charlotte, NC, and has six years of industry experience. Prior to joining Merrill in 2020, she worked for 16 years at Carruthers & Roth, PA. She is also involved in an online bedding retail business, Thomas Lee Ltd., which she co-owns with her husband. 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.

Latasha Phillips is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has been with Wells Fargo since 2014, initially at Wells Fargo Advisors before joining Wells Fargo Clearing. Outside of advising, she owns Tatiz Treasures and Logiztiks Inc., a company that connects shippers with drivers and carriers. 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.

Robert Kelley is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2014. Outside of his advisory role, he has been involved with Rotounderworld LLC (Playerprofiler.com) since 2019 and served with the Central Virginia Football Officials Association from 2017 to 2021. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including specialized areas such as business-owner transition and sports & entertainment planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Samantha Roberts is a financial advisor at Merrill with eight years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Truist Investment Services, Truist Advisory Services, Wells Fargo Clearing Services, and Wells Fargo Bank. Her background also includes a position at Gaston College. 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, and institutional investors.

Kevon Purnell is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2018 to 2025. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to evaluate investment options.

Kristopher Burnham is a financial advisor at Merrill with 21 years of industry experience. He holds Series 65 and Series 66 credentials and has been with Merrill since 2013. 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 and profit-sharing plans, corporations, and charitable organizations.

Randy Mc Leod is a Series 66-credentialed financial advisor at Ameriprise with seven years of industry experience. His prior roles include positions at Merrill, Morgan Stanley, LPL Financial, Nike, AXA Equitable, and The Hartford Insurance Group. He is also involved in event planning and marketing through a side business called 4TheCLTure. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies. The firm’s approach combines its own investment research with third-party data and algorithmic tools to provide tailored recommendations.

Emilio Raymond is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and eight years of industry experience. He has been affiliated with Merrill since 2017 and concurrently with Bank of America since 2018. Outside of his advisory role, he holds a power of attorney position for a family member. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Austin George is a Financial Advisor with Merrill Lynch Wealth Management, where he has been registered since 2020. He focuses on personalized wealth management, retirement planning, and investment strategies tailored to meet the unique needs of his clients. Austin works to help clients achieve their financial goals through comprehensive services including education planning, legacy planning, liquidity management, managing new wealth, philanthropic planning, portfolio management, and both individual and corporate investment strategies. Austin grew up in the Charlotte area and attended Lake Norman High School. He graduated from the College of Charleston on a baseball scholarship, earning a bachelor's degree. He holds professional designations as a Personal Investment Advisor (PIA) and as a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Austin enjoys watching sports, fishing, and boating.

Asif Akand is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Royal Bank of Canada, and Bank of Nova Scotia. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide investment recommendations.

Elizabeth Heiligenthaler is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Securities America, Inc., DHFS Wealth Management, Investacorp, and First Allied Securities, Inc. She is also a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of advisors. The firm offers comprehensive financial planning, various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches and a range of research and portfolio management strategies.

Andrew Walter is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and SSN Advisory, Inc. Walter is also involved in the independent sale and servicing of fixed life insurance and fixed annuity contracts. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers a range of integrated brokerage and advisory services with a portfolio construction approach that includes various asset classes and both discretionary and non-discretionary management options.

Brian Fisher is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds the Series 65 designation and has been in the industry since 2026. Prior to joining Raymond James, he worked at Foresight Sports for four years and IZEA for eleven years. Fisher is a minority owner of Neoteric Brewing, a brewery based in Huntersville, NC. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.