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.

Steven Jensen is a financial advisor with Stifel in Charlotte, NC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked at Equitable Distributors, LLC and AXA-related firms. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services that emphasize proprietary investment analysis and asset allocation guidance developed by its Investment Strategy Group.

Daniel Gillette is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill since 2009 and previously worked at Morgan Stanley & Co. LLC. 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, institutional plans, corporations, and charitable organizations.

Yuval Ezer is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently a financial advisor at UBS Financial Services and has held previous roles at Foster Victor Wealth Advisors, ACS Industries, and Wealth Enhancement Group. Outside of his advisory work, he serves as an advisory board member at ACS Industries, a manufacturing firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management offerings, including market-making, underwriting, and affiliated banking services.

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 at LPL Enterprise with two years of industry experience. He holds a Series 66 designation and has previously worked with The Prudential Insurance Company of America and Pruco Securities LLC. In addition to his advisory role, Webb is involved with financial planning activities through various affiliated entities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities. The firm uses model-driven portfolios and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Ivan Mata is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank NA since 2013. Based in Charlotte, NC, he offers services through a major national securities firm. Wells Fargo Advisors 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 brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

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.

Wade Bell is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Truist. 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 substantial assets and utilizes research from the Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Sabrina Brathwaite is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over nine years of experience in financial services, focusing primarily on retirement planning for individuals, small businesses, and company retirement plans. Sabrina plays a key role in organizing and integrating clients into the Merrill Wealth Management process. Her expertise encompasses areas such as family wealth management strategies, legacy planning, education planning, employee benefits planning, socially responsible investing, and women and wealth. Sabrina has earned multiple professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Sabrina earned both her Bachelor's and Master's degrees from Winthrop University. Beyond her professional work, she is actively involved in her community through organizations such as Delta Sigma Theta Public Service Sorority Incorporated, Good Friends Charlotte, Mint Museum Auxiliary, Phoenix Montessori Academy, and YWCA Charlotte. She also serves on boards including Good Friends Charlotte, Phoenix Montessori, the Winthrop University College of Business Advisory Council, and the YWCA Endowment Advisory Council.

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® with 38 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Nationwide Securities, Nationwide Financial Network, and 1717 Capital Management. In addition to his advisory work, he owns and operates several insurance and benefits businesses in Charlotte, NC. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals.

Benjamin Davis is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, following prior roles at Equitable Advisors and Davidson College. Outside of his advisory work, he has been involved with Alternative Health Distributions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 licenses and 34 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 32 years prior to joining OSAIC in 2025. Dekrafft is also involved in insurance-related activities, including offering fixed and indexed annuities and other insurance products. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, and it is notable for its scale, complex affiliate network, and recent consolidation activity.

David Renko is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Raymond James Financial Services, Morgan Stanley, Citigroup Global Markets, and Avantax Advisory Services. Outside of advising, he is involved in real estate investments and rental property management as a part owner. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to affiliated and third-party managers.

Timothy Townsend is a financial advisor with Ameriprise in Charlotte, NC. He holds a Series 66 designation and has been in the industry since 2025, with prior experience at firms including The Baldwin Group and Principal Securities, Inc. Outside of finance, he previously worked at X-Golf and the Folly Beach Chair Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

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.