Anthony Campbell is a financial advisor at Merrill with Series 63 and Series 66 designations and four years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company, Wells Fargo, and Ally. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Frederick is a financial advisor with Vanguard Advisers in Charlotte, NC, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Corbett Road Wealth Management, Spire Investment Partners, Rather & Kittrell, and Centurion Wealth Management. He is currently employed by The Vanguard Group and its affiliated entities. 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Heather Lee is a financial advisor with Ameriprise in Charlotte, NC, holding the Series 66 designation and 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver research-based, tax-efficient recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Grant Keenan is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Keenan manages a family equipment rental business specializing in logistics and seasonal delivery. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, serving a large client base through digital and team-based servicing models.

Jack Kuhlman is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services LLC, BMO Harris Bank, and the Lenny Conklin State Farm Agency among other firms. 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 employs a research-driven approach to portfolio construction and offers both brokerage and advisory solutions across a broad range of financial products.

Jacob Rhoads is a Financial Advisor at Merrill Lynch Wealth Management. He partners with professionals to connect planning, investments, and broader financial resources into one cohesive strategy. His work focuses on supporting clients as they approach or navigate important financial decisions tied to career changes, retirement timing, or consolidating investment accounts. Jacob brings structure and clarity to complex financial situations to help align decisions with long-term goals and priorities. His expertise covers a range of areas including education planning, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, and tax minimization. Jacob's approach is personal and straightforward, emphasizing clear, practical financial plans designed to support confident long-term decision making without unnecessary complexity. Jacob holds a Bachelor's Degree from the University of South Carolina and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he enjoys cooking, golfing, reading, skiing, spending time with his family, and watching movies.

Sarah Schweppe is a CFP®-certified financial advisor with Wells Fargo Clearing in Charlotte, NC, where she has worked for 10 years and has 12 years of industry experience overall. She holds a Series 66 license. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm utilizes research and analytics to guide diversification and portfolio construction while offering a broad range of financial products through affiliated entities.

Stephen Duckett is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals, families, professionals, and business owners in making confident financial decisions through personalized wealth management and goal-based planning. Since joining Merrill in May 2024, he has focused on developing customized strategies around wealth accumulation, retirement planning, investment management, risk management, and legacy planning. With over a decade of experience in financial services, including advisory roles at Worth Advisors, Wells Fargo Advisors, and UBS Financial Services, Stephen has developed a disciplined and client-centered approach. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Christian Brothers University after attending Xavier University in Ohio. Stephen is originally from Memphis and now resides in Charlotte. Outside of his professional life, Stephen has community involvement with Junior Achievement of Memphis. He enjoys activities such as golf, travel, fitness, exploring new restaurants, and spending time with his dog, Jax.

Ryan Sochacki is a financial advisor with Morgan Stanley in Cornelius, NC, holding a Series 63 designation and having 21 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory and financial planning services. The firm employs structured planning tools and offers a broad range of investment programs, managing approximately $2.74 trillion in client assets.

Sean Gelband is a financial advisor with Vanguard Advisers in Charlotte, NC. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and Valet King Florida. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high client-to-advisor ratio.

David Feldmiller Jr. is a CFP® with 12 years of industry experience currently serving at Vanguard Advisers. He has worked with various entities within the Vanguard organization since 2014, including Vanguard Marketing Corporation and The Vanguard Group, Inc. His tenure at Vanguard Advisers spans 10 years. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Will Hornbeck is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Charlotte, NC. He has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Previously, he worked at Bogart Wealth and has experience outside finance, including a role at Coastal Cravings Steak and Seafood. 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 and offers portfolios primarily composed of Vanguard funds and ETFs.

Joseph Di Lauro is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding a Series 63 designation and beginning his industry career in 2026. Prior to joining Wells Fargo Clearing, his work experience includes roles at DiSys and Granby Fitness, as well as employment at Walmart and involvement with the YMCA of Upper Palmetto. 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 combines brokerage and advisory solutions, utilizing research and diversification principles in its investment approach.

Brody Rowan is a financial advisor at Merrill with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Target, LPL Financial LLC, Northwest Bank, and positions unrelated to finance such as at Penn State Libraries and Bemus Point Schools. 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 investors, pension plans, corporations, and charitable organizations.

Andrew Howe is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, GCG Wealth Management, and Securian Financial Services. Outside of his advisory role, he also acts as an insurance agent offering fixed insurance products and annuities through GCG Wealth Management. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing various tools and strategies across a broad spectrum of program offerings.

La Quinta Paige is a financial advisor at Ameriprise with six years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at Wells Fargo, The Vanguard Group, and Us Tech Solutions. Outside of finance, she has been involved with Jireh Juices LLC and a nonprofit called Blessed to be a Blessing. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that emphasizes tax-aware withdrawal strategies and dependable income sources for clients near or in retirement. The firm’s approach incorporates investment research, third-party data, and algorithmic tools, with a focus on managed account assets and an affiliated product ecosystem.

Gregory Cherry Jr. is a financial advisor at Cambridge Investment Research Advisors with 12 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 65 and Series 63 licenses. His prior experience includes roles at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, Inc. He has served as president of the Rotary Club of Gastonia and holds board positions with the United Way of Gaston County, Living Hope Church, and the Boys and Girls Club of Greater Gaston. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management through various platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Kyle Holloway is a financial advisor with Merrill based in Charlotte, NC, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill since 2016 and Bank of America, N.A. since 2017. Outside of his advisory work, Holloway serves as an intelligence analyst with the South Carolina State Guard. 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 both model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Garrett Snyder is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding a Series 66 designation. He has less than one year of industry experience, previously working at Merrill and several other organizations including Skybrook Golf Club and Asset Living. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Christina Blackmon is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.