Daniel Wimer is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he and his team provide a wealth management plan centered around the client and their family, employing a concierge service model supported by the resources of Merrill and Bank of America. Daniel specializes in serving high-income clients with increasing financial complexity, focusing on tax-smart investing and wealth management planning. Daniel holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Temple University's Fox School of Business and completed the CFP® Educational Program at Wake Forest University School of Professional Studies. His expertise includes corporate benefits, executive compensation, equity compensation services, personal retirement planning, women and wealth, tax minimization, and retirement income. Daniel lives in Fort Mill with his wife and their three children. His personal interests include cooking, spending time with family and friends, exploring Charlotte's food and drink scene, playing and practicing golf, traveling to the west coast, and following sports such as the PGA Tour and his hometown Steelers.

Adam Taff is a financial advisor at MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation with 14 years of industry experience. He has been with MassMutual and its affiliated entities since 2011. Outside of his advisory role, he is involved in consulting on executive benefits recordkeeping and compliance through RFG Consulting, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements that incorporate firm-approved analytical tools.

Adam Bohlen is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at Financial Resources Group, Infinex Investments, Inc., and earlier service at LPL Financial. Outside of advisory work, he was involved with Ming Entertainment Group LLC and operated Curves For Women for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives. The firm offers a range of investment programs and incorporates both discretionary and non-discretionary management strategies, supported by research and operational tools.

Michael Lenahan is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2017 and previously worked at the University of North Carolina at Chapel Hill from 2015 to 2017. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a large network of investment adviser representatives.

Owen Berry is a CFP® and ChFC® with 16 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at Commonwealth Financial Network and American Portfolios Financial Services. Outside of his advisory role, he owns Libra Financial Group, LLC, which facilitates securities, advisory, and insurance business activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Alison Rowe Iglehart is a financial advisor with Robert W. Baird & Co. Inc. in Davidson, NC, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Robert W. Baird since 2010. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Toni Clarke is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2019. Prior to that, she was with Michelle Heide & Associates and Ameriprise Financial Services, Inc. from 2013 to 2019. Outside of her advisory role, Clarke is a part-time, nonpaying member of the Italian American Heritage Club of Hunterdon County, a charitable organization. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Timothy Heilferty is a financial advisor with Ameriprise in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Bank of America, Merrill, Edward Jones, and Integrity Viking Funds. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendations and ongoing advice.

Emily Dannenhoffer is a financial advisor at UBS Financial Services with eight years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Bridgewater Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering a range of services including portfolio management, financial planning, and capital markets activities.

Caleb Cheyney is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans that align with their unique goals and priorities, focusing on areas such as retirement planning, portfolio management, tax minimization, and special needs planning strategies. Caleb leverages the resources of Merrill and Bank of America to assist federal employees, medical professionals, and business leaders in preparing for well-structured retirements. Caleb holds a Bachelor's Degree from the University of North Carolina System and is a Certified Financial Planner (CFP) as well as a Personal Investment Advisor (PIA). His approach emphasizes understanding clients' individual circumstances and providing clear, disciplined guidance to help them manage their financial futures confidently. Outside of his professional work, Caleb enjoys basketball, football, music, pickleball, and spending time with his family. He is also involved in the community through his participation with Niner United at UNC Charlotte.

Charlene Hall is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1990. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with a wrap-fee structure and a focus on curated investment models.

Joseph Marano is a financial advisor at Edward Jones in Matthews, NC, holding a Series 66 designation with 12 years of industry experience, all spent at Edward Jones since 2014. He serves as a board member for Mount Moriah Church's child development center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Kelsey Thomas is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at Commonwealth Financial Network and Canaccord Genuity LLC. Outside of her advisory work, Thomas operates a dog sitting and walking business as a sole proprietor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment programs and utilizes technology tools to support advisors in managing discretionary and non-discretionary client portfolios.

Seth Hauser is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2018, following a one-year tenure at UBS Financial Services and four years at the University of North Carolina at Chapel Hill. 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, including tailored financial planning supported by firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Salvatore Bria is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with clients to develop sound financial plans aimed at improving their financial futures, supported by Fidelity's client-focused culture and extensive tools and resources. His approach involves collaborating with clients to achieve their financial goals, a process he finds personally satisfying. Salvatore has accumulated extensive experience in the financial services industry, with roles including Wealth Management Advisor at TIAA from 2013 to 2020, Planning and Guidance Consultant at Fidelity Investments from 2011 to 2013, Workplace Consultant at Diversified Investments from 2010 to 2011, Financial Advisor at Valic from 2009 to 2010, and Tax-Exempt Retirement Consultant at Fidelity Investments from 2006 to 2009.

William Miller is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Ameriprise in Charlotte, NC. He has held prior roles at Truist Advisory Services, Truist Investment Services, The Huntington Investment Company, and The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Julia Happel is a financial advisor at Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses with five years of industry experience. Her work history includes roles at Wells Fargo Clearing Services and TD Ameritrade. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products and services.

Christin Kneeland is a financial advisor with LPL Financial in Fort Mill, SC, holding a Series 66 designation and nine years of industry experience. She previously worked at Commonwealth Financial Network for 11 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors, utilizing various models and proprietary research tools.

Andrey Shchegolev is a CFA® charterholder with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has been with Wells Fargo Bank since 2006. Outside of his financial advisory work, he serves as treasurer for the Brooks Homeowners Association in Monroe, NC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research from Wells Fargo Investment Institute and third-party databases to support its investment approach.

Mitchell Stewart is a financial advisor at Merrill based in Charlotte, NC, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Principal Securities, Inc. and Principal Life Insurance Company. Outside of finance, he has experience in event planning and was involved with Show Stopping Event Planning from 2020 to 2022. 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 for a diverse client base including individuals, high-net-worth clients, and institutions.