Donald Sutherland is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 from Wells Fargo Investment Institute and third-party data.

Diedrich Oglesbee Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he provides financial advice and services to clients, focusing on wealth management strategies. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). Diedrich is a graduate of Roanoke College, where he earned a Bachelor's Degree. Details about his specific areas of expertise, experience history, and personal interests are not provided in the available data.

John Morfesi is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He worked at Wells Fargo Clearing from 2016 to 2021 before joining Merrill in 2021. 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.

Jennifer Hulighan is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to her current role, she worked in educational settings, including positions at Sharon Presbyterian Weekday School and Charlotte Country Day School. Outside of finance, she is an independent travel consultant specializing in Disney-related travel through Academy Travel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Malcolm Mayer is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he serves as trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining fiduciary financial planning with discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and capital market insights.

Glenda Mcconneghey is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and bringing 39 years of industry experience. She has been with Merrill since 2016 and has concurrent work experience at CarMax Inc since 2012. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Peter Vandyk is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. His prior roles include positions at Waddell & Reed, Century Securities Associates, and Stifel Nicolaus. 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 from Wells Fargo Investment Institute and third-party databases.

Parker Joe Robinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at UBS, Goldman Sachs, Guggenheim Securities, and Harris Williams & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment approach combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG eligibility frameworks.

Jeremy Mcpherson is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Morgan Stanley in 2023, he worked for UBS Financial Services for 15 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outcome modeling.

John Mcauley III is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 15 years with Sterling Capital Management LLC and Sterling Capital Distributors, Inc., where he served as Head of Intermediary Distribution and Marketing and Managing Director. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed accounts, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies along with internal research and tools, including artificial intelligence.

Clayton Scholand is a financial advisor with UBS Financial Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on a committee at Mallard Creek Presbyterian Church that reviews financial statements and advises on spending. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients.

Brooke Stephens is a financial advisor with RBC Capital Markets in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked at firms including City National Bank and The Vanguard Group. Outside of her advisory role, she is involved in non-variable insurance sales. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning services through various advisory programs, integrating in-house and third-party investment managers with options for tax management and responsible investing.

Brant Hinckley is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2007. He is also a life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning using firm-approved analytical tools and delivers recommendations through ongoing annual engagements.

Christopher Knox is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and has four years of industry experience. He has worked with firms including Securities America Advisors and Advisor Group, Inc. Outside of his advisory role, he serves as a senior advisor consultant for Highland Capital Brokerage, where he wholesales fixed annuity insurance and recruits financial and insurance professionals. OSAIC serves a diverse client base ranging from individual investors to institutional and corporate clients, offering brokerage and advisory services across multiple financial programs. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supported by various tools and strategies, with a platform notable for its scale and affiliate network.

Benjamin Mcclelland is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and The Vanguard Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor investment plans to clients' goals.

Tanner Howell is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 credential and with one year of industry experience. His prior roles include positions at Equitable Advisors, LLC and Bank of America, N.A. He has also worked in several non-financial roles, including at Sullivans Steakhouse and Extreme Ski. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Dustin De Feo is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is also involved in part-time bartending and has operated the Bad Bean Baja Grill for over a decade. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Brian Wood is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 65 designation and has worked at various Wells Fargo entities since 2016, including Wells Fargo Investment Institute. 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 provides brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Joy Kenefick is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charlotte, NC, where she has worked since 2016. She has 28 years of experience in the industry. Kenefick serves as a board member of the Greater Charlotte Cultural Trust, beginning in 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

James Ball is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Woodbury Financial Services. He also serves as Executive Vice President and Compliance Director at GCG Wealth Management, where he manages compliance and operations. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment approach centered on model-based asset allocation and portfolio optimization.