Jake Gusler is a financial advisor at Merrill with a Series 66 designation and has one year of industry experience. Prior to joining Merrill, he held various positions including roles at Brew Movers, Winthrop University, and Carolina TIKI. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Frye is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of North Carolina System and maintains several professional designations and certifications, including Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise centers on providing tailored financial planning to help clients achieve their personal and family goals with transparency and simplicity. Outside of his professional work, Robert enjoys spending time with his family and engaging in activities such as baseball, basketball, boating, football, golfing, music, scuba diving, softball, and volleyball.

William Parker is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Investment Management Services, Quantitative Management Associates, and Lord, Abbett & Co. LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Thomas Aronson is a Financial Advisor with Merrill Lynch Wealth Management, where he provides personal wealth management and advisory services to individuals and families. He specializes in helping clients manage investments, retirement planning, banking, lending, estate considerations, and other interconnected financial priorities to support their broader financial goals. Thomas holds a Bachelor's Degree from Clemson University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on long-term collaboration, tailoring personalized financial strategies that adapt as clients' lives and financial circumstances evolve. Outside of his professional work, Thomas enjoys billiards, football, golfing, pickleball, running, and spending time with his family.

Richard Moll is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop personalized financial strategies tailored to their specific goals, including wealth building, retirement planning, and legacy creation. Richard's approach centers on understanding clients' priorities and providing ongoing guidance to navigate financial complexities. Richard holds a Bachelor's degree in Finance from the University of North Carolina at Charlotte and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise covers areas such as college education planning, family wealth management, retirement income, and tax minimization. Outside of his professional work, Richard enjoys cooking, football, golfing, soccer, spending time with his family, and watching movies.

Rodney Steve is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He previously worked at The Vanguard Group for 18 years and spent two years at Drexel University. Outside of his advisory role, he serves as a board member for Caterpillar Ministries, contributing to strategic planning and organizational governance. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wagner is a financial advisor at Osaic Wealth Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, Bank of America, Merrill, Morgan Stanley, and Legg Mason Wood Walker. Wagner serves as president of the Myers Park High School Mustang Club and owns Elite Edge Athlete Solutions, which provides financial education to college athletes and their families. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform that offers brokerage and advisory services, including financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Anthony Morea is a financial advisor with Wells Fargo Advisors in Charlotte, NC, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked at Wells Fargo Advisors Financial Network since 2026 and previously held roles at Wells Fargo Clearing Services, The Vanguard Group, Inc., and Scottrade, Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of planning services and integrates advisory services with other financial product sales and referral channels.

Gary Samuelson is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs, while maintaining separate planning and investment services.

Isabella Xenakis is a Series 66-licensed financial advisor with one year of industry experience, currently with OSAIC in Charlotte, NC. Her prior experience includes roles at GCG Wealth Management and Shop SXC, as well as employment with Steve Madden and the College of Charleston. She also serves as a business manager for GCG Wealth Management, LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization and is known for its scale, affiliate network, and recent consolidation activities.

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 based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has been with Wachovia Bank, N.A. since 2007. 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 research-driven investment approaches with a range of brokerage and advisory solutions.

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 credentials and bringing 34 years of industry experience. His prior work includes positions at Merrill and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Danna Nealon is a CFP® professional with nine years of industry experience, currently serving as an 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 in Cornelius, NC, where she maintains bookkeeping. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Vincent Lopopolo is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses. He has been with Vanguard since 2026 and previously held positions at Fidelity Investments and Archstone Financial. His background also includes roles outside finance, such as work with Blackstone National Golf Club and involvement in several small businesses. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach, primarily utilizing Vanguard funds and ETFs, with options for tax-aware strategies and portfolio customization.

Kevin Floyd is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He 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, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Arnold Rosales is a financial advisor with Merrill in Charlotte, NC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Bank of America, PNC Wealth Management, LPL Financial, and Wells Fargo Clearing. Outside of finance, he owns and operates Method Entertainment LLC, a weekend party DJ service. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutional investors with model-based and discretionary investment strategies.

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 at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo since 2016. Outside of her advisory role, she owns Tatiz Treazures and LogiztikS Inc., a company that connects shippers with drivers and carriers. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions.