Charles Lupton is a Series 66-credentialed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at Uber Technologies, Residences at The Little Nell, and several other companies across varied industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management with a focus on combining fundamental research and quantitative analysis through systematic, algorithm-driven methodologies.

Tiffany Guarino is a financial advisor at Raymond James Financial with a Series 65 credential and three years of industry experience. She previously worked at Cornerstone Wealth Group for six years. Outside of her advisory role, she is employed at Williamson Wealth Group in client relations and office administration. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses a tailored, non-discretionary planning approach supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Charu Priya Karunakaran is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo in various roles since 2016. 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 uses research and analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Hannah Terselic is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. She has worked at Merrill since 2019 and previously was with Fidelity Institutional from 2017 to 2019. Prior to entering finance, she was employed in educational roles at Santa Fe Community College and Socorro Consolidated Schools. 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, and institutional investors.

Richard Schmidt is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 50 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1996. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from multiple sources alongside various portfolio management options.

Dominique Vercaemert is a financial advisor at Cambridge Investment Research Advisors with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2012. Vercaemert is also president and CEO of VALTA, Inc., a company focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing access to both proprietary and third-party investment strategies across multiple platform arrangements.

Andrew Harpp is a Series 66-licensed financial advisor at Wells Fargo Advisors with 17 years of industry experience. He previously worked at LPL Financial LLC for six years and UBS Financial Services Inc for seven years. Based in Charlotte, NC, he joined Wells Fargo Advisors in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Edward Conway is a financial advisor with Primerica Advisors in Huntersville, NC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure distinct from fixed-fee billing options.

Zachary Shelly is a financial advisor at Wells Fargo Clearing with credentials including Series 63 and Series 65, and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 an expanded investment menu that includes insurance-related vehicles and bank deposit sweep options.

John Zimmerlink is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 14 years of industry experience. He has been with Merrill since 2010 and also works with Bank of America, N.A. since 2012. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

William Payne is a Series 66-licensed financial advisor with Edward Jones in Denver, NC, with 17 years of industry experience. He has worked at Edward Jones since 2020 and previously held positions at BB&T Investments and BB&T Securities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Elizabeth Bartunek is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2015 and is also involved as an online fitness coach with Beachbody. Outside of finance, she is a part-owner of 2102 Motorsports LLC, a motorsports park focused on drag racing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Vaughan is a financial advisor with Merrill in Charlotte, NC, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. He has worked with Merrill since 2008 and Bank of America since 2009. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Preston Snyder is a financial advisor with Wells Fargo Clearing in Huntersville, NC, holding Series 63 and Series 65 licenses and three years of industry experience. His career includes roles at Wells Fargo Bank, Thrivent Advisor Network, and Purshe Kaplan Sterling Investments. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Patrick Hale is a financial advisor with Merrill in Charlotte, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christina McConnell is a financial advisor with LPL Financial in Davidson, NC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Christina is also involved with multiple business entities related to wealth management and investment advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and advanced portfolio solutions.

Kurt Hegerfeld is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations with institutional trading capabilities. The firm provides a range of services including fee-based financial planning, portfolio management, and access to capital markets, operating as a broker-dealer, investment adviser, and futures commission merchant.

Zachary Tussel is a Series 66-licensed financial advisor with eight years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. He has worked previously at Elmore Financial Group and New York Life. Outside of advisory work, he is a partner in non-investment businesses including Boats & Tows LLC and Clean Supreme Ventures LLC, and he is also involved in insurance sales. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting services supported by analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Chris Angelino is a Wealth Management Advisor at Merrill Lynch Wealth Management with nearly thirty years of experience in financial services. He leads the financial services team of Angelino & Associates, providing comprehensive financial planning and portfolio management to a diverse client base including corporate executives, physicians, and affluent families. Chris emphasizes a client-centered approach through a comprehensive financial projection process, regular communication, consistent portfolio reviews, and bi-annual strategy updates. His expertise includes education planning, executive compensation, family wealth management strategies, services for defined benefit plans, retirement planning, philanthropic planning, tax minimization, socially responsible investing, and retirement income strategies. Chris has a deep understanding of the unique financial needs of medical professionals and delivers customized wealth management solutions to help physicians and their families integrate personal and professional finances, focusing on asset preservation, risk reduction, fiduciary services, and tax-efficient investing. Chris holds a Bachelor's Degree from Indiana University and a High School Diploma from Dulaney Sr High. He is a Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He speaks English, German, and Spanish. Outside of work, Chris enjoys adventure sports, biking, boating, camping, hiking, scuba diving, traveling, yoga, and spending time with his family.

Jalen Sparkman is a financial advisor with Wells Fargo Clearing in Charlotte, NC, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo in 2026, he worked at J.P. Morgan Investment Management Inc. from 2023 to 2026. 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, utilizing research from Wells Fargo Investment Institute and third-party sources.