Independent, caring for aging parents financial advisors

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Hunter Conley is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. He serves as a resource for investment management, retirement planning, and savings strategies, providing access to a range of financial products and services including banking, credit, home financing, and small business solutions offered through Bank of America specialists. Hunter brings expertise in helping individuals manage complex financial priorities such as purchasing a home, funding education, caregiving, and healthcare planning. He offers personalized portfolio strategies designed to align with clients' goals and provides ongoing advice to adapt these plans as clients' situations evolve. His professional designations include Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He holds a Bachelor's Degree from the University of North Carolina System.

Sami Aslam is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to helping them achieve those objectives. Sami provides ongoing advice and adjusts investment plans as clients’ situations evolve. He holds the Personal Investment Advisor (PIA) designation and has completed an Associate's Degree at Nassau Community College. Sami is fluent in English and Urdu. His professional focus includes assisting clients with managing competing financial priorities such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Sami emphasizes personalized, one-on-one collaboration to create strategies aligned with what matters most to each client and their family.

Daniel Fazah is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to understand their financial goals and develop strategies to address their short-, mid-, and long-term objectives. He provides ongoing advice and guidance, helping clients manage a variety of priorities including investing, retirement planning, and saving for unexpected expenses. Additionally, he connects clients with Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Daniel brings expertise in creating portfolio strategies tailored to individual client needs and adapting these strategies as circumstances change. He holds the Personal Investment Advisor (PIA) professional designation and earned a Bachelor's Degree from Rhode Island College. His approach emphasizes uncovering what matters most to clients and their families to support the pursuit of their financial goals.

Nicholas Reynolds is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics, including investing, retirement planning, and preparing for unexpected expenses. Additionally, Nicholas offers access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Nicholas's expertise includes helping clients manage competing financial demands such as home purchases, college savings, eldercare, and healthcare planning. As a Personal Investment Advisor (PIA), he collaborates one-on-one with clients to define their objectives and select portfolio strategies tailored to their needs, providing ongoing advice and adjustments as circumstances evolve. He holds a bachelor's degree from Texas A&M University System.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.