David Hall is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in sophisticated planning solutions for corporate executives and business owners. He leads the Hall Crawford Group, which focuses on providing a limited number of families with comprehensive wealth management services, including access to money managers and planning resources typical of a top-tier wealth management firm. With over fifteen years of experience in the financial services industry, David concentrates on addressing complex financial needs such as tax efficiency, executive compensation plans, trust and philanthropic planning, and tailored strategies for closely held business owners. He holds the Certified Private Wealth Advisor® (CPWA®) and Personal Investment Advisor (PIA) designations. David earned his bachelor's degree from Appalachian State University and is affiliated with professional organizations including the Investments and Wealth Institute and the Appalachian State Alumni. David is engaged in community initiatives, having served as Chair of Corporate Engagement on the YMCA Impact Committee and as former Board Chair of the Parkinson Association of the Carolinas. He also is a Strategic Alliance Partner with the Entrepreneur's Organization. David lives in the Eastover neighborhood of Charlotte with his wife, Jill, and their two sons. His personal interests include biking, cooking, golfing, hiking, interior decorating, music, running, skiing, spending time with family, and tennis.

Joseph Johansen is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he partners with clients and their Financial Consultants to develop comprehensive financial plans tailored to their current goals and aspirations, aiming to support their pursuit of future success. Prior to his current role, Joseph gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he worked as a Private Client Banker at JPMorgan Chase from 2021 to 2023.